Financial Engines Advisors
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Financial Engines Advisors’s MDU Resources MDU Stock Holding History

Financial Engines Advisors’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 		$2.24M Sell
105,703
-58,464
-36% -$1.27M ﹤0.01% 228
2026
Q1 		$3.4M Buy
164,167
+115,348
+236% +$2.36M 0.01% 171
2025
Q4 		$953K Buy
48,819
+13,379
+38% +$263K ﹤0.01% 320
2025
Q3 		$631K Sell
35,440
-8,138
-19% -$136K ﹤0.01% 362
2025
Q2 		$727K Sell
43,578
-4,379
-9% -$73.7K ﹤0.01% 338
2025
Q1 		$811K Buy
47,957
+6,284
+15% +$108K ﹤0.01% 279
2024
Q4 		$751K Sell
41,673
-50,039
-55% -$878K ﹤0.01% 290
2024
Q3 		$1.39M Sell
91,712
-6,049
-6% -$86.1K ﹤0.01% 209
2024
Q2 		$1.36M Sell
97,761
-155,567
-61% -$2.15M ﹤0.01% 193
2024
Q1 		$3.54M Buy
253,328
+55,040
+28% +$637K 0.01% 130
2023
Q4 		$2.18M Buy
198,288
+140,297
+242% +$1.48M 0.01% 140
2023
Q3 		$1.69M Sell
57,991
-173,968
-75% -$2M ﹤0.01% 137
2023
Q2 		$2.69M Sell
231,959
-272,924
-54% -$3.07M 0.01% 117
2023
Q1 		$5.85M Buy
+504,883
New +$5.87M 0.02% 89

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 $3.38T AUM 44.17% 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

Financial Engines Advisors's MDU Position: Q2 2026 in Review

Financial Engines Advisors reduced its MDU Resources (MDU) stake by 36% in Q2 2026, selling an estimated $1.27M and leaving 105,703 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Financial Engines Advisors first reported a position in MDU in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.85M in Q1 2023. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Financial Engines Advisors held 105,703 shares of MDU Resources worth $2.24M as of Q2 2026.
  • Financial Engines Advisors sold 58,464 MDU Resources shares in Q2 2026, an estimated $1.27M.
  • MDU Resources made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #228 holding.
  • Financial Engines Advisors first reported a position in MDU Resources in Q1 2023 and has held it in 14 quarters since.
  • Financial Engines Advisors's MDU Resources position peaked at $5.85M in Q1 2023.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.