Position in MDU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,611,166
-$192,814 QoQ
Shares Held
358,848
-4.7% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#67
of 438 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JOHN G ULLMAN & ASSOCIATES INC holds $17,011,360 across 3 Utilities - Regulated Gas names. MDU ranks #1 (44.7% of the industry book) .
All Filings in MDU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,611,166 | 358,848 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,803,980 | 376,640 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,601,478 | 389,420 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,976,533 | 391,720 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,572,930 | 394,297 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,699,116 | 396,163 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,168,247 | 397,794 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,040,257 | 402,782 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,205,873 | 406,609 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,371,499 | 411,568 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,219,275 | 415,116 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $8,181,782 | 417,866 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $8,840,149 | 422,166 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $12,472,489 | 409,201 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $12,501,902 | 412,061 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,378,399 | 416,029 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $11,500,189 | 426,091 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $14,666,847 | 550,352 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $16,188,681 | 524,927 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $15,660,679 | 527,827 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $16,679,000 | 532,194 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $18,818,513 | 595,336 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $16,165,730 | 613,736 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $13,204,923 | 586,886 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $11,537,419 | 520,174 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $8,098,313 | 376,664 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||