CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MDU — Mdu Resources Group Inc
CIK 884546
SAN FRANCISCO, CA
Position in MDU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$46,921,724
+$3,830,876 QoQ
Shares Held
2,264,562
+2.6% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,005,158,006 across 15 Utilities - Regulated Gas names. MDU ranks #9 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
4,472,631 | $208,692,962 | |
| 2 | ATO |
Atmos Energy Corp
|
1,036,621 | $191,484,631 | |
| 3 | UGI |
Ugi Corp /Pa/
|
2,462,980 | $89,701,731 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
1,216,351 | $84,426,922 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
833,953 | $72,470,515 | |
| 6 | SR |
Spire Inc
|
732,870 | $66,354,049 | |
| 7 | NJR |
New Jersey Resources Corp
|
1,195,884 | $65,677,949 | |
| 8 | OGS |
ONE Gas, Inc.
|
755,452 | $65,067,080 |
All Filings in MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,921,724 | 2,264,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,090,848 | 2,207,523 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,394,970 | 1,987,365 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $40,984,245 | 2,458,563 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $39,392,487 | 2,329,538 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $39,272,013 | 2,179,357 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | — | 2,082,468 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | — | 1,980,513 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | — | 1,976,307 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | — | 1,918,944 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | — | 1,863,775 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | — | 1,887,904 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | — | 1,888,009 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | — | 1,892,791 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | — | 1,836,537 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | — | 1,784,011 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | — | 1,787,922 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | — | 1,719,018 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | — | 1,667,625 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | — | 1,622,257 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | — | 1,576,208 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | — | 1,535,258 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | — | 1,517,499 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | — | 1,531,130 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | — | 1,365,410 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||