Position in NI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$265,492,229
+$9,730,909 QoQ
Shares Held
5,583,433
+1.9% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#14
of 906 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in NI 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. NI ranks #2 (17.8% 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.
This page
|
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 NI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,492,229 | 5,583,433 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $255,761,320 | 5,481,383 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $203,910,477 | 4,882,914 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $189,849,056 | 4,384,505 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $195,183,669 | 4,838,465 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $196,484,410 | 4,901,083 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $153,006,432 | 4,162,308 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $165,997,747 | 4,790,700 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $141,591,319 | 4,914,659 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $210,437,989 | 7,608,026 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $193,564,731 | 7,290,574 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $128,761,649 | 5,217,247 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $137,604,486 | 5,031,243 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $127,978,839 | 4,577,212 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $117,458,802 | 4,283,691 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $107,916,825 | 4,284,114 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $158,850,828 | 5,386,600 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $83,939,467 | 2,639,606 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $71,852,509 | 2,602,409 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,382,397 | 1,088,832 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,838,009 | 972,980 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $21,661,336 | 898,438 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $51,613,298 | 2,249,926 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $45,214,752 | 2,055,216 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $47,808,572 | 2,102,400 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $54,186,545 | 2,170,066 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||