Position in OGS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$611,396
-$13,218 QoQ
Shares Held
7,933
+9.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 426 holders
Holding Since
Jun 2025
5 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, 2026Sequoia Financial Advisors, LLC holds $12,815,723 across 11 Utilities - Regulated Gas names. OGS ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
77,350 | $2,977,975 | |
| 2 | NI |
Nisource Inc.
|
50,445 | $2,398,659 | |
| 3 | ATO |
Atmos Energy Corp
|
10,364 | $1,785,406 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
21,332 | $1,587,100 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
7,685 | $681,505 | |
| 6 | SR |
Spire Inc
|
8,269 | $645,726 | |
| 7 | UGI |
Ugi Corp /Pa/
|
17,947 | $619,889 | |
| 8 | OGS |
ONE Gas, Inc.
This page
|
7,933 | $611,396 |
All Filings in OGS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,396 | 7,933 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $624,614 | 7,252 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $590,190 | 7,640 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $467,590 | 5,777 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $495,905 | 6,901 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||