Position in MDU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,785,248
-$861,329 QoQ
Shares Held
375,736
-15.2% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 88%
None 12%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $223,817,112 across 14 Utilities - Regulated Gas names. MDU ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,539,088 | $71,813,844 | |
| 2 | UGI |
Ugi Corp /Pa/
|
1,654,427 | $60,254,230 | |
| 3 | ATO |
Atmos Energy Corp
|
65,071 | $12,019,912 | |
| 4 | SR |
Spire Inc
|
103,272 | $9,350,246 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
133,983 | $9,299,759 | |
| 6 | RGCO |
Rgc Resources Inc
|
410,287 | $9,046,827 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
99,227 | $8,622,825 | |
| 8 | NWN |
Northwest Natural Holding Co
|
160,223 | $8,527,067 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,785,248 | 375,736 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,646,577 | 442,960 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,791,438 | 549,772 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,140,409 | 608,303 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,708,645 | 633,273 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,150,428 | 507,793 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | — | 217,037 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | — | 237,051 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | — | 242,813 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | — | 250,085 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | — | 277,534 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | — | 260,196 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | — | 726,882 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | — | 752,896 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | — | 773,327 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 800,842 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | — | 1,405,066 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | — | 974,342 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | — | 364,679 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | — | 432,408 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | — | 423,041 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | — | 422,633 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | — | 455,015 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | — | 487,932 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | — | 462,831 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||