Envestnet Asset Management’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.9M | Buy |
526,783
+51,982
| +11% | +$1.06M | ﹤0.01% | 1778 |
|
|
2025
Q4 | $9.27M | Buy |
474,801
+131,347
| +38% | +$2.59M | ﹤0.01% | 1745 |
|
|
2025
Q3 | $6.12M | Buy |
343,454
+130,521
| +61% | +$2.18M | ﹤0.01% | 2094 |
|
|
2025
Q2 | $3.55M | Buy |
212,933
+130,073
| +157% | +$2.19M | ﹤0.01% | 2445 |
|
|
2025
Q1 | $1.4M | Buy |
82,860
+16,913
| +26% | +$292K | ﹤0.01% | 2972 |
|
|
2024
Q4 | $1.19M | Sell |
65,947
-72,231
| -52% | -$1.27M | ﹤0.01% | 3049 |
|
|
2024
Q3 | $2.1M | Buy |
138,178
+21,185
| +18% | +$302K | ﹤0.01% | 2620 |
|
|
2024
Q2 | $1.63M | Buy |
116,993
+99
| +0.1% | +$1.37K | ﹤0.01% | 2723 |
|
|
2024
Q1 | $1.63M | Buy |
116,894
+1,479
| +1% | +$17.1K | ﹤0.01% | 2703 |
|
|
2023
Q4 | $1.27M | Buy |
115,415
+23,638
| +26% | +$249K | ﹤0.01% | 2753 |
|
|
2023
Q3 | $996K | Buy |
91,777
+69,038
| +304% | +$795K | ﹤0.01% | 2819 |
|
|
2023
Q2 | $264K | Sell |
22,739
-74,714
| -77% | -$840K | ﹤0.01% | 3554 |
|
|
2023
Q1 | $1.13M | Sell |
97,453
-60,903
| -38% | -$708K | ﹤0.01% | 2586 |
|
|
2022
Q4 | $1.83M | Sell |
158,356
-12,957
| -8% | -$146K | ﹤0.01% | 2218 |
|
|
2022
Q3 | $1.78M | Buy |
171,313
+1,983
| +1% | +$21.9K | ﹤0.01% | 2150 |
|
|
2022
Q2 | $1.74M | Sell |
169,330
-102,179
| -38% | -$1.04M | ﹤0.01% | 2200 |
|
|
2022
Q1 | $2.75M | Sell |
271,509
-28,784
| -10% | -$305K | ﹤0.01% | 2008 |
|
|
2021
Q4 | $3.52M | Buy |
300,293
+54,357
| +22% | +$613K | ﹤0.01% | 1798 |
|
|
2021
Q3 | $2.77M | Buy |
245,936
+104,864
| +74% | +$1.26M | ﹤0.01% | 1885 |
|
|
2021
Q2 | $1.68M | Sell |
141,072
-2,922
| -2% | -$36.6K | ﹤0.01% | 2167 |
|
|
2021
Q1 | $1.73M | Buy |
143,994
+14,861
| +12% | +$162K | ﹤0.01% | 2036 |
|
|
2020
Q4 | $1.29M | Sell |
129,133
-16,610
| -11% | -$155K | ﹤0.01% | 2041 |
|
|
2020
Q3 | $1.25M | Buy |
145,743
+67,451
| +86% | +$579K | ﹤0.01% | 1891 |
|
|
2020
Q2 | $660K | Buy |
78,292
+31,377
| +67% | +$261K | ﹤0.01% | 2229 |
|
|
2020
Q1 | $384K | Buy |
46,915
+21,095
| +82% | +$222K | ﹤0.01% | 2431 |
|
|
2019
Q4 | $292K | Buy |
+25,820
| New | +$282K | ﹤0.01% | 2745 |
|
|
2018
Q3 | – | Sell |
-1,504
| Closed | -$16K | – | 2043 |
|
|
2018
Q2 | $16K | Buy |
1,504
+284
| +23% | +$3.03K | ﹤0.01% | 2467 |
|
|
2018
Q1 | $13K | Sell |
1,220
-166
| -12% | -$1.69K | ﹤0.01% | 2452 |
|
|
2017
Q4 | $14K | Hold |
1,386
| – | – | ﹤0.01% | 2571 |
|
|
2017
Q3 | $13K | Sell |
1,386
-1,076
| -44% | -$10.7K | ﹤0.01% | 2552 |
|
|
2017
Q2 | $24K | Sell |
2,462
-2
| -0.1% | -$20 | ﹤0.01% | 2562 |
|
|
2017
Q1 | $26K | Sell |
2,464
-718
| -23% | -$7.5K | ﹤0.01% | 2614 |
|
|
2016
Q4 | $35K | Buy |
3,182
+363
| +13% | +$3.75K | ﹤0.01% | 2536 |
|
|
2016
Q3 | $27K | Sell |
2,819
-295
| -9% | -$2.69K | ﹤0.01% | 2755 |
|
|
2016
Q2 | $28K | Sell |
3,114
-2,482
| -44% | -$20.2K | ﹤0.01% | 2902 |
|
|
2016
Q1 | $41K | Buy |
5,596
+1,493
| +36% | +$10.1K | ﹤0.01% | 2789 |
|
|
2015
Q4 | $29K | Sell |
4,103
-2,506
| -38% | -$17.4K | ﹤0.01% | 2823 |
|
|
2015
Q3 | $43K | Buy |
+6,609
| New | +$45K | ﹤0.01% | 2720 |
|
|
2015
Q2 | – | Sell |
-226,807
| Closed | -$1.84M | – | 2237 |
|
|
2015
Q1 | $1.84M | Buy |
+226,807
| New | +$1.92M | 0.01% | 1004 |
|
Other funds holding MDU
VPM
VCM
