Position in MDU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$86,681,085
-$788,907 QoQ
Shares Held
4,086,803
-3.2% QoQ
Ownership
1.94%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 438 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $1,492,456,352 across 15 Utilities - Regulated Gas names. MDU ranks #5 (5.8% 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
This page
|
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 MDU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,681,085 | 4,086,803 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $87,469,992 | 4,221,525 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $78,320,853 | 4,012,339 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $65,169,832 | 3,659,171 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $59,624,218 | 3,576,738 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $76,295,092 | 4,511,833 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $62,674,727 | 3,478,065 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $72,770,139 | 2,654,875 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $75,993,765 | 3,027,644 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $69,588,265 | 2,761,443 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $52,078,135 | 2,630,216 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $51,382,849 | 2,624,263 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $46,952,909 | 2,242,261 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $52,522,062 | 1,723,159 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $55,114,269 | 1,816,559 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $39,943,734 | 1,460,465 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,207,193 | 1,341,505 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $36,089,852 | 1,354,219 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $28,592,599 | 927,131 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,914,903 | 1,008,251 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $36,220,476 | 1,155,724 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $21,599,579 | 683,317 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,007,865 | 645,708 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,818,798 | 569,725 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,570,587 | 386,412 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,364,478 | 296,021 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||