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DC Investments Management’s MDU Resources MDU Stock Holding History

DC Investments Management’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
2025
Q3 		– Sell
-75,966
Closed -$1.27M – 100
2025
Q2 		$1.27M Hold
75,966
– – 0.53% 41
2025
Q1 		$1.28M Hold
75,966
– – 0.66% 44
2024
Q4 		$1.37M Sell
75,966
-61,153
-45% -$1.07M 0.89% 33
2024
Q3 		$2.08M Hold
137,119
– – 1.46% 15
2024
Q2 		$1.91M Hold
137,119
– – 1.61% 13
2024
Q1 		$1.91M Hold
137,119
– – 1.55% 13
2023
Q4 		$1.5M Buy
137,119
+31,644
+30% +$334K 1.51% 15
2023
Q3 		$1.14M Hold
105,475
– – 1.44% 16
2023
Q2 		$1.22M Sell
105,475
-48,202
-31% -$542K 1.41% 19
2023
Q1 		$1.78M Sell
153,677
-235,869
-61% -$2.74M 2.12% 11
2022
Q4 		$4.49M Hold
389,546
– – 5.69% 2
2022
Q3 		$4.05M Hold
389,546
– – 9.26% 2
2022
Q2 		$4M Sell
389,546
-79,476
-17% -$808K 9.06% 2
2022
Q1 		$4.75M Hold
469,022
– – 8.25% 1
2021
Q4 		$5.5M Hold
469,022
– – 7.8% 2
2021
Q3 		$5.29M Hold
469,022
– – 9.86% 1
2021
Q2 		$5.59M Buy
+469,022
New +$5.88M 13.15% 1
2020
Q3 		– Sell
-36,363
Closed -$307K – 203
2020
Q2 		$307K Sell
36,363
-22,397
-38% -$186K 0.11% 197
2020
Q1 		$480K Buy
58,760
+5,560
+10% +$58.5K 0.39% 74
2019
Q4 		$601K Sell
53,200
-705
-1% -$7.7K 0.46% 49
2019
Q3 		$578K Sell
53,905
-586
-1% -$5.98K 0.34% 78
2019
Q2 		$535K Sell
54,491
-2,020
-4% -$19.7K 0.3% 135
2019
Q1 		$555K Hold
56,511
– – 0.35% 127
2018
Q4 		$512K Buy
56,511
+7,779
+16% +$75.9K 0.42% 120
2018
Q3 		$476K Sell
48,732
-957
-2% -$10.2K 0.32% 175
2018
Q2 		$542K Buy
+49,689
New +$530K 0.34% 139

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DC Investments Management's MDU Position: Q3 2025 in Review

DC Investments Management sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 75,966 shares — an estimated $1.27M sold.

DC Investments Management first reported a position in MDU in Q2 2018 and held it in 26 quarters. The position peaked at $5.59M in Q2 2021. 406 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

  • DC Investments Management reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
  • DC Investments Management sold 75,966 MDU Resources shares in Q3 2025, an estimated $1.27M.
  • DC Investments Management first reported a position in MDU Resources in Q2 2018 and held it in 26 quarters.
  • DC Investments Management's MDU Resources position peaked at $5.59M in Q2 2021.
  • 406 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on DC Investments Management's 13F filing for Q3 2025, filed 10 Nov 2025.