Rockefeller Capital Management
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Rockefeller Capital Management’s MDU Resources MDU Stock Holding History

Rockefeller Capital Management’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 		$139K Buy
6,557
+4,325
+194% +$94.1K ﹤0.01% 2797
2026
Q1 		$46.3K Buy
2,232
+131
+6% +$2.68K ﹤0.01% 3318
2025
Q4 		$41K Buy
2,101
+605
+40% +$11.9K ﹤0.01% 3158
2025
Q3 		$26.6K Buy
+1,496
New +$25K ﹤0.01% 3206
2023
Q1 		– Sell
-100
Closed -$1K – 3116
2022
Q4 		$1K Hold
100
– – ﹤0.01% 3713
2022
Q3 		$1K Sell
100
-392
-80% -$4.33K ﹤0.01% 3748
2022
Q2 		$5K Buy
492
+392
+392% +$3.98K ﹤0.01% 3461
2022
Q1 		$1K Hold
100
– – ﹤0.01% 3750
2021
Q4 		$1K Sell
100
-2,546
-96% -$28.7K ﹤0.01% 3660
2021
Q3 		$29K Buy
2,646
+2,546
+2,546% +$30.5K ﹤0.01% 2412
2021
Q2 		$1K Sell
100
-397
-80% -$4.98K ﹤0.01% 3350
2021
Q1 		$5K Sell
497
-92
-16% -$1K ﹤0.01% 2896
2020
Q4 		$5K Buy
589
+192
+48% +$1.79K ﹤0.01% 2432
2020
Q3 		$3K Hold
397
– – ﹤0.01% 2342
2020
Q2 		$3K Hold
397
– – ﹤0.01% 2238
2020
Q1 		$3K Buy
+397
New +$4.18K ﹤0.01% 2096
2019
Q2 		– Sell
-2,519
Closed -$25K – 1840
2019
Q1 		$25K Buy
+2,519
New +$24.5K ﹤0.01% 1145

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

Rockefeller Capital Management's MDU Position: Q2 2026 in Review

Rockefeller Capital Management increased its MDU Resources (MDU) stake by 194% in Q2 2026, buying an estimated $94.1K and bringing the position to 6,557 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #2797.

Rockefeller Capital Management first reported a position in MDU in Q1 2019 and has held it in 17 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Rockefeller Capital Management held 6,557 shares of MDU Resources worth $139K as of Q2 2026.
  • Rockefeller Capital Management bought 4,325 MDU Resources shares in Q2 2026, an estimated $94.1K.
  • MDU Resources made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2797 holding.
  • Rockefeller Capital Management first reported a position in MDU Resources in Q1 2019 and has held it in 17 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.