Hancock Whitney’s MDU Resources MDU Stock Holding History

Hancock Whitney’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	$576K	Sell	25,586 -1,659	-6%	-$34K	0.01%	537
2025 Q4	$532K	Buy	27,245 +638	+2%	+$12.6K	0.01%	536
2025 Q3	$474K	Buy	26,607 +7,111	+36%	+$119K	0.01%	586
2025 Q2	$325K	Buy	19,496 +6,739	+53%	+$113K	0.01%	649
2025 Q1	$216K	Buy	12,757 +1,856	+17%	+$32K	0.01%	619
2024 Q4	$196K	Buy	+10,901	New	+$191K	0.01%	618
2023 Q3	–	Sell	-105,076	Closed	-$1.22M	–	636
2023 Q2	$1.22M	Sell	105,076 -53,209	-34%	-$598K	0.05%	278
2023 Q1	$1.83M	Sell	158,285 -9,515	-6%	-$111K	0.07%	216
2022 Q4	$1.94M	Sell	167,800 -7,419	-4%	-$83.4K	0.07%	214
2022 Q3	$1.82M	Sell	175,219 -505,592	-74%	-$5.58M	0.08%	206
2022 Q2	$6.99M	Sell	680,811 -22,220	-3%	-$226K	0.28%	82
2022 Q1	$7.12M	Buy	703,031 +118,237	+20%	+$1.25M	0.24%	84
2021 Q4	$6.86M	Sell	584,794 -64,459	-10%	-$727K	0.22%	101
2021 Q3	$7.33M	Buy	649,253 +489,146	+306%	+$5.86M	0.26%	88
2021 Q2	$1.91M	Buy	160,107 +4,373	+3%	+$54.8K	0.06%	288
2021 Q1	$1.87M	Buy	+155,734	New	+$1.7M	0.06%	291

Other funds holding MDU

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return