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Bragg Financial Advisors’s MDU Resources MDU Stock Holding History

Bragg Financial Advisors’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
Q2 		$30.8M Sell
1,451,057
-797
-0.1% -$17.3K 0.82% 43
2026
Q1 		$30.1M Buy
1,451,854
+14,143
+1% +$290K 0.95% 30
2025
Q4 		$28.1M Buy
1,437,711
+127,738
+10% +$2.51M 0.91% 35
2025
Q3 		$23.3M Buy
1,309,973
+7,719
+0.6% +$129K 0.77% 45
2025
Q2 		$21.7M Buy
1,302,254
+82,578
+7% +$1.39M 0.78% 46
2025
Q1 		$20.6M Buy
1,219,676
+630,961
+107% +$10.9M 0.85% 41
2024
Q4 		$10.6M Sell
588,715
-413,026
-41% -$7.25M 0.43% 90
2024
Q3 		$15.2M Buy
1,001,741
+8,596
+0.9% +$122K 0.63% 58
2024
Q2 		$13.8M Buy
993,145
+165,430
+20% +$2.28M 0.62% 59
2024
Q1 		$11.6M Buy
827,715
+274,315
+50% +$3.17M 0.52% 84
2023
Q4 		$6.07M Sell
553,400
-2,235
-0.4% -$23.6K 0.29% 113
2023
Q3 		$6.03M Buy
555,635
+103,916
+23% +$1.2M 0.32% 110
2023
Q2 		$5.24M Sell
451,719
-156,660
-26% -$1.76M 0.29% 116
2023
Q1 		$7.05M Buy
+608,379
New +$7.07M 0.42% 95

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bragg Financial Advisors's MDU Position: Q2 2026 in Review

Bragg Financial Advisors reduced its MDU Resources (MDU) stake by 0.05% in Q2 2026, selling an estimated $17.3K and leaving 1,451,057 shares worth $30.8M. The position accounts for 0.82% of the portfolio, ranked #43.

Bragg Financial Advisors first reported a position in MDU in Q1 2023 and has held it in 14 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Bragg Financial Advisors held 1,451,057 shares of MDU Resources worth $30.8M as of Q2 2026.
  • Bragg Financial Advisors sold 797 MDU Resources shares in Q2 2026, an estimated $17.3K.
  • MDU Resources made up 0.82% of Bragg Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Bragg Financial Advisors first reported a position in MDU Resources in Q1 2023 and has held it in 14 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.