Position in MDU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$87,469,992
+$9,149,139 QoQ
Shares Held
4,221,525
+5.2% QoQ
Ownership
2.02%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in MDU 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. MDU ranks #4 (5.5% 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
This page
|
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 MDU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | — | 2,654,875 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | — | 3,027,644 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | — | 2,761,443 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | — | 2,630,216 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | — | 2,624,263 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | — | 2,242,261 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | — | 1,723,159 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | — | 1,816,559 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | — | 1,460,465 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 1,341,505 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | — | 1,354,219 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | — | 927,131 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | — | 1,008,251 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | — | 1,155,724 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | — | 683,317 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | — | 645,708 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | — | 569,725 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | — | 386,412 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | — | 296,021 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||