Position in MDU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,962,111
+$2,101,074 QoQ
Shares Held
1,176,903
+6.7% QoQ
Ownership
0.559%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 438 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $1,177,757,190 across 15 Utilities - Regulated Gas names. MDU ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,165,784 | $373,099,606 | |
| 2 | NI |
Nisource Inc.
|
4,346,417 | $206,672,127 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
1,431,217 | $106,482,543 | |
| 4 | UGI |
Ugi Corp /Pa/
|
2,308,567 | $79,737,902 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
869,554 | $77,112,047 | |
| 6 | OGS |
ONE Gas, Inc.
|
807,222 | $62,212,599 | |
| 7 | SR |
Spire Inc
|
689,718 | $53,860,076 | |
| 8 | CTRI |
Centuri Holdings, Inc.
|
1,552,762 | $46,955,522 |
All Filings in MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,962,111 | 1,176,903 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $22,861,037 | 1,103,332 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,584,201 | 593,453 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $22,534,332 | 1,265,263 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,249,448 | 494,868 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,502,330 | 502,799 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $17,269,286 | 958,340 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $9,752,836 | 355,813 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,707,387 | 386,749 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,132,410 | 243,350 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,437,278 | 325,116 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $8,764,204 | 447,612 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $13,005,678 | 621,093 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $8,357,278 | 274,188 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $48,699,169 | 1,605,118 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $45,367,137 | 1,658,761 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $22,756,010 | 843,128 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $15,230,812 | 571,514 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $32,151,615 | 1,042,534 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $28,088,682 | 946,700 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $82,416,063 | 2,629,734 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $74,996,705 | 2,372,570 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $39,510,656 | 1,500,032 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $38,946,611 | 1,730,962 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $14,833,577 | 668,784 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $7,543,739 | 350,870 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||