Position in MDU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$248,877
+$13,188 QoQ
Shares Held
11,734
+3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 437 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $9,056,266 across 6 Utilities - Regulated Gas names. MDU ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
29,955 | $5,160,346 | |
| 2 | NI |
Nisource Inc.
|
57,840 | $2,750,291 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
10,065 | $387,502 | |
| 4 | CTRI |
Centuri Holdings, Inc.
|
9,420 | $284,860 | |
| 5 | MDU |
Mdu Resources Group Inc
This page
|
11,734 | $248,877 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
3,016 | $224,390 |
All Filings in MDU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,877 | 11,734 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $235,689 | 11,375 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $198,674 | 10,178 | Shares | Defined | 2026-02-02 | |
| 2024-09-30 | $480,058 | 17,514 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $217,691 | 8,673 | Shares | Defined | 2024-08-21 | |
| 2021-09-30 | $372,893 | 12,568 | Shares | Defined | 2021-11-05 | |
| 2021-03-31 | $2,122,793 | 67,156 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $682,360 | 25,906 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $319,813 | 14,214 | Shares | Defined | 2021-11-05 | |
| 2020-03-31 | $421,809 | 19,619 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||