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Synergy Investment Management’s MDU Resources MDU Stock Holding History

Synergy Investment 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 		$1.34K Hold
63
– – ﹤0.01% 950
2026
Q1 		$1.3K Buy
+63
New +$1.29K ﹤0.01% 744
2025
Q2 		– Sell
-63
Closed -$1.06K – 377
2025
Q1 		$1.06K Hold
63
– – ﹤0.01% 571
2024
Q4 		$1.14K Buy
+63
New +$1.1K ﹤0.01% 599

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

Synergy Investment Management's MDU Position: Q2 2026 in Review

Synergy Investment Management held its MDU Resources (MDU) position steady in Q2 2026 at 63 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Synergy Investment Management first reported a position in MDU in Q4 2024 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Synergy Investment Management held 63 shares of MDU Resources worth $1.34K as of Q2 2026.
  • Synergy Investment Management left its MDU Resources share count unchanged in Q2 2026.
  • MDU Resources made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #950 holding.
  • Synergy Investment Management first reported a position in MDU Resources in Q4 2024 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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