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Center for Financial Planning’s MDU Resources MDU Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-384
Closed -$6.84K – 726
2025
Q3 		$6.84K Buy
+384
New +$6.41K ﹤0.01% 523
2022
Q4 		– Sell
-131
Closed -$1K – 616
2022
Q3 		$1K Buy
+131
New +$1.45K ﹤0.01% 605

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Center for Financial Planning's MDU Position: Q4 2025 in Review

Center for Financial Planning sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 384 shares — an estimated $6.84K sold.

Center for Financial Planning first reported a position in MDU in Q3 2022 and held it in 2 quarters. The position peaked at $6.84K in Q3 2025. 416 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

  • Center for Financial Planning reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 384 MDU Resources shares in Q4 2025, an estimated $6.84K.
  • Center for Financial Planning first reported a position in MDU Resources in Q3 2022 and held it in 2 quarters.
  • Center for Financial Planning's MDU Resources position peaked at $6.84K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.