JNBA Financial Advisors’s MDU Resources MDU Stock Holding History

JNBA Financial 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
2025 Q2	–	Sell	-300	Closed	-$5.07K	–	677
2025 Q1	$5.07K	Buy	+300	New	+$5.18K	﹤0.01%	539
2023 Q4	–	Sell	-188	Closed	-$2.04K	–	735
2023 Q3	$2.04K	Hold	188	–	–	﹤0.01%	626
2023 Q2	$2.18K	Sell	188 -86	-31%	-$967	﹤0.01%	614
2023 Q1	$3.17K	Hold	274	–	–	﹤0.01%	593
2022 Q4	$3.15K	Hold	274	–	–	﹤0.01%	555
2022 Q3	$3K	Hold	274	–	–	﹤0.01%	572
2022 Q2	$3K	Hold	274	–	–	﹤0.01%	614
2022 Q1	$3K	Hold	274	–	–	﹤0.01%	601
2021 Q4	$3K	Buy	+274	New	+$3.09K	﹤0.01%	696
2018 Q4	–	Sell	-902	Closed	-$9K	–	651
2018 Q3	$9K	Buy	+902	New	+$9.65K	﹤0.01%	386
2016 Q4	–	Sell	-342	Closed	-$3K	–	977
2016 Q3	$3K	Buy	+342	New	+$3.12K	﹤0.01%	1357
2013 Q4	–	Sell	-1,446	Closed	-$15K	–	445
2013 Q3	$15K	Buy	+1,446	New	+$15.2K	0.01%	268

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

JNBA Financial Advisors's MDU Position: Q2 2025 in Review

JNBA Financial Advisors sold out of MDU Resources (MDU) in Q2 2025, closing a stake of 300 shares — an estimated $5.07K sold.

JNBA Financial Advisors first reported a position in MDU in Q3 2013 and held it in 12 quarters. The position peaked at $15K in Q3 2013. 407 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

JNBA Financial Advisors reported no remaining MDU Resources position as of Q2 2025 after selling out during the quarter.
JNBA Financial Advisors sold 300 MDU Resources shares in Q2 2025, an estimated $5.07K.
JNBA Financial Advisors first reported a position in MDU Resources in Q3 2013 and held it in 12 quarters.
JNBA Financial Advisors's MDU Resources position peaked at $15K in Q3 2013.
407 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.