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Cascade Investment Advisors’s MDU Resources MDU Stock Holding History

Cascade Investment 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 		$232K Sell
10,930
-200
-2% -$4.35K 0.13% 108
2026
Q1 		$231K Sell
11,130
-88,470
-89% -$1.81M 0.14% 113
2025
Q4 		$1.94M Sell
99,600
-3,331
-3% -$65.6K 1.14% 28
2025
Q3 		$1.83M Buy
102,931
+3,550
+4% +$59.3K 1.11% 27
2025
Q2 		$1.66M Buy
99,381
+15,900
+19% +$267K 1.06% 37
2025
Q1 		$1.41M Buy
83,481
+1,855
+2% +$32K 0.95% 46
2024
Q4 		$1.47M Sell
81,626
-39,789
-33% -$698K 0.94% 46
2024
Q3 		$1.84M Buy
121,415
+180
+0.1% +$2.56K 1.17% 31
2024
Q2 		$1.69M Buy
121,235
+632
+0.5% +$8.73K 1.14% 29
2024
Q1 		$1.68M Buy
120,603
+2,816
+2% +$32.6K 1.1% 34
2023
Q4 		$1.29M Buy
117,787
+28,618
+32% +$302K 0.92% 47
2023
Q3 		$967K Sell
89,169
-361
-0.4% -$4.16K 0.77% 64
2023
Q2 		$1.04M Sell
89,530
-39,206
-30% -$441K 0.78% 65
2023
Q1 		$1.49M Sell
128,736
-854
-0.7% -$9.92K 1.18% 26
2022
Q4 		$1.5M Hold
129,590
– – 1.24% 21
2022
Q3 		$1.4M Sell
129,590
-1,052
-0.8% -$11.6K 1.21% 27
2022
Q2 		$1.34M Sell
130,642
-1,315
-1% -$13.4K 1.05% 28
2022
Q1 		$1.34M Buy
131,957
+7,350
+6% +$77.8K 0.81% 60
2021
Q4 		$1.46M Buy
124,607
+3,958
+3% +$44.6K 0.86% 55
2021
Q3 		$1.36M Buy
120,649
+987
+0.8% +$11.8K 0.89% 47
2021
Q2 		$1.43M Buy
119,662
+476
+0.4% +$5.97K 0.9% 49
2021
Q1 		$1.43M Buy
119,186
+526
+0.4% +$5.73K 0.93% 43
2020
Q4 		$1.19M Buy
+118,660
New +$1.11M 0.87% 54
2016
Q2 		$4.8K Buy
+526
New +$4.29K ﹤0.01% 160

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

Cascade Investment Advisors's MDU Position: Q2 2026 in Review

Cascade Investment Advisors reduced its MDU Resources (MDU) stake by 1.8% in Q2 2026, selling an estimated $4.35K and leaving 10,930 shares worth $232K. The position accounts for 0.13% of the portfolio, ranked #108.

Cascade Investment Advisors first reported a position in MDU in Q2 2016 and has held it in 24 quarters since. The position peaked at $1.94M in Q4 2025. 98 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Cascade Investment Advisors held 10,930 shares of MDU Resources worth $232K as of Q2 2026.
  • Cascade Investment Advisors sold 200 MDU Resources shares in Q2 2026, an estimated $4.35K.
  • MDU Resources made up 0.13% of Cascade Investment Advisors's portfolio in Q2 2026, its #108 holding.
  • Cascade Investment Advisors first reported a position in MDU Resources in Q2 2016 and has held it in 24 quarters since.
  • Cascade Investment Advisors's MDU Resources position peaked at $1.94M in Q4 2025.
  • 98 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.