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Deroy & Devereaux Private Investment Counsel’s MDU Resources MDU Stock Holding History

Deroy & Devereaux Private Investment Counsel’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 		$32.1M Sell
1,512,207
-41,533
-3% -$903K 1.34% 35
2026
Q1 		$32.2M Sell
1,553,740
-2,112
-0.1% -$43.3K 1.54% 24
2025
Q4 		$30.4M Sell
1,555,852
-21,625
-1% -$426K 1.48% 26
2025
Q3 		$28.1M Buy
1,577,477
+11,895
+0.8% +$199K 1.4% 34
2025
Q2 		$26.1M Buy
+1,565,582
New +$26.3M 1.41% 33
2022
Q2 		– Sell
-1,665,559
Closed -$16.9M – 153
2022
Q1 		$16.9M Sell
1,665,559
-14,267
-0.8% -$151K 1.23% 46
2021
Q4 		$19.7M Sell
1,679,826
-19,427
-1% -$219K 1.45% 33
2021
Q3 		$19.2M Buy
+1,699,253
New +$20.3M 1.5% 31
2014
Q4 		– Sell
-29,718
Closed -$314K – 182
2014
Q3 		$314K Sell
29,718
-6,246
-17% -$74.3K 0.05% 122
2014
Q2 		$480K Sell
35,964
-12,507
-26% -$163K 0.07% 113
2014
Q1 		$632K Sell
48,471
-856,735
-95% -$10.6M 0.1% 100
2013
Q4 		$10.5M Sell
905,206
-13,331
-1% -$150K 1.64% 24
2013
Q3 		$9.77M Buy
918,537
+274,184
+43% +$2.89M 1.81% 20
2013
Q2 		$6.35M Buy
+644,353
New +$6.2M 1.21% 46

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's MDU Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel reduced its MDU Resources (MDU) stake by 2.7% in Q2 2026, selling an estimated $903K and leaving 1,512,207 shares worth $32.1M. The position accounts for 1.34% of the portfolio, ranked #35.

Deroy & Devereaux Private Investment Counsel first reported a position in MDU in Q2 2013 and has held it in 14 quarters since. The position peaked at $32.2M in Q1 2026. 223 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Deroy & Devereaux Private Investment Counsel held 1,512,207 shares of MDU Resources worth $32.1M as of Q2 2026.
  • Deroy & Devereaux Private Investment Counsel sold 41,533 MDU Resources shares in Q2 2026, an estimated $903K.
  • MDU Resources made up 1.34% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #35 holding.
  • Deroy & Devereaux Private Investment Counsel first reported a position in MDU Resources in Q2 2013 and has held it in 14 quarters since.
  • Deroy & Devereaux Private Investment Counsel's MDU Resources position peaked at $32.2M in Q1 2026.
  • 223 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.