Position in NWN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$39,950,878
-$4,293,829 QoQ
Shares Held
814,327
-2.0% QoQ
Ownership
1.93%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 316 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in NWN 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. NWN ranks #13 (2.7% 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 NWN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,950,878 | 814,327 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $44,244,707 | 831,355 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $42,718,532 | 913,961 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $31,928,602 | 710,630 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $30,558,657 | 769,352 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $34,220,766 | 801,048 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $31,378,000 | 793,175 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $33,474,395 | 820,049 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $22,633,888 | 626,804 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $26,755,666 | 718,852 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $18,954,041 | 486,750 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,154,557 | 449,543 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $18,947,763 | 440,134 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,359,582 | 386,030 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,654,934 | 370,980 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $16,203,249 | 373,519 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,667,104 | 577,535 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $13,152,910 | 254,310 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $12,502,261 | 256,299 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,585,836 | 230,177 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,348,518 | 216,080 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $9,553,410 | 177,079 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,372,543 | 247,283 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,382,247 | 206,703 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $12,327,133 | 220,956 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,568,799 | 138,766 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||