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Evergreen Capital Management’s MDU Resources MDU Stock Holding History

Evergreen 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 		$210K Sell
9,862
-147
-1% -$3.2K ﹤0.01% 1440
2026
Q1 		$208K Buy
+10,009
New +$205K ﹤0.01% 1375

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

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

Evergreen Capital Management reduced its MDU Resources (MDU) stake by 1.5% in Q2 2026, selling an estimated $3.2K and leaving 9,862 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Evergreen Capital Management first reported a position in MDU in Q1 2026 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Evergreen Capital Management held 9,862 shares of MDU Resources worth $210K as of Q2 2026.
  • Evergreen Capital Management sold 147 MDU Resources shares in Q2 2026, an estimated $3.2K.
  • MDU Resources made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1440 holding.
  • Evergreen Capital Management first reported a position in MDU Resources in Q1 2026 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.