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New Age Alpha Advisors’s MDU Resources MDU Stock Holding History

New Age Alpha 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
Q4 		– Sell
-28,462
Closed -$507K – 849
2025
Q3 		$507K Sell
28,462
-505
-2% -$8.43K 0.02% 494
2025
Q2 		$483K Sell
28,967
-5,565
-16% -$93.6K 0.02% 481
2025
Q1 		$584K Buy
+34,532
New +$596K 0.03% 489

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

New Age Alpha Advisors's MDU Position: Q4 2025 in Review

New Age Alpha Advisors sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 28,462 shares — an estimated $507K sold.

New Age Alpha Advisors first reported a position in MDU in Q1 2025 and held it in 3 quarters. The position peaked at $584K in Q1 2025. 416 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

  • New Age Alpha Advisors reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 28,462 MDU Resources shares in Q4 2025, an estimated $507K.
  • New Age Alpha Advisors first reported a position in MDU Resources in Q1 2025 and held it in 3 quarters.
  • New Age Alpha Advisors's MDU Resources position peaked at $584K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.