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Caldwell Sutter Capital’s MDU Resources MDU Stock Holding History

Caldwell Sutter Capital’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
Q2 		– Sell
-200
Closed -$3.38K – 885
2025
Q1 		$3.38K Sell
200
-1,475
-88% -$25.5K ﹤0.01% 674
2024
Q4 		$30.2K Sell
1,675
-987
-37% -$17.3K 0.01% 423
2024
Q3 		$40.4K Hold
2,662
– – 0.02% 395
2024
Q2 		$37K Hold
2,662
– – 0.02% 399
2024
Q1 		$37.2K Hold
2,662
– – 0.02% 389
2023
Q4 		$29.2K Hold
2,662
– – 0.01% 408
2023
Q3 		$28.9K Hold
2,662
– – 0.02% 388
2023
Q2 		$30.9K Sell
2,662
-1,217
-31% -$13.7K 0.02% 380
2023
Q1 		$45K Buy
3,879
+1,249
+47% +$14.5K 0.03% 251
2022
Q4 		$30.3K Buy
+2,630
New +$29.6K 0.03% 205

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Caldwell Sutter Capital's MDU Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of MDU Resources (MDU) in Q2 2025, closing a stake of 200 shares — an estimated $3.38K sold.

Caldwell Sutter Capital first reported a position in MDU in Q4 2022 and held it in 10 quarters. The position peaked at $45K in Q1 2023. 405 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining MDU Resources position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 200 MDU Resources shares in Q2 2025, an estimated $3.38K.
  • Caldwell Sutter Capital first reported a position in MDU Resources in Q4 2022 and held it in 10 quarters.
  • Caldwell Sutter Capital's MDU Resources position peaked at $45K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.