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
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 $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return