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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CX Institutional's MDU Position: Q2 2026 in Review

CX Institutional held its MDU Resources (MDU) position steady in Q2 2026 at 67 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

CX Institutional first reported a position in MDU in Q1 2019 and has held it in 18 quarters since. The position peaked at $15K in Q1 2019. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

CX Institutional held 67 shares of MDU Resources worth $1K as of Q2 2026.
CX Institutional left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1535 holding.
CX Institutional first reported a position in MDU Resources in Q1 2019 and has held it in 18 quarters since.
CX Institutional's MDU Resources position peaked at $15K in Q1 2019.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.