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Equibles

JONES FINANCIAL COMPANIES LLLP

Position in MDU — Mdu Resources Group Inc

CIK 815917 DES PERES, MO
Back to MDU Full portfolio

Position in MDU

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$31,606,844
+$2,991,903 QoQ
Shares Held
1,490,186
+7.9% QoQ
Ownership
0.708%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#28
of 438 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in MDU Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $83,051,968 across 15 Utilities - Regulated Gas names. MDU ranks #1 (38.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDU
Mdu Resources Group Inc
This page 		1,490,186 $31,606,844
2 NI
Nisource Inc.
 375,848 $17,871,571
3 ATO
Atmos Energy Corp
 100,505 $17,313,996
4 BIPC
Brookfield Infrastructure Corp
 140,142 $5,395,467
5 SWX
Southwest Gas Holdings, Inc.
 48,818 $4,329,180
6 SR
Spire Inc
 25,840 $2,017,845
7 UGI
Ugi Corp /Pa/
 53,664 $1,853,554
8 CPK
Chesapeake Utilities Corp
 8,198 $1,004,091

All Filings in MDU

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $31,606,844 1,490,186
2026-03-31 $28,614,941 1,381,030
2025-12-31 $3,947,743 202,241
2025-09-30 $3,065,100 172,100
2025-06-30 $2,320,830 139,222
2025-03-31 $2,025,970 119,809
2024-12-31 $1,605,869 89,116
2024-09-30 $1,745,825 63,693
2024-06-30 $1,115,868 44,457
2024-03-31 $473,784 18,801
2023-12-31 $177,743 8,977
2023-09-30 $76,655 3,915
2023-06-30 $124,969 5,968
2023-03-31 $177,790 5,833
2022-12-31 $170,570 5,622
2022-09-30 $170,170 6,222
2022-06-30 $118,701 4,398
2022-03-31 $130,637 4,902
2021-12-31 $151,176 4,902
2021-09-30 $142,119 4,790
2021-06-30 $150,933 4,816
2021-03-31 $111,677 3,533
2020-12-31 $90,108 3,421
2020-03-31 $209,969 9,766