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 Q3	$107K	Buy	5,750 +5,683	+8,482%	+$114K	﹤0.01%	864
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%	-$2.32K	﹤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

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

CX Institutional's MDU Position: Q3 2026 in Review

CX Institutional increased its MDU Resources (MDU) stake by 8,482% in Q3 2026, buying an estimated $114K and bringing the position to 5,750 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

CX Institutional first reported a position in MDU in Q1 2019 and has held it in 19 quarters since. 72 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

CX Institutional held 5,750 shares of MDU Resources worth $107K as of Q3 2026.
CX Institutional bought 5,683 MDU Resources shares in Q3 2026, an estimated $114K.
MDU Resources made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #864 holding.
CX Institutional first reported a position in MDU Resources in Q1 2019 and has held it in 19 quarters since.
72 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.