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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MDU
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MDU Position History
MDU Resources Group, Inc. • Utilities
Quarters held
10
Latest value
$321K
Q3 2026
Peak value
$818K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $408K |
| Q3 2025 | $244K |
| Q4 2025 | $516K |
| Q4 2025 | $359K |
| Q1 2026 | $554K |
| Q1 2026 | $411K |
| Q2 2026 | $670K |
| Q2 2026 | $439K |
| Q3 2026 | $818K |
| Q3 2026 | $321K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $321K | 44.7K | — | — |
| Q3 2026 | $818K | 43.5K | — | — |
| Q2 2026 | $439K | 46.2K | — | — |
| Q2 2026 | $670K | 31.9K | — | — |
| Q1 2026 | $411K | 42.3K | — | — |
| Q1 2026 | $554K | 26.0K | — | — |
| Q4 2025 | $359K | 38.1K | — | — |
| Q4 2025 | $516K | 25.9K | — | — |
| Q3 2025 | $244K | 27.2K | — | — |
| Q3 2025 | $408K | 22.4K | — | — |
Other funds holding MDU
$281.3M
$157.4M
$157.4M
$149.7M
$145.8M
$107.9M