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Yaupon Capital Management’s MDU Resources MDU Stock Holding History

Yaupon 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 		– Sell
-548,025
Closed -$11.4M – 141
2026
Q1 		$11.4M Sell
548,025
-651,975
-54% -$13.4M 0.35% 66
2025
Q4 		$23.4M Buy
+1,200,000
New +$23.6M 0.85% 39
2024
Q3 		– Sell
-322,904
Closed -$4.49M – 117
2024
Q2 		$4.49M Hold
322,904
– – 0.23% 85
2024
Q1 		$4.51M Buy
+322,904
New +$3.74M 0.23% 88
2022
Q4 		– Sell
-165,020
Closed -$1.72M – 100
2022
Q3 		$1.72M Buy
+165,020
New +$1.82M 0.37% 63

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

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

Yaupon Capital Management sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 548,025 shares — an estimated $11.4M sold.

Yaupon Capital Management first reported a position in MDU in Q3 2022 and held it in 5 quarters. The position peaked at $23.4M in Q4 2025. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Yaupon Capital Management reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Yaupon Capital Management sold 548,025 MDU Resources shares in Q2 2026, an estimated $11.4M.
  • Yaupon Capital Management first reported a position in MDU Resources in Q3 2022 and held it in 5 quarters.
  • Yaupon Capital Management's MDU Resources position peaked at $23.4M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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