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Bravera Wealth’s MDU Resources MDU Stock Holding History

Bravera Wealth’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 		$186K Buy
8,763
+33
+0.4% +$718 0.07% 108
2026
Q1 		$181K Buy
8,730
+600
+7% +$12.3K 0.08% 109
2025
Q4 		$159K Buy
+8,130
New +$160K 0.08% 105

Other funds holding MDU

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Bravera Wealth's MDU Position: Q2 2026 in Review

Bravera Wealth increased its MDU Resources (MDU) stake by 0.38% in Q2 2026, buying an estimated $718 and bringing the position to 8,763 shares worth $186K. The position accounts for 0.07% of the portfolio, ranked #108.

Bravera Wealth first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Bravera Wealth held 8,763 shares of MDU Resources worth $186K as of Q2 2026.
  • Bravera Wealth bought 33 MDU Resources shares in Q2 2026, an estimated $718.
  • MDU Resources made up 0.07% of Bravera Wealth's portfolio in Q2 2026, its #108 holding.
  • Bravera Wealth first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.