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Carolinas Wealth Consulting’s ONE Gas OGS Stock Holding History

Carolinas Wealth Consulting’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$2.72K – 652
2025
Q1 		$2.72K Hold
36
– – ﹤0.01% 730
2024
Q4 		$2.49K Sell
36
-5
-12% -$365 ﹤0.01% 782
2024
Q3 		$3.05K Buy
+41
New +$2.82K ﹤0.01% 743
2021
Q3 		– Sell
-5
Closed – – 975
2021
Q2 		$0 Hold
5
– – ﹤0.01% 988
2021
Q1 		$0 Buy
+5
New +$365 ﹤0.01% 979

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American Century Companies
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Carolinas Wealth Consulting's OGS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of ONE Gas (OGS) in Q2 2025, closing a stake of 36 shares — an estimated $2.72K sold.

Carolinas Wealth Consulting first reported a position in OGS in Q1 2021 and held it in 5 quarters. The position peaked at $3.05K in Q3 2024. 385 funds tracked by Wall St. Rank hold OGS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining ONE Gas position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 36 ONE Gas shares in Q2 2025, an estimated $2.72K.
  • Carolinas Wealth Consulting first reported a position in ONE Gas in Q1 2021 and held it in 5 quarters.
  • Carolinas Wealth Consulting's ONE Gas position peaked at $3.05K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held ONE Gas as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.