RIA
MDU icon

Regal Investment Advisors’s MDU Resources MDU Stock Holding History

Regal Investment 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 		$645K Buy
30,412
+600
+2% +$13.1K 0.03% 413
2026
Q1 		$618K Buy
29,812
+8,020
+37% +$164K 0.04% 390
2025
Q4 		$425K Buy
+21,792
New +$429K 0.03% 452

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

Regal Investment Advisors's MDU Position: Q2 2026 in Review

Regal Investment Advisors increased its MDU Resources (MDU) stake by 2% in Q2 2026, buying an estimated $13.1K and bringing the position to 30,412 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #413.

Regal Investment Advisors first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Regal Investment Advisors held 30,412 shares of MDU Resources worth $645K as of Q2 2026.
  • Regal Investment Advisors bought 600 MDU Resources shares in Q2 2026, an estimated $13.1K.
  • MDU Resources made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #413 holding.
  • Regal Investment Advisors first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.