Position in OPAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$141,692
-$117,857 QoQ
Shares Held
64,406
-37.5% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 78 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in OPAL 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. OPAL ranks #16 (0.0% 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 OPAL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,692 | 64,406 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $259,549 | 102,997 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $396,281 | 168,273 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $266,603 | 121,184 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $138,823 | 57,366 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,357 | 738 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,535 | 1,338 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,693 | 738 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,018 | 738 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,420 | 1,279 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,387 | 795 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $18,605 | 2,269 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $9,055 | 1,214 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,878 | 1,274 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $100,477 | 13,802 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,462 | 1,626 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||