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Kestra Investment Management’s MDU Resources MDU Stock Holding History

Kestra Investment 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
Q3 		– Sell
-1,204
Closed -$20.1K – 632
2025
Q2 		$20.1K Buy
1,204
+259
+27% +$4.36K ﹤0.01% 523
2025
Q1 		$16K Buy
+945
New +$16.3K ﹤0.01% 574

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Kestra Investment Management's MDU Position: Q3 2025 in Review

Kestra Investment Management sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 1,204 shares — an estimated $20.1K sold.

Kestra Investment Management first reported a position in MDU in Q1 2025 and held it in 2 quarters. The position peaked at $20.1K in Q2 2025. 407 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

  • Kestra Investment Management reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,204 MDU Resources shares in Q3 2025, an estimated $20.1K.
  • Kestra Investment Management first reported a position in MDU Resources in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's MDU Resources position peaked at $20.1K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.