Position in OGS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,633,986
+$556,678 QoQ
Shares Held
60,127
+27.0% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 429 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OGS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Creative Planning holds $73,139,055 across 15 Utilities - Regulated Gas names. OGS ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
150,531 | $25,931,974 | |
| 2 | NI |
Nisource Inc.
|
319,106 | $15,173,489 | |
| 3 | MDU |
Mdu Resources Group Inc
|
307,937 | $6,531,342 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
68,601 | $5,103,914 | |
| 5 | OGS |
ONE Gas, Inc.
This page
|
60,127 | $4,633,986 | |
| 6 | UGI |
Ugi Corp /Pa/
|
117,883 | $4,071,678 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
32,279 | $2,862,501 | |
| 8 | NJR |
New Jersey Resources Corp
|
41,222 | $2,310,080 |
All Filings in OGS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,633,986 | 60,127 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,077,308 | 47,339 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,088,841 | 39,985 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,239,218 | 40,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,336,168 | 32,510 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,401,191 | 31,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,166,416 | 31,284 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,247,706 | 30,203 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,863,268 | 29,182 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,904,860 | 29,519 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,657,547 | 26,013 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,689,042 | 24,737 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,299,383 | 29,936 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,259,560 | 28,519 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,045,197 | 27,010 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,667,891 | 23,695 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,054,269 | 25,302 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,931,485 | 21,889 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,693,324 | 21,824 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,382,733 | 21,820 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,645,982 | 22,207 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,798,078 | 23,379 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,725,636 | 22,478 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,557,348 | 22,567 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,770,069 | 22,973 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,918,744 | 22,946 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||