CX Institutional’s MDU Resources MDU Stock Holding History

CX Institutional’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	$1K	Hold	67	–	–	﹤0.01%	1535
2026 Q1	$1K	Hold	67	–	–	﹤0.01%	1520
2025 Q4	$1K	Buy	67 +1	+2%	+$20	﹤0.01%	1473
2025 Q3	$1K	Hold	66	–	–	﹤0.01%	1354
2025 Q2	$1K	Hold	66	–	–	﹤0.01%	1192
2025 Q1	$1K	Buy	+66	New	+$1.14K	﹤0.01%	1180
2022 Q3	–	Sell	-174	Closed	-$2K	–	870
2022 Q2	$2K	Buy	+174	New	+$1.77K	﹤0.01%	1101
2021 Q4	–	Sell	-174	Closed	-$2K	–	693
2021 Q3	$2K	Hold	174	–	–	﹤0.01%	914
2021 Q2	$2K	Hold	174	–	–	﹤0.01%	910
2021 Q1	$2K	Hold	174	–	–	﹤0.01%	831
2020 Q4	$2K	Hold	174	–	–	﹤0.01%	822
2020 Q3	$1K	Hold	174	–	–	﹤0.01%	852
2020 Q2	$1K	Hold	174	–	–	﹤0.01%	817
2020 Q1	$1K	Hold	174	–	–	﹤0.01%	736
2019 Q4	$2K	Sell	174 -213	-55%	-$2.33K	﹤0.01%	666
2019 Q3	$4K	Sell	387 -221	-36%	-$2.26K	﹤0.01%	629
2019 Q2	$6K	Sell	608 -873	-59%	-$8.5K	﹤0.01%	583
2019 Q1	$15K	Buy	+1,481	New	+$14.4K	﹤0.01%	422

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

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 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