Concurrent Investment Advisors, LLC

Position in OGS — ONE Gas, Inc.

CIK 2001015 Tampa, FL

Position in OGS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$281,536

-$22,674 QoQ

Shares Held

3,653

+3.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#263

of 426 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $3,277,729 across 6 Utilities - Regulated Gas names. OGS ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	11,607	$1,999,537
2	BKH	Black Hills Corp /Sd/	4,398	$327,210
3	OGS	ONE Gas, Inc. This page	3,653	$281,536
4	UGI	Ugi Corp /Pa/	6,731	$232,487
5	BIPC	Brookfield Infrastructure Corp	5,819	$224,031
6	NI	Nisource Inc.	4,478	$212,928

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,536	3,653	+3.4%	Shares	Sole	2026-07-27
2026-03-31	$304,210	3,532	-3.4%	Shares	Sole	2026-04-21
2025-12-31	$282,580	3,658	-0.1%	Shares	Sole	2026-01-29
2025-09-30	$296,402	3,662	+0.6%	Shares	Sole	2025-10-27
2025-06-30	$261,498	3,639	-0.4%	Shares	Sole	2025-07-25
2025-03-31	$276,205	3,654	+14.9%	Shares	Sole	2025-04-29
2024-09-30	$236,655	3,180	-3.5%	Shares	Sole	2024-10-30
2024-06-30	$210,321	3,294	-12.0%	Shares	Sole	2024-07-30
2024-03-31	$241,600	3,744	0.0%	Shares	Sole	2024-05-07
2023-12-31	$238,567	3,744	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.