Back to MDU
Forza Wealth Management, LLC → MDU
Forza Wealth Management, LLC MDU Position History
MDU Resources Group, Inc. • Utilities
Quarters held
5
Latest value
$380K
Q3 2026
Peak value
$434K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $365K |
| Q4 2025 | $400K |
| Q1 2026 | $424K |
| Q2 2026 | $434K |
| Q3 2026 | $380K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $380K | 20.5K | — | — |
| Q2 2026 | $434K | 20.5K | — | — |
| Q1 2026 | $424K | 20.5K | — | — |
| Q4 2025 | $400K | 20.5K | — | — |
| Q3 2025 | $365K | 20.5K | — | — |
Other funds holding MDU
$281.3M
$157.4M
$157.4M
$149.7M
$145.8M
$107.9M