Cascade Investment Group’s MDU Resources MDU Stock Holding History

Cascade Investment Group’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	$424K	Hold	20,000	–	–	0.24%	99
2026 Q1	$414K	Hold	20,000	–	–	0.27%	86
2025 Q4	$390K	Hold	20,000	–	–	0.26%	91
2025 Q3	$356K	Hold	20,000	–	–	0.24%	98
2025 Q2	$333K	Hold	20,000	–	–	0.23%	97
2025 Q1	$338K	Hold	20,000	–	–	0.26%	90
2024 Q4	$360K	Sell	20,000 -16,100	-45%	-$282K	0.26%	91
2024 Q3	$548K	Hold	36,100	–	–	0.4%	61
2024 Q2	$502K	Hold	36,100	–	–	0.39%	59
2024 Q1	$504K	Hold	36,100	–	–	0.38%	63
2023 Q4	$396K	Hold	36,100	–	–	0.32%	77
2023 Q3	$392K	Hold	36,100	–	–	0.37%	66
2023 Q2	$419K	Sell	36,100 -16,498	-31%	-$186K	0.38%	70
2023 Q1	$610K	Hold	52,598	–	–	0.6%	46
2022 Q4	$607K	Buy	+52,598	New	+$591K	0.63%	47

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 $3.37T AUM 44.26% 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

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

Cascade Investment Group held its MDU Resources (MDU) position steady in Q2 2026 at 20,000 shares worth $424K. The position accounts for 0.24% of the portfolio, ranked #99.

Cascade Investment Group first reported a position in MDU in Q4 2022 and has held it in 15 quarters since. The position peaked at $610K in Q1 2023. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Cascade Investment Group held 20,000 shares of MDU Resources worth $424K as of Q2 2026.
Cascade Investment Group left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up 0.24% of Cascade Investment Group's portfolio in Q2 2026, its #99 holding.
Cascade Investment Group first reported a position in MDU Resources in Q4 2022 and has held it in 15 quarters since.
Cascade Investment Group's MDU Resources position peaked at $610K in Q1 2023.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.