Capital Fund Management (CFM)’s MDU Resources MDU Stock Holding History

Capital Fund Management (CFM)’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	$4.81M	Buy	227,000 +84,203	+59%	+$1.83M	0.02%	937
2026 Q1	$2.96M	Buy	142,797 +37,334	+35%	+$765K	0.01%	1171
2025 Q4	$2.06M	Sell	105,463 -171,768	-62%	-$3.38M	0.01%	1691
2025 Q3	$4.94M	Buy	277,231 +78,394	+39%	+$1.31M	0.01%	1265
2025 Q2	$3.31M	Buy	198,837 +60,441	+44%	+$1.02M	0.01%	1404
2025 Q1	$2.34M	Buy	138,396 +112,984	+445%	+$1.95M	0.01%	1358
2024 Q4	$458K	Buy	+25,412	New	+$446K	﹤0.01%	1922
2020 Q2	–	Sell	-49,928	Closed	-$408K	–	1349
2020 Q1	$408K	Buy	+49,928	New	+$526K	0.01%	1116
2019 Q4	–	Sell	-73,900	Closed	-$792K	–	1947
2019 Q3	$792K	Buy	+73,900	New	+$755K	0.01%	1082
2019 Q2	–	Sell	-44,445	Closed	-$437K	–	1800
2019 Q1	$437K	Buy	+44,445	New	+$432K	﹤0.01%	1296
2018 Q2	–	Sell	-19,724	Closed	-$211K	–	2165
2018 Q1	$211K	Buy	+19,724	New	+$200K	﹤0.01%	1751
2014 Q4	–	Sell	-113,871	Closed	-$1.2M	–	1718
2014 Q3	$1.2M	Buy	113,871 +64,448	+130%	+$767K	0.01%	861
2014 Q2	$660K	Buy	+49,423	New	+$646K	0.01%	1105

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Fund Management (CFM)'s MDU Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its MDU Resources (MDU) stake by 59% in Q2 2026, buying an estimated $1.83M and bringing the position to 227,000 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #937.

Capital Fund Management (CFM) first reported a position in MDU in Q2 2014 and has held it in 13 quarters since. The position peaked at $4.94M in Q3 2025. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Capital Fund Management (CFM) held 227,000 shares of MDU Resources worth $4.81M as of Q2 2026.
Capital Fund Management (CFM) bought 84,203 MDU Resources shares in Q2 2026, an estimated $1.83M.
MDU Resources made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #937 holding.
Capital Fund Management (CFM) first reported a position in MDU Resources in Q2 2014 and has held it in 13 quarters since.
Capital Fund Management (CFM)'s MDU Resources position peaked at $4.94M in Q3 2025.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.