Position in CTRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,818,559
+$282,116 QoQ
Shares Held
1,260,478
-12.9% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 97.82273074182969.ToString("F0")%
Shared 0.ToString("F0")%
None 2.1772692581703135.ToString("F0")%
Common Shares in CTRI 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. CTRI ranks #13 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
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 CTRI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,818,559 | 1,260,478 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $36,536,443 | 1,446,988 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $23,465,142 | 1,108,415 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,497,540 | 155,862 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,169,572 | 71,359 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,722,083 | 89,181 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $874,197 | 54,130 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $408,921 | 20,992 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||