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Jefferies Financial Group’s MDU Resources MDU Stock Holding History

Jefferies Financial Group’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 		– Sell
-24,893
Closed -$486K – 2028
2025
Q4 		$486K Buy
+24,893
New +$490K ﹤0.01% 1335
2024
Q2 		– Sell
-56,509
Closed -$789K – 1697
2024
Q1 		$789K Sell
56,509
-108,288
-66% -$1.25M 0.01% 910
2023
Q4 		$1.81M Buy
+164,797
New +$1.74M 0.01% 753

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

Jefferies Financial Group's MDU Position: Q1 2026 in Review

Jefferies Financial Group sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 24,893 shares — an estimated $486K sold.

Jefferies Financial Group first reported a position in MDU in Q4 2023 and held it in 3 quarters. The position peaked at $1.81M in Q4 2023. 422 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Jefferies Financial Group reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 24,893 MDU Resources shares in Q1 2026, an estimated $486K.
  • Jefferies Financial Group first reported a position in MDU Resources in Q4 2023 and held it in 3 quarters.
  • Jefferies Financial Group's MDU Resources position peaked at $1.81M in Q4 2023.
  • 422 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.