Cohen Capital Management’s MDU Resources MDU Stock Holding History

Cohen Capital Management’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	$558K	Hold	26,324	–	–	0.08%	112
2026 Q1	$545K	Hold	26,324	–	–	0.08%	112
2025 Q4	$514K	Hold	26,324	–	–	0.08%	116
2025 Q3	$469K	Hold	26,324	–	–	0.07%	118
2025 Q2	$439K	Hold	26,324	–	–	0.07%	122
2025 Q1	$445K	Hold	26,324	–	–	0.08%	117
2024 Q4	$474K	Sell	26,324 -21,191	-45%	-$372K	0.08%	117
2024 Q3	$722K	Hold	47,515	–	–	0.12%	105
2024 Q2	$661K	Hold	47,515	–	–	0.11%	100
2024 Q1	$663K	Hold	47,515	–	–	0.12%	98
2023 Q4	$521K	Hold	47,515	–	–	0.1%	106
2023 Q3	$515K	Hold	47,515	–	–	0.11%	110
2023 Q2	$551K	Sell	47,515 -21,714	-31%	-$244K	0.11%	105
2023 Q1	$802K	Hold	69,229	–	–	0.16%	92
2022 Q4	$799K	Hold	69,229	–	–	0.16%	94
2022 Q3	$720K	Hold	69,229	–	–	0.16%	93
2022 Q2	$710K	Hold	69,229	–	–	0.15%	101
2022 Q1	$702K	Hold	69,229	–	–	0.12%	104
2021 Q4	$812K	Hold	69,229	–	–	0.13%	102
2021 Q3	$781K	Hold	69,229	–	–	0.14%	104
2021 Q2	$825K	Hold	69,229	–	–	0.14%	103
2021 Q1	$832K	Hold	69,229	–	–	0.15%	100
2020 Q4	$693K	Hold	69,229	–	–	0.14%	102
2020 Q3	$592K	Hold	69,229	–	–	0.13%	103
2020 Q2	$584K	Hold	69,229	–	–	0.14%	99
2020 Q1	$566K	Hold	69,229	–	–	0.17%	90
2019 Q4	$782K	Hold	69,229	–	–	0.17%	95
2019 Q3	$742K	Hold	69,229	–	–	0.17%	96
2019 Q2	$679K	Hold	69,229	–	–	0.16%	96
2019 Q1	$680K	Hold	69,229	–	–	0.16%	94
2018 Q4	$628K	Hold	69,229	–	–	0.17%	93
2018 Q3	$676K	Hold	69,229	–	–	0.15%	103
2018 Q2	$755K	Hold	69,229	–	–	0.17%	101
2018 Q1	$742K	Hold	69,229	–	–	0.17%	95
2017 Q4	$708K	Hold	69,229	–	–	0.16%	94
2017 Q3	$683K	Hold	69,229	–	–	0.17%	96
2017 Q2	$690K	Hold	69,229	–	–	0.17%	90
2017 Q1	$720K	Hold	69,229	–	–	0.18%	88
2016 Q4	$757K	Hold	69,229	–	–	0.21%	83
2016 Q3	$670K	Hold	69,229	–	–	0.19%	83
2016 Q2	$632K	Hold	69,229	–	–	0.18%	80
2016 Q1	$482K	Hold	69,229	–	–	0.15%	90
2015 Q4	$482K	Hold	69,229	–	–	0.15%	90
2015 Q3	$453K	Hold	69,229	–	–	0.14%	91
2015 Q2	$514K	Hold	69,229	–	–	0.13%	97
2015 Q1	$562K	Hold	69,229	–	–	0.14%	95
2014 Q4	$619K	Hold	69,229	–	–	0.16%	92
2014 Q3	$732K	Hold	69,229	–	–	0.2%	86
2014 Q2	$924K	Hold	69,229	–	–	0.24%	80
2014 Q1	$903K	Hold	69,229	–	–	0.24%	80
2013 Q4	$804K	Hold	69,229	–	–	0.23%	80
2013 Q3	$736K	Hold	69,229	–	–	0.23%	80
2013 Q2	$682K	Buy	+69,229	New	+$666K	0.22%	82

Other funds holding MDU

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return