CIBC Private Wealth Group’s MDU Resources MDU Stock Holding History

CIBC Private Wealth 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
2025 Q4	$46.3K	Buy	2,371 +73	+3%	+$1.44K	﹤0.01%	1816
2025 Q3	$40.9K	Buy	2,298 +75	+3%	+$1.25K	﹤0.01%	1880
2025 Q2	$37.1K	Buy	2,223 +193	+10%	+$3.25K	﹤0.01%	1782
2025 Q1	$31.7K	Buy	2,030 +30	+2%	+$518	﹤0.01%	1801
2024 Q4	$36.1K	Sell	2,000 -1,610	-45%	-$28.2K	﹤0.01%	1803
2024 Q3	$54.8K	Hold	3,610	–	–	﹤0.01%	1742
2024 Q2	$49.2K	Hold	3,610	–	–	﹤0.01%	1684
2024 Q1	$50.9K	Buy	+3,610	New	+$41.8K	﹤0.01%	1672

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIBC Private Wealth Group's MDU Position: Q4 2025 in Review

CIBC Private Wealth Group increased its MDU Resources (MDU) stake by 3.2% in Q4 2025, buying an estimated $1.44K and bringing the position to 2,371 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

CIBC Private Wealth Group first reported a position in MDU in Q1 2024 and has held it in 8 quarters since. The position peaked at $54.8K in Q3 2024. 414 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

CIBC Private Wealth Group held 2,371 shares of MDU Resources worth $46.3K as of Q4 2025.
CIBC Private Wealth Group bought 73 MDU Resources shares in Q4 2025, an estimated $1.44K.
MDU Resources made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1816 holding.
CIBC Private Wealth Group first reported a position in MDU Resources in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's MDU Resources position peaked at $54.8K in Q3 2024.
414 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.