Jones Financial Companies’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.6M | Buy |
1,490,186
+109,156
| +8% | +$2.37M | 0.01% | 523 |
|
|
2026
Q1 | $28.5M | Buy |
1,381,030
+1,178,789
| +583% | +$24.1M | 0.01% | 498 |
|
|
2025
Q4 | $3.95M | Buy |
202,241
+30,141
| +18% | +$593K | ﹤0.01% | 709 |
|
|
2025
Q3 | $3.01M | Buy |
172,100
+32,878
| +24% | +$549K | ﹤0.01% | 731 |
|
|
2025
Q2 | $2.31M | Buy |
139,222
+19,413
| +16% | +$327K | ﹤0.01% | 713 |
|
|
2025
Q1 | $2M | Buy |
119,809
+30,693
| +34% | +$530K | ﹤0.01% | 652 |
|
|
2024
Q4 | $1.61M | Sell |
89,116
-25,850
| -22% | -$453K | ﹤0.01% | 618 |
|
|
2024
Q3 | $1.75M | Buy |
114,966
+34,721
| +43% | +$494K | ﹤0.01% | 481 |
|
|
2024
Q2 | $1.12M | Buy |
80,245
+46,309
| +136% | +$640K | ﹤0.01% | 408 |
|
|
2024
Q1 | $474K | Buy |
33,936
+17,733
| +109% | +$205K | ﹤0.01% | 336 |
|
|
2023
Q4 | $178K | Buy |
16,203
+9,136
| +129% | +$96.4K | ﹤0.01% | 342 |
|
|
2023
Q3 | $76.7K | Sell |
7,067
-3,705
| -34% | -$42.7K | ﹤0.01% | 330 |
|
|
2023
Q2 | $125K | Sell |
10,772
-4,568
| -30% | -$51.4K | ﹤0.01% | 294 |
|
|
2023
Q1 | $178K | Buy |
15,340
+555
| +4% | +$6.45K | ﹤0.01% | 273 |
|
|
2022
Q4 | $170K | Sell |
14,785
-1,578
| -10% | -$17.7K | ﹤0.01% | 265 |
|
|
2022
Q3 | $170K | Buy |
16,363
+4,797
| +41% | +$53K | ﹤0.01% | 256 |
|
|
2022
Q2 | $118K | Sell |
11,566
-1,326
| -10% | -$13.5K | ﹤0.01% | 272 |
|
|
2022
Q1 | $131K | Hold |
12,892
| – | – | ﹤0.01% | 284 |
|
|
2021
Q4 | $151K | Buy |
12,892
+295
| +2% | +$3.33K | ﹤0.01% | 279 |
|
|
2021
Q3 | $142K | Sell |
12,597
-69
| -0.5% | -$826 | ﹤0.01% | 246 |
|
|
2021
Q2 | $151K | Buy |
12,666
+3,375
| +36% | +$42.3K | ﹤0.01% | 244 |
|
|
2021
Q1 | $111K | Buy |
9,291
+294
| +3% | +$3.2K | ﹤0.01% | 267 |
|
|
2020
Q4 | $90K | Buy |
+8,997
| New | +$84.1K | ﹤0.01% | 258 |
|
|
2020
Q2 | – | Sell |
-25,683
| Closed | -$210K | – | 196 |
|
|
2020
Q1 | $210K | Buy |
25,683
+7,077
| +38% | +$74.5K | ﹤0.01% | 188 |
|
|
2019
Q4 | $210K | Buy |
+18,606
| New | +$203K | ﹤0.01% | 203 |
|
|
2018
Q3 | – | Sell |
-19,416
| Closed | -$211K | – | 207 |
|
|
2018
Q2 | $211K | Sell |
19,416
-4,842
| -20% | -$51.6K | ﹤0.01% | 201 |
|
|
2018
Q1 | $260K | Buy |
24,258
+3,001
| +14% | +$30.5K | ﹤0.01% | 198 |
|
|
2017
Q4 | $217K | Sell |
21,257
-1,186
| -5% | -$12.2K | ﹤0.01% | 217 |
|
|
2017
Q3 | $222K | Sell |
22,443
-5,747
| -20% | -$57.3K | ﹤0.01% | 202 |
|
|
2017
Q2 | $281K | Sell |
28,190
-1,927
| -6% | -$19.7K | ﹤0.01% | 195 |
|
|
2017
Q1 | $314K | Sell |
30,117
-3,196
| -10% | -$33.4K | ﹤0.01% | 194 |
|
|
2016
Q4 | $365K | Sell |
33,313
-4,223
| -11% | -$43.7K | ﹤0.01% | 189 |
|
|
2016
Q3 | $363K | Sell |
37,536
-5,407
| -13% | -$49.4K | ﹤0.01% | 188 |
|
|
2016
Q2 | $392K | Sell |
42,943
-755
| -2% | -$6.15K | ﹤0.01% | 187 |
|
|
2016
Q1 | $324K | Sell |
43,698
-8,340
| -16% | -$56.2K | ﹤0.01% | 191 |
|
|
2015
Q4 | $362K | Sell |
52,038
-11,576
| -18% | -$80.2K | ﹤0.01% | 195 |
|
|
2015
Q3 | $416K | Sell |
63,614
-51,522
| -45% | -$351K | ﹤0.01% | 192 |
|
|
2015
Q2 | $855K | Sell |
115,136
-32,309
| -22% | -$260K | 0.01% | 159 |
|
|
2015
Q1 | $1.2M | Sell |
147,445
-34,112
| -19% | -$289K | 0.01% | 148 |
|
|
2014
Q4 | $1.62M | Sell |
181,557
-1,183
| -0.6% | -$11.4K | 0.01% | 134 |
|
|
2014
Q3 | $1.93M | Buy |
182,740
+4,221
| +2% | +$50.2K | 0.01% | 126 |
|
|
2014
Q2 | $2.38M | Sell |
178,519
-9,528
| -5% | -$124K | 0.02% | 116 |
|
|
2014
Q1 | $2.45M | Sell |
188,047
-11,761
| -6% | -$146K | 0.02% | 116 |
|
|
2013
Q4 | $2.32M | Sell |
199,808
-14,609
| -7% | -$165K | 0.02% | 111 |
|
|
2013
Q3 | $2.28M | Sell |
214,417
-15,027
| -7% | -$158K | 0.02% | 106 |
|
|
2013
Q2 | $2.26M | Buy |
+229,444
| New | +$2.21M | 0.02% | 96 |
|
Other funds holding MDU
Jones Financial Companies's MDU Position: Q2 2026 in Review
Jones Financial Companies increased its MDU Resources (MDU) stake by 7.9% in Q2 2026, buying an estimated $2.37M and bringing the position to 1,490,186 shares worth $32.6M. The position accounts for 0.01% of the portfolio, ranked #523.
Jones Financial Companies first reported a position in MDU in Q2 2013 and has held it in 46 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.
- Jones Financial Companies held 1,490,186 shares of MDU Resources worth $32.6M as of Q2 2026.
- Jones Financial Companies bought 109,156 MDU Resources shares in Q2 2026, an estimated $2.37M.
- MDU Resources made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #523 holding.
- Jones Financial Companies first reported a position in MDU Resources in Q2 2013 and has held it in 46 quarters since.
- 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.
Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.