Perpetual Ltd
MDU icon

Perpetual Ltd’s MDU Resources MDU Stock Holding History

Perpetual Ltd’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
Q3 		$23.8M Sell
1,283,404
-86,038
-6% -$1.72M 0.36% 75
2026
Q2 		$29M Buy
1,369,442
+41,560
+3% +$904K 0.41% 72
2026
Q1 		$27.5M Buy
1,327,882
+199,270
+18% +$4.08M 0.42% 62
2025
Q4 		$22M Buy
+1,128,612
New +$22.2M 0.32% 87

Other funds holding MDU

Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perpetual Ltd's MDU Position: Q3 2026 in Review

Perpetual Ltd reduced its MDU Resources (MDU) stake by 6.3% in Q3 2026, selling an estimated $1.72M and leaving 1,283,404 shares worth $23.8M. The position accounts for 0.36% of the portfolio, ranked #75.

Perpetual Ltd first reported a position in MDU in Q4 2025 and has held it in 4 quarters since. The position peaked at $29M in Q2 2026. 107 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Perpetual Ltd held 1,283,404 shares of MDU Resources worth $23.8M as of Q3 2026.
  • Perpetual Ltd sold 86,038 MDU Resources shares in Q3 2026, an estimated $1.72M.
  • MDU Resources made up 0.36% of Perpetual Ltd's portfolio in Q3 2026, its #75 holding.
  • Perpetual Ltd first reported a position in MDU Resources in Q4 2025 and has held it in 4 quarters since.
  • Perpetual Ltd's MDU Resources position peaked at $29M in Q2 2026.
  • 107 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.