Position in MDU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,614,941
+$24,667,198 QoQ
Shares Held
1,381,030
+582.9% QoQ
Ownership
0.661%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $78,552,906 across 16 Utilities - Regulated Gas names. MDU ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
This page
|
1,381,030 | $28,614,941 | |
| 2 | ATO |
Atmos Energy Corp
|
95,580 | $17,655,537 | |
| 3 | NI |
Nisource Inc.
|
348,455 | $16,258,909 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
131,288 | $5,188,501 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
48,668 | $4,229,249 | |
| 6 | SR |
Spire Inc
|
24,458 | $2,214,427 | |
| 7 | UGI |
Ugi Corp /Pa/
|
47,348 | $1,724,414 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
7,999 | $1,010,833 |
All Filings in MDU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,614,941 | 1,381,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,947,743 | 202,241 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,065,100 | 172,100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,320,830 | 139,222 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,025,970 | 119,809 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,605,869 | 89,116 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,745,825 | 63,693 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,115,868 | 44,457 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $473,784 | 18,801 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $177,743 | 8,977 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $76,655 | 3,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $124,969 | 5,968 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $177,790 | 5,833 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $170,570 | 5,622 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $170,170 | 6,222 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $118,701 | 4,398 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $130,637 | 4,902 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $151,176 | 4,902 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $142,119 | 4,790 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $150,933 | 4,816 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $111,677 | 3,533 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $90,108 | 3,421 | Shares | Defined | 2021-02-08 | |
| 2020-03-31 | $209,969 | 9,766 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||