Advisors Asset Management’s MDU Resources MDU Stock Holding History

Advisors Asset Management’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.77M	Buy	278,403 +22,929	+9%	+$470K	0.1%	291
2025 Q4	$4.99M	Buy	255,474 +30,064	+13%	+$592K	0.08%	324
2025 Q3	$4.01M	Buy	225,410 +11,725	+5%	+$196K	0.07%	384
2025 Q2	$3.56M	Buy	213,685 +24,175	+13%	+$407K	0.06%	412
2025 Q1	$3.2M	Sell	189,510 -88,809	-32%	-$1.53M	0.06%	434
2024 Q4	$5.02M	Sell	278,319 -143,567	-34%	-$2.52M	0.09%	279
2024 Q3	$6.41M	Buy	421,886 +11,128	+3%	+$158K	0.12%	212
2024 Q2	$5.71M	Buy	410,758 +39,356	+11%	+$544K	0.11%	234
2024 Q1	$5.19M	Buy	371,402 +62,920	+20%	+$728K	0.1%	256
2023 Q4	$3.38M	Buy	308,482 +160,217	+108%	+$1.69M	0.07%	355
2023 Q3	$1.61M	Buy	148,265 +16,235	+12%	+$187K	0.03%	572
2023 Q2	$1.53M	Sell	132,030 -61,956	-32%	-$697K	0.03%	596
2023 Q1	$2.25M	Buy	193,986 +25,736	+15%	+$299K	0.05%	483
2022 Q4	$1.94M	Sell	168,250 -80,613	-32%	-$906K	0.04%	506
2022 Q3	$2.59M	Buy	248,863 +3,255	+1%	+$35.9K	0.05%	415
2022 Q2	$2.52M	Sell	245,608 -21,822	-8%	-$222K	0.05%	438
2022 Q1	$2.71M	Buy	267,430 +6,635	+3%	+$70.3K	0.04%	480
2021 Q4	$3.06M	Buy	260,795 +7,897	+3%	+$89K	0.04%	462
2021 Q3	$2.85M	Buy	252,898 +4,860	+2%	+$58.2K	0.04%	460
2021 Q2	$2.96M	Buy	248,038 +44,850	+22%	+$562K	0.04%	457
2021 Q1	$2.44M	Buy	203,188 +32,871	+19%	+$358K	0.04%	519
2020 Q4	$1.71M	Buy	170,317 +57,811	+51%	+$540K	0.03%	616
2020 Q3	$963K	Buy	112,506 +8,699	+8%	+$74.7K	0.02%	715
2020 Q2	$875K	Sell	103,807 -33,999	-25%	-$283K	0.02%	728
2020 Q1	$1.13M	Sell	137,806 -68,524	-33%	-$721K	0.03%	581
2019 Q4	$2.33M	Sell	206,330 -39,622	-16%	-$433K	0.04%	489
2019 Q3	$2.64M	Sell	245,952 -22,367	-8%	-$228K	0.05%	434
2019 Q2	$2.63M	Buy	268,319 +48,142	+22%	+$469K	0.05%	452
2019 Q1	$2.16M	Sell	220,177 -4,883	-2%	-$47.4K	0.04%	516
2018 Q4	$2.04M	Sell	225,060 -114,324	-34%	-$1.12M	0.04%	497
2018 Q3	$3.31M	Sell	339,384 -4,397	-1%	-$47K	0.05%	398
2018 Q2	$3.75M	Sell	343,781 -1,799	-0.5%	-$19.2K	0.06%	379
2018 Q1	$3.46M	Buy	345,580 +28,787	+9%	+$292K	0.06%	430
2017 Q4	$3.24M	Buy	316,793 +24,823	+9%	+$254K	0.05%	457
2017 Q3	$2.88M	Buy	291,970 +27,038	+10%	+$270K	0.05%	499
2017 Q2	$2.64M	Buy	264,932 +24,676	+10%	+$252K	0.04%	523
2017 Q1	$2.5M	Sell	240,256 -34,880	-13%	-$364K	0.04%	553
2016 Q4	$3.01M	Buy	275,136 +69,079	+34%	+$714K	0.05%	493
2016 Q3	$1.99M	Sell	206,057 -66,770	-24%	-$610K	0.03%	625
2016 Q2	$2.49M	Sell	272,827 -76,935	-22%	-$627K	0.04%	578
2016 Q1	$2.59M	Sell	349,762 -96,366	-22%	-$649K	0.04%	560
2015 Q4	$3.11M	Sell	446,128 -98,306	-18%	-$681K	0.05%	516
2015 Q3	$3.56M	Sell	544,434 -136,811	-20%	-$931K	0.06%	460
2015 Q2	$5.06M	Sell	681,245 -12,074	-2%	-$97K	0.07%	383
2015 Q1	$5.63M	Buy	693,319 +137,674	+25%	+$1.17M	0.07%	336
2014 Q4	$4.96M	Buy	555,645 +79,373	+17%	+$766K	0.07%	349
2014 Q3	$5.04M	Buy	476,272 +95,296	+25%	+$1.13M	0.07%	334
2014 Q2	$5.08M	Buy	380,976 +116,394	+44%	+$1.52M	0.07%	335
2014 Q1	$3.45M	Buy	264,582 +105,448	+66%	+$1.31M	0.05%	400
2013 Q4	$1.85M	Buy	159,134 +129,763	+442%	+$1.46M	0.03%	524
2013 Q3	$312K	Buy	29,371 +13,394	+84%	+$141K	0.01%	1027
2013 Q2	$157K	Buy	+15,977	New	+$154K	﹤0.01%	1171