Position in OGS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,034,111
-$578,366 QoQ
Shares Held
143,170
+6.2% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 429 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OGS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $491,609,815 across 13 Utilities - Regulated Gas names. OGS ranks #12 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
3,160,380 | $121,674,630 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
985,861 | $87,426,153 | |
| 3 | NI |
Nisource Inc.
|
1,675,691 | $79,679,106 | |
| 4 | ATO |
Atmos Energy Corp
|
427,047 | $73,567,386 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
340,645 | $25,343,987 | |
| 6 | MDU |
Mdu Resources Group Inc
|
1,008,061 | $21,380,973 | |
| 7 | UGI |
Ugi Corp /Pa/
|
486,772 | $16,813,104 | |
| 8 | SR |
Spire Inc
|
197,505 | $15,423,164 |
All Filings in OGS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,034,111 | 143,170 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $11,612,477 | 134,825 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $10,039,641 | 129,963 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $10,944,625 | 135,219 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $13,080,818 | 182,032 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,513,223 | 178,770 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $12,166,186 | 175,685 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $12,795,402 | 171,935 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $15,328,149 | 240,065 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,370,034 | 253,681 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $13,195,327 | 207,083 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $14,224,840 | 208,331 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $16,108,669 | 209,721 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $17,718,600 | 223,635 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $16,738,738 | 221,061 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $15,794,882 | 224,391 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $20,126,432 | 247,893 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $15,989,969 | 181,210 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $14,208,047 | 183,117 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $11,740,686 | 185,272 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $25,672,276 | 346,361 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $32,426,870 | 421,621 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $35,746,567 | 465,632 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $33,326,792 | 482,927 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $36,217,814 | 470,056 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $28,519,770 | 341,064 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||