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Everence Capital Management’s MDU Resources MDU Stock Holding History

Everence Capital 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
2026
Q2 		$387K Hold
18,225
– – 0.02% 529
2026
Q1 		$378K Hold
18,225
– – 0.02% 471
2025
Q4 		$356K Buy
18,225
+6,615
+57% +$130K 0.02% 525
2025
Q3 		$207K Hold
11,610
– – 0.01% 759
2025
Q2 		$194K Buy
+11,610
New +$195K 0.01% 759

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everence Capital Management's MDU Position: Q2 2026 in Review

Everence Capital Management held its MDU Resources (MDU) position steady in Q2 2026 at 18,225 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #529.

Everence Capital Management first reported a position in MDU in Q2 2025 and has held it in 5 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Everence Capital Management held 18,225 shares of MDU Resources worth $387K as of Q2 2026.
  • Everence Capital Management left its MDU Resources share count unchanged in Q2 2026.
  • MDU Resources made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #529 holding.
  • Everence Capital Management first reported a position in MDU Resources in Q2 2025 and has held it in 5 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.