CoreCap Advisors’s MDU Resources MDU Stock Holding History

CoreCap Advisors’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 Q3	$65K	Sell	3,508 -212	-6%	-$4.25K	﹤0.01%	1279
2026 Q2	$78.9K	Sell	3,720 -34	-0.9%	-$740	﹤0.01%	1208
2026 Q1	$77.8K	Buy	3,754 +195	+5%	+$3.99K	﹤0.01%	1131
2025 Q4	$69.5K	Hold	3,559	–	–	﹤0.01%	1171
2025 Q3	$63.4K	Hold	3,559	–	–	﹤0.01%	1223
2025 Q2	$59.3K	Hold	3,559	–	–	﹤0.01%	1178
2025 Q1	$60.2K	Hold	3,559	–	–	﹤0.01%	1098
2024 Q4	$64.1K	Sell	3,559 -2,206	-38%	-$38.7K	﹤0.01%	1078
2024 Q3	$87.5K	Buy	+5,765	New	+$82.1K	﹤0.01%	975
2024 Q2	–	Sell	-6,171	Closed	-$86.2K	–	2211
2024 Q1	$86.2K	Buy	+6,171	New	+$71.4K	﹤0.01%	899
2022 Q4	$114K	Buy	+9,899	New	+$111K	0.01%	690
2022 Q3	–	Sell	-8,992	Closed	-$92K	–	1446
2022 Q2	$92K	Buy	+8,992	New	+$91.4K	0.01%	719
2022 Q1	–	Sell	-8,992	Closed	-$105K	–	1442
2021 Q4	$105K	Buy	+8,992	New	+$101K	0.01%	729

Other funds holding MDU

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CoreCap Advisors's MDU Position: Q3 2026 in Review

CoreCap Advisors reduced its MDU Resources (MDU) stake by 5.7% in Q3 2026, selling an estimated $4.25K and leaving 3,508 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

CoreCap Advisors first reported a position in MDU in Q4 2021 and has held it in 13 quarters since. The position peaked at $114K in Q4 2022. 72 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

CoreCap Advisors held 3,508 shares of MDU Resources worth $65K as of Q3 2026.
CoreCap Advisors sold 212 MDU Resources shares in Q3 2026, an estimated $4.25K.
MDU Resources made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1279 holding.
CoreCap Advisors first reported a position in MDU Resources in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's MDU Resources position peaked at $114K in Q4 2022.
72 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.