MDU Resources Group, Inc.
MX ˙ BMV ˙ US5526901096
SecurityMX:MDU / MDU Resources Group, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership526,783 shares
Latest Disclosed Value $ 10,914,935
Envestnet Asset Management Inc reports 10.95% increase in ownership of MDU / MDU Resources Group, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 526,783 shares of MDU Resources Group, Inc. (MX:MDU) valued at $10,914,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 474,801 shares of MDU Resources Group, Inc.. This represents a change in shares of 10.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F MDU RES GROUP COM 552690109 526,783 51,982 10.95 10,915 17.77 0.0029
2026-02-10 2025-12-31 13F MDU RES GROUP COM 552690109 474,801 131,347 38.24 9,268 51.52 0.0027
2025-11-05 2025-09-30 13F MDU RES GROUP COM 552690109 343,454 130,521 61.30 6,117 72.33 0.0018
2025-08-01 2025-06-30 13F MDU RES GROUP COM 552690109 212,933 130,073 156.98 3,550 153.32 0.0010
2025-04-29 2025-03-31 13F MDU RES GROUP COM 552690109 82,860 16,913 25.65 1,401 17.93 0.0005
2025-02-13 2024-12-31 13F MDU RES GROUP COM 552690109 65,947 -10,606 -13.85 1,188 -43.37 0.0004
2024-11-07 2024-09-30 13F MDU RES GROUP COM 552690109 76,553 11,737 18.11 2,098 29.03 0.0007
2024-08-08 2024-06-30 13F MDU RES GROUP COM 552690109 64,816 55 0.08 1,627 -0.31 0.0006
2024-05-13 2024-03-31 13F MDU RES GROUP COM 552690109 64,761 819 1.28 1,632 28.83 0.0006
2024-02-13 2023-12-31 13F MDU RES GROUP COM 552690109 63,942 13,096 25.76 1,266 27.24 0.0005
2023-11-13 2023-09-30 13F MDU RES GROUP COM 552690109 50,846 38,248 303.60 996 278.33 0.0005
2023-08-04 2023-06-30 13F MDU RES GROUP COM 552690109 12,598 -24,458 -66.00 264 -76.71 0.0001
2023-05-11 2023-03-31 13F MDU RES GROUP COM 552690109 37,056 -23,158 -38.46 1,129 -38.17 0.0005
2023-02-07 2022-12-31 13F MDU RES GROUP COM 552690109 60,214 -4,927 -7.56 1,827 2.47 0.0009
2022-11-10 2022-09-30 13F MDU RES GROUP COM 552690109 65,141 754 1.17 1,782 2.53 0.0010
2022-08-03 2022-06-30 13F MDU RES GROUP COM 552690109 64,387 -38,853 -37.63 1,738 -36.82 0.0010
2022-05-04 2022-03-31 13F MDU RES GROUP COM 552690109 103,240 -10,945 -9.59 2,751 -21.87 0.0014
2022-02-04 2021-12-31 13F MDU RES GROUP COM 552690109 114,185 20,669 22.10 3,521 26.88 0.0017
2021-10-07 2021-09-30 13F MDU RES GROUP COM 552690109 93,516 39,874 74.33 2,775 65.08 0.0015
2021-08-04 2021-06-30 13F MDU RES GROUP COM 552690109 53,642 -1,111 -2.03 1,681 -2.89 0.0010
2021-05-04 2021-03-31 13F MDU RES GROUP COM 552690109 54,753 5,651 11.51 1,731 33.87 0.0011
2021-02-02 2020-12-31 13F MDU RES GROUP COM 552690109 49,102 -6,316 -11.40 1,293 3.69 0.0010
2020-10-09 2020-09-30 13F MDU RES GROUP COM 552690109 55,418 25,648 86.15 1,247 88.94 0.0011
2020-07-08 2020-06-30 13F MDU RES GROUP COM 552690109 29,770 11,931 66.88 660 71.88 0.0006
2020-04-23 2020-03-31 13F MDU RES GROUP COM 552690109 17,839 8,021 81.70 384 31.51 0.0005
2020-02-11 2019-12-31 13F MDU RES GROUP COM 552690109 9,818 9,818 292 0.0003
2018-11-14 2018-09-30 13F MDU RES GROUP COM 552690109 0 -572 -100.00 0 -100.00
2018-08-10 2018-06-30 13F MDU RES GROUP COM 552690109 572 108 23.28 16 23.08 0.0000
2018-05-09 2018-03-31 13F MDU RES GROUP COM 552690109 464 -63 -11.95 13 -7.14 0.0000
2018-02-20 2017-12-31 13F MDU RES GROUP COM 552690109 527 0 0.00 14 7.69 0.0000
2017-11-13 2017-09-30 13F MDU RES GROUP COM 552690109 527 -409 -43.70 13 -45.83 0.0000
2017-08-14 2017-06-30 13F MDU RES GROUP COM 552690109 936 -1 -0.11 24 -7.69 0.0001
2017-05-09 2017-03-31 13F MDU RES GROUP COM 552690109 937 -273 -22.56 26 -25.71 0.0001
2017-02-14 2016-12-31 13F MDU RES GROUP COM 552690109 1,210 138 12.87 35 29.63 0.0001
2016-11-14 2016-09-30 13F MDU RES GROUP COM 552690109 1,072 -112 -9.46 27 -3.57 0.0001
2016-08-15 2016-06-30 13F MDU RES GROUP COM 552690109 1,184 -944 -44.36 28 -31.71 0.0001
2016-05-16 2016-03-31 13F MDU RES GROUP COM 552690109 2,128 568 36.41 41 41.38 0.0002
2016-02-16 2015-12-31 13F MDU RES GROUP COM 552690109 1,560 -953 -37.92 29 -32.56 0.0001
2015-11-13 2015-09-30 13F MDU RES GROUP COM 552690109 2,513 2,513 0.00 43 0.0002
2015-08-13 2015-06-30 13F MDU RES GROUP COM 552690109 0 -86,242 -100.00 0 -100.00
2015-05-15 2015-03-31 13F MDU RES GROUP COM 552690109 86,242 86,242 1,840 0.0095
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.