Position in OGS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$450,165
+$86,611 QoQ
Shares Held
5,841
+38.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 426 holders
Holding Since
Mar 2026
2 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, 2026HB Wealth Management, LLC holds $5,400,449 across 10 Utilities - Regulated Gas names. OGS ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
8,024 | $1,382,294 | |
| 2 | NI |
Nisource Inc.
|
20,479 | $973,776 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
8,486 | $631,358 | |
| 4 | UGI |
Ugi Corp /Pa/
|
16,194 | $559,340 | |
| 5 | OGS |
ONE Gas, Inc.
This page
|
5,841 | $450,165 | |
| 6 | NJR |
New Jersey Resources Corp
|
6,549 | $367,005 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
8,351 | $321,513 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
2,878 | $255,221 |
All Filings in OGS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,165 | 5,841 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $363,554 | 4,221 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||