Position in OGS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$416,177
-$57,881 QoQ
Shares Held
5,400
-1.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#233
of 426 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in OGS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,549,514 across 4 Utilities - Regulated Gas names. OGS ranks #1 (26.9% of the industry book) .
All Filings in OGS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,177 | 5,400 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $474,058 | 5,504 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $428,968 | 5,553 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $452,211 | 5,587 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $388,689 | 5,409 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $408,412 | 5,403 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $373,672 | 5,396 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $401,793 | 5,399 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $343,704 | 5,383 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $371,176 | 5,752 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $351,287 | 5,513 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||