CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in MDU — Mdu Resources Group Inc

CIK 884546 SAN FRANCISCO, CA

Back to MDU Full portfolio

Position in MDU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$47,433,110

+$511,386 QoQ

Shares Held

2,236,356

-1.2% QoQ

Ownership

1.06%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#18

of 438 holders

Holding Since

Mar 2020

26 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 Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $987,575,357 across 14 Utilities - Regulated Gas names. MDU ranks #9 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	4,515,728	$214,722,866
2	ATO	Atmos Energy Corp	1,059,660	$182,547,628
3	BKH	Black Hills Corp /Sd/	1,213,841	$90,309,770
4	UGI	Ugi Corp /Pa/	2,471,540	$85,366,990
5	SWX	Southwest Gas Holdings, Inc.	788,678	$69,939,965
6	NJR	New Jersey Resources Corp	1,200,806	$67,293,168
7	OGS	ONE Gas, Inc.	766,365	$59,063,750
8	SR	Spire Inc	705,659	$55,104,911

All Filings in MDU

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,433,110	2,236,356	-1.2%	Shares	Sole	2026-08-14
2026-03-31	$46,921,724	2,264,562	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$43,090,848	2,207,523	+11.1%	Shares	Sole	2026-02-13
2025-09-30	$35,394,970	1,987,365	-19.2%	Shares	Sole	2025-11-10
2025-06-30	$40,984,245	2,458,563	+5.5%	Shares	Sole	2025-08-12
2025-03-31	$39,392,487	2,329,538	+6.9%	Shares	Sole	2025-09-15
2024-12-31	$39,272,013	2,179,357	+4.7%	Shares	Sole	2025-02-06
2024-09-30	$57,080,464	2,082,468	+5.1%	Shares	Sole	2024-11-12
2024-06-30	$49,710,814	1,980,513	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$49,802,869	1,976,307	+3.0%	Shares	Sole	2024-05-09
2023-12-31	$37,994,990	1,918,944	+3.0%	Shares	Sole	2024-02-06
2023-09-30	$36,492,561	1,863,775	-1.3%	Shares	Sole	2023-11-08
2023-06-30	$39,532,682	1,887,904	-0.0%	Shares	Sole	2023-08-10
2023-03-31	$57,546,710	1,888,009	-0.3%	Shares	Sole	2023-05-12
2022-12-31	$57,427,148	1,892,791	+3.1%	Shares	Sole	2023-02-13
2022-09-30	$50,229,314	1,836,537	+2.9%	Shares	Sole	2022-11-14
2022-06-30	$48,150,427	1,784,011	-0.2%	Shares	Sole	2022-08-15
2022-03-31	$47,648,013	1,787,922	+4.0%	Shares	Sole	2022-05-13
2021-12-31	$53,014,295	1,719,018	+3.1%	Shares	Sole	2022-02-11
2021-09-30	$49,478,599	1,667,625	+2.8%	Shares	Sole	2021-11-16
2021-06-30	$50,841,658	1,622,257	+2.9%	Shares	Sole	2021-08-16
2021-03-31	$49,823,781	1,576,208	+2.7%	Shares	Sole	2021-05-17
2020-12-31	$40,438,505	1,535,258	+1.2%	Shares	Sole	2021-02-16
2020-09-30	$34,143,698	1,517,499	-0.9%	Shares	Sole	2020-11-13
2020-06-30	$33,960,347	1,531,130	+12.1%	Shares	Sole	2020-08-20
2020-03-31	$29,356,449	1,365,410	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.