Plante Moran Financial Advisors’s MDU Resources MDU Stock Holding History

Plante Moran Financial 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
2026 Q2	$700	Buy	+33	New	+$718	﹤0.01%	1009
2014 Q4	–	Sell	-1,602	Closed	-$17K	–	835
2014 Q3	$17K	Buy	1,602 +1,213	+312%	+$14.4K	0.01%	430
2014 Q2	$5K	Hold	389	–	–	﹤0.01%	667
2014 Q1	$5K	Hold	389	–	–	0.01%	468
2013 Q4	$5K	Hold	389	–	–	﹤0.01%	533
2013 Q3	$4K	Hold	389	–	–	﹤0.01%	496
2013 Q2	$4K	Buy	+389	New	+$3.74K	﹤0.01%	471

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's MDU Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in MDU Resources (MDU) in Q2 2026: 33 shares worth $700. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MDU as recently as Q3 2014.

Plante Moran Financial Advisors first reported a position in MDU in Q2 2013 and has held it in 7 quarters since. The position peaked at $17K in Q3 2014. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Plante Moran Financial Advisors held 33 shares of MDU Resources worth $700 as of Q2 2026.
MDU Resources was a new Plante Moran Financial Advisors position in Q2 2026.
MDU Resources made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1009 holding.
Plante Moran Financial Advisors first reported a position in MDU Resources in Q2 2013 and has held it in 7 quarters since.
Plante Moran Financial Advisors's MDU Resources position peaked at $17K in Q3 2014.
437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.