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MDU · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MDUGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MDU
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterMDUGEV
Q3 20206 holders, $172mnone listed holders, n.a.
Q4 20207 holders, $128mnone listed holders, n.a.
Q1 20216 holders, $90mnone listed holders, n.a.
Q2 20215 holders, $89mnone listed holders, n.a.
Q3 20215 holders, $79mnone listed holders, n.a.
Q4 20216 holders, $89mnone listed holders, n.a.
Q1 20227 holders, $73mnone listed holders, n.a.
Q2 20222 holders, $18mnone listed holders, n.a.
Q3 20222 holders, $9.3mnone listed holders, n.a.
Q4 20221 holders, $2.3mnone listed holders, n.a.
Q1 20233 holders, $3.4mnone listed holders, n.a.
Q2 20232 holders, $3.3mnone listed holders, n.a.
Q3 20233 holders, $49mnone listed holders, n.a.
Q4 20234 holders, $74mnone listed holders, n.a.
Q1 20245 holders, $66m3 holders, $544m
Q2 20242 holders, $66m26 holders, $9.8bn
Q3 20243 holders, $64m31 holders, $11.9bn
Q4 20241 holders, $1.0m37 holders, $15.3bn
Q1 20253 holders, $6.8m36 holders, $14.8bn
Q2 20253 holders, $5.5m36 holders, $26.3bn
Q3 20252 holders, $4.2m35 holders, $29.5bn
Q4 20251 holders, $3.7m34 holders, $28.7bn
Q1 20263 holders, $13m31 holders, $36.7bn
Q2 20261 holders, $3.8m28 holders, $45.0bn
MDU

Mdu Res Group Inc

Holders
3
Reported value
$13m
Buyers
19
Sellers
10

Breadth +9 among 91 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
GEV

Ge Vernova Inc

Holders
31
Reported value
$36.7bn
Buyers
22
Sellers
22

Breadth 0 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2026

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MDU (1)

Verition Fund Management LLC

Only GEV (29)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, and 4 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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