Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$554,379,070
+$92,405,380 QoQ
Shares Held
3,001,186
+8.9% QoQ
Ownership
1.78%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026MORGAN STANLEY holds $1,578,448,036 across 16 Utilities - Regulated Gas names. ATO ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
3,001,186 | $554,379,070 | |
| 2 | NI |
Nisource Inc.
|
5,481,383 | $255,761,320 | |
| 3 | UGI |
Ugi Corp /Pa/
|
3,070,125 | $111,813,946 | |
| 4 | MDU |
Mdu Resources Group Inc
|
4,221,525 | $87,469,992 | |
| 5 | SR |
Spire Inc
|
870,647 | $78,828,374 | |
| 6 | OGS |
ONE Gas, Inc.
|
883,599 | $76,104,376 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
1,873,787 | $74,052,057 | |
| 8 | NJR |
New Jersey Resources Corp
|
1,304,891 | $71,664,608 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $554,379,070 | 3,001,186 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $461,973,690 | 2,755,913 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $496,557,046 | 2,908,094 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $385,256,498 | 2,499,880 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $344,278,252 | 2,227,185 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $285,219,661 | 2,047,962 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $294,774,280 | 2,125,112 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $237,348,332 | 2,034,705 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $233,277,021 | 1,962,455 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $231,974,308 | 2,001,504 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $204,423,813 | 1,929,801 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $217,275,531 | 1,867,591 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $211,479,491 | 1,882,160 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $216,998,447 | 1,936,276 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $181,946,159 | 1,786,413 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $175,606,663 | 1,566,518 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $142,538,540 | 1,192,891 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $115,698,555 | 1,104,310 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $83,861,086 | 950,806 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $87,627,711 | 911,744 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $65,454,018 | 662,155 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $327,378,719 | 3,430,564 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $387,525,585 | 4,054,039 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $373,849,308 | 3,754,261 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $265,075,676 | 2,671,326 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||