Mackenzie Financial
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Mackenzie Financial’s MDU Resources MDU Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-54,220
Closed -$1.12M – 1640
2026
Q1 		$1.12M Buy
+54,220
New +$1.11M ﹤0.01% 1057
2025
Q4 		– Sell
-82,317
Closed -$1.47M – 1762
2025
Q3 		$1.47M Buy
82,317
+48,357
+142% +$807K ﹤0.01% 946
2025
Q2 		$566K Hold
33,960
– – ﹤0.01% 1185
2025
Q1 		$574K Buy
33,960
+14,986
+79% +$259K ﹤0.01% 1150
2024
Q4 		$342K Sell
18,974
-14,101
-43% -$247K ﹤0.01% 1331
2024
Q3 		$502K Buy
33,075
+6,300
+24% +$89.7K ﹤0.01% 1021
2024
Q2 		$372K Sell
26,775
-2,484
-8% -$34.3K ﹤0.01% 1092
2024
Q1 		$408K Buy
29,259
+3,383
+13% +$39.1K ﹤0.01% 1071
2023
Q4 		$284K Hold
25,876
– – ﹤0.01% 1174
2023
Q3 		$268K Buy
25,876
+7,220
+39% +$83.1K ﹤0.01% 1176
2023
Q2 		$217K Sell
18,656
-8,526
-31% -$95.9K ﹤0.01% 1308
2023
Q1 		$315K Buy
+27,182
New +$316K ﹤0.01% 1168
2021
Q4 		– Sell
-1,293,359
Closed -$14.6M – 1474
2021
Q3 		$14.6M Buy
1,293,359
+51,917
+4% +$622K 0.02% 401
2021
Q2 		$14.8M Buy
1,241,442
+3,637
+0.3% +$45.6K 0.02% 386
2021
Q1 		$14.9M Buy
1,237,805
+1,181,628
+2,103% +$12.9M 0.02% 360
2020
Q4 		$563K Buy
+56,177
New +$525K ﹤0.01% 811
2020
Q2 		– Sell
-242,780
Closed -$1.99M – 1085
2020
Q1 		$1.99M Buy
+242,780
New +$2.56M 0.01% 502
2018
Q3 		– Sell
-42,604
Closed -$465K – 1132
2018
Q2 		$465K Buy
42,604
+173
+0.4% +$1.84K ﹤0.01% 805
2018
Q1 		$454K Buy
+42,431
New +$431K ﹤0.01% 752
2014
Q4 		– Sell
-43,130
Closed -$456K – 758
2014
Q3 		$456K Sell
43,130
-6,312
-13% -$75.1K ﹤0.01% 625
2014
Q2 		$660K Buy
+49,442
New +$646K ﹤0.01% 567

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 $3.37T AUM 44.26% 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

Mackenzie Financial's MDU Position: Q2 2026 in Review

Mackenzie Financial sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 54,220 shares — an estimated $1.12M sold.

Mackenzie Financial first reported a position in MDU in Q2 2014 and held it in 21 quarters. The position peaked at $14.9M in Q1 2021. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Mackenzie Financial reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 54,220 MDU Resources shares in Q2 2026, an estimated $1.12M.
  • Mackenzie Financial first reported a position in MDU Resources in Q2 2014 and held it in 21 quarters.
  • Mackenzie Financial's MDU Resources position peaked at $14.9M in Q1 2021.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.