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Jupiter Asset Management’s MDU Resources MDU Stock Holding History

Jupiter Asset Management’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
Q4 		– Sell
-707,397
Closed -$12.6M – 457
2025
Q3 		$12.6M Buy
+707,397
New +$11.8M 0.11% 201
2025
Q2 		– Sell
-967,678
Closed -$16.4M – 488
2025
Q1 		$16.4M Sell
967,678
-367,142
-28% -$6.34M 0.16% 179
2024
Q4 		$24.1M Sell
1,334,820
-375,683
-22% -$6.59M 0.23% 140
2024
Q3 		$26M Buy
1,710,503
+911,920
+114% +$13M 0.23% 142
2024
Q2 		$11.1M Buy
+798,583
New +$11M 0.1% 197
2022
Q1 		– Sell
-3,372,141
Closed -$39.4M – 574
2021
Q4 		$39.4M Hold
3,372,141
– – 0.43% 73
2021
Q3 		$38M Sell
3,372,141
-44,903
-1% -$538K 0.43% 66
2021
Q2 		$40.7M Sell
3,417,044
-117,924
-3% -$1.48M 0.42% 68
2021
Q1 		$42.5M Sell
3,534,968
-160,588
-4% -$1.75M 0.42% 64
2020
Q4 		$37M Sell
3,695,556
-167,298
-4% -$1.56M 0.37% 72
2020
Q3 		$33M Buy
+3,862,854
New +$33.2M 0.35% 78

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jupiter Asset Management's MDU Position: Q4 2025 in Review

Jupiter Asset Management sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 707,397 shares — an estimated $12.6M sold.

Jupiter Asset Management first reported a position in MDU in Q3 2020 and held it in 11 quarters. The position peaked at $42.5M in Q1 2021. 415 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

  • Jupiter Asset Management reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 707,397 MDU Resources shares in Q4 2025, an estimated $12.6M.
  • Jupiter Asset Management first reported a position in MDU Resources in Q3 2020 and held it in 11 quarters.
  • Jupiter Asset Management's MDU Resources position peaked at $42.5M in Q1 2021.
  • 415 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.