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Consolidated Planning Corp’s MDU Resources MDU Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-140,351
Closed -$2.74M – 183
2025
Q4 		$2.74M Buy
140,351
+8,860
+7% +$174K 0.28% 91
2025
Q3 		$2.34M Buy
131,491
+35,468
+37% +$592K 0.25% 90
2025
Q2 		$1.6M Buy
96,023
+10,943
+13% +$184K 0.2% 96
2025
Q1 		$1.44M Buy
+85,080
New +$1.47M 0.2% 92

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Consolidated Planning Corp's MDU Position: Q1 2026 in Review

Consolidated Planning Corp sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 140,351 shares — an estimated $2.74M sold.

Consolidated Planning Corp first reported a position in MDU in Q1 2025 and held it in 4 quarters. The position peaked at $2.74M in Q4 2025. 422 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Consolidated Planning Corp reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 140,351 MDU Resources shares in Q1 2026, an estimated $2.74M.
  • Consolidated Planning Corp first reported a position in MDU Resources in Q1 2025 and held it in 4 quarters.
  • Consolidated Planning Corp's MDU Resources position peaked at $2.74M in Q4 2025.
  • 422 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.