Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s MDU Resources MDU Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$554K Buy
25,992
+94
+0.4% +$1.93K ﹤0.01% 2234
2025
Q4 		$516K Buy
25,898
+3,484
+16% +$68.6K ﹤0.01% 2449
2025
Q3 		$408K Buy
22,414
+540
+2% +$9.01K ﹤0.01% 2535
2025
Q2 		$368K Buy
21,874
+211
+1% +$3.55K ﹤0.01% 2459
2025
Q1 		$366K Buy
21,663
+1,742
+9% +$30.1K ﹤0.01% 2286
2024
Q4 		$359K Sell
19,921
-12,376
-38% -$217K ﹤0.01% 2234
2024
Q3 		$490K Sell
32,297
-112
-0.3% -$1.59K ﹤0.01% 1844
2024
Q2 		$451K Buy
32,409
+5,368
+20% +$74.1K ﹤0.01% 1708
2024
Q1 		$378K Sell
27,041
-258
-0.9% -$2.98K ﹤0.01% 1758
2023
Q4 		$299K Sell
27,299
-3,189
-10% -$33.7K ﹤0.01% 1814
2023
Q3 		$331K Buy
+30,488
New +$351K ﹤0.01% 1683
2018
Q1 		– Sell
-43,864
Closed -$435K – 166
2017
Q4 		$435K Buy
+43,864
New +$449K 0.03% 130

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VCM
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State Street
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Bank of America
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SEI Investments
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return