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W.H. Reaves & Co’s MDU Resources MDU Stock Holding History

W.H. Reaves & Co’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
-50,000
Closed -$834K – 84
2025
Q2 		$834K Hold
50,000
– – 0.02% 66
2025
Q1 		$846K Hold
50,000
– – 0.02% 70
2024
Q4 		$901K Sell
50,000
-40,250
-45% -$706K 0.02% 63
2024
Q3 		$1.37M Buy
+90,250
New +$1.28M 0.04% 63

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

W.H. Reaves & Co's MDU Position: Q3 2025 in Review

W.H. Reaves & Co sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 50,000 shares — an estimated $834K sold.

W.H. Reaves & Co first reported a position in MDU in Q3 2024 and held it in 4 quarters. The position peaked at $1.37M in Q3 2024. 405 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

  • W.H. Reaves & Co reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
  • W.H. Reaves & Co sold 50,000 MDU Resources shares in Q3 2025, an estimated $834K.
  • W.H. Reaves & Co first reported a position in MDU Resources in Q3 2024 and held it in 4 quarters.
  • W.H. Reaves & Co's MDU Resources position peaked at $1.37M in Q3 2024.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on W.H. Reaves & Co's 13F filing for Q3 2025, filed 6 Nov 2025.