Petrus Trust Company’s MDU Resources MDU Stock Holding History

Petrus Trust Company’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	-13,177	Closed	-$220K	–	387
2025 Q2	$220K	Hold	13,177	–	–	0.02%	441
2025 Q1	$223K	Buy	+13,177	New	+$227K	0.02%	509
2024 Q1	–	Sell	-26,111	Closed	-$286K	–	734
2023 Q4	$286K	Hold	26,111	–	–	0.03%	462
2023 Q3	$283K	Hold	26,111	–	–	0.03%	410
2023 Q2	$303K	Buy	+26,111	New	+$294K	0.03%	366
2019 Q3	–	Sell	-21,610	Closed	-$212K	–	320
2019 Q2	$212K	Hold	21,610	–	–	0.04%	215
2019 Q1	$212K	Buy	+21,610	New	+$210K	0.04%	216
2016 Q1	–	Sell	-26,862	Closed	-$187K	–	203
2015 Q4	$187K	Buy	+26,862	New	+$186K	0.04%	124

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Petrus Trust Company's MDU Position: Q3 2025 in Review

Petrus Trust Company sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 13,177 shares — an estimated $220K sold.

Petrus Trust Company first reported a position in MDU in Q4 2015 and held it in 8 quarters. The position peaked at $303K in Q2 2023. 405 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

Petrus Trust Company reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 13,177 MDU Resources shares in Q3 2025, an estimated $220K.
Petrus Trust Company first reported a position in MDU Resources in Q4 2015 and held it in 8 quarters.
Petrus Trust Company's MDU Resources position peaked at $303K in Q2 2023.
405 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.