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Boothbay Fund Management’s MDU Resources MDU Stock Holding History

Boothbay Fund 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
2025
Q4 		– Sell
-71,477
Closed -$1.27M – 2202
2025
Q3 		$1.27M Buy
71,477
+59,242
+484% +$989K 0.02% 736
2025
Q2 		$204K Buy
12,235
+742
+6% +$12.5K ﹤0.01% 1246
2025
Q1 		$194K Buy
+11,493
New +$198K 0.01% 1175
2024
Q1 		– Sell
-27,734
Closed -$304K – 1796
2023
Q4 		$304K Buy
+27,734
New +$293K 0.01% 1182
2023
Q2 		– Sell
-225,252
Closed -$2.61M – 2091
2023
Q1 		$2.61M Buy
225,252
+86,118
+62% +$1M 0.05% 540
2022
Q4 		$1.61M Buy
139,134
+38,825
+39% +$436K 0.04% 689
2022
Q3 		$1.04M Buy
100,309
+14,562
+17% +$161K 0.03% 848
2022
Q2 		$880K Buy
+85,747
New +$872K 0.02% 875
2020
Q1 		– Sell
-36,511
Closed -$412K – 973
2019
Q4 		$412K Sell
36,511
-30,583
-46% -$334K 0.04% 531
2019
Q3 		$719K Buy
67,094
+19,325
+40% +$197K 0.07% 381
2019
Q2 		$469K Buy
+47,769
New +$465K 0.04% 429
2016
Q4 		– Sell
-40,361
Closed -$390K – 868
2016
Q3 		$390K Buy
+40,361
New +$368K 0.08% 291
2016
Q2 		– Sell
-28,587
Closed -$212K – 568
2016
Q1 		$212K Buy
+28,587
New +$193K 0.16% 210

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Boothbay Fund Management's MDU Position: Q4 2025 in Review

Boothbay Fund Management sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 71,477 shares — an estimated $1.27M sold.

Boothbay Fund Management first reported a position in MDU in Q1 2016 and held it in 13 quarters. The position peaked at $2.61M in Q1 2023. 414 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

  • Boothbay Fund Management reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
  • Boothbay Fund Management sold 71,477 MDU Resources shares in Q4 2025, an estimated $1.27M.
  • Boothbay Fund Management first reported a position in MDU Resources in Q1 2016 and held it in 13 quarters.
  • Boothbay Fund Management's MDU Resources position peaked at $2.61M in Q1 2023.
  • 414 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Boothbay Fund Management's 13F filing for Q4 2025, filed 17 Feb 2026.