Position in CTRI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,255,898
+$6,437,339 QoQ
Shares Held
1,430,420
+13.5% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 251 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CTRI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $1,492,598,044 across 16 Utilities - Regulated Gas names. CTRI ranks #11 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,863,719 | $493,332,865 | |
| 2 | NI |
Nisource Inc.
|
5,583,433 | $265,492,229 | |
| 3 | NJR |
New Jersey Resources Corp
|
1,699,371 | $95,232,744 | |
| 4 | UGI |
Ugi Corp /Pa/
|
2,654,902 | $91,700,311 | |
| 5 | MDU |
Mdu Resources Group Inc
|
4,086,803 | $86,681,085 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
1,127,193 | $83,863,153 | |
| 7 | OGS |
ONE Gas, Inc.
|
1,022,683 | $78,818,173 | |
| 8 | SR |
Spire Inc
|
765,083 | $59,745,325 |
All Filings in CTRI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,255,898 | 1,430,420 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||