Carson Wealth (CWM LLC)
OGS icon

Carson Wealth (CWM LLC)’s ONE Gas OGS Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$1.16M Buy
13,411
+6,895
+106% +$571K ﹤0.01% 1456
2025
Q4 		$503K Buy
6,516
+621
+11% +$49.9K ﹤0.01% 1914
2025
Q3 		$477K Buy
5,895
+3,360
+133% +$252K ﹤0.01% 1834
2025
Q2 		$182K Buy
2,535
+57
+2% +$4.28K ﹤0.01% 2257
2025
Q1 		$187K Buy
2,478
+317
+15% +$22.9K ﹤0.01% 1966
2024
Q4 		$150K Buy
2,161
+481
+29% +$35.1K ﹤0.01% 2021
2024
Q3 		$125K Buy
1,680
+248
+17% +$17.1K ﹤0.01% 2053
2024
Q2 		$91K Buy
1,432
+600
+72% +$37.6K ﹤0.01% 2028
2024
Q1 		$54K Sell
832
-43
-5% -$2.64K ﹤0.01% 2243
2023
Q4 		$56K Sell
875
-194
-18% -$12.3K ﹤0.01% 2104
2023
Q3 		$73K Sell
1,069
-45
-4% -$3.4K ﹤0.01% 1842
2023
Q2 		$86K Sell
1,114
-569
-34% -$45.5K ﹤0.01% 1645
2023
Q1 		$133K Buy
1,683
+472
+39% +$37.4K ﹤0.01% 1360
2022
Q4 		$92K Sell
1,211
-110
-8% -$8.49K ﹤0.01% 1418
2022
Q3 		$93K Buy
1,321
+26
+2% +$2.1K ﹤0.01% 1370
2022
Q2 		$105K Buy
1,295
+96
+8% +$8.22K ﹤0.01% 1300
2022
Q1 		$106K Buy
1,199
+257
+27% +$20.7K ﹤0.01% 1300
2021
Q4 		$73K Buy
+942
New +$65.6K ﹤0.01% 1427
2021
Q2 		$36K Hold
481
– – ﹤0.01% 1542
2021
Q1 		$36K Hold
481
– – ﹤0.01% 1542
2020
Q4 		$36K Hold
481
– – ﹤0.01% 1542
2020
Q3 		$36K Hold
481
– – ﹤0.01% 1542
2020
Q2 		$36K Hold
481
– – ﹤0.01% 1542
2020
Q1 		$36K Hold
481
– – ﹤0.01% 1542
2019
Q4 		$36K Hold
481
– – ﹤0.01% 1542
2019
Q3 		$36K Hold
481
– – ﹤0.01% 1542
2019
Q2 		$36K Hold
481
– – ﹤0.01% 1542
2019
Q1 		$36K Buy
+481
New +$40.4K ﹤0.01% 1542
2016
Q4 		– Sell
-3,800
Closed -$235K – 1154
2016
Q3 		$235K Buy
+3,800
New +$241K 0.02% 252

Other funds holding OGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OGS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ONE Gas (OGS) stake by 106% in Q1 2026, buying an estimated $571K and bringing the position to 13,411 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Carson Wealth (CWM LLC) first reported a position in OGS in Q3 2016 and has held it in 29 quarters since. 428 funds tracked by Wall St. Rank hold OGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,411 shares of ONE Gas worth $1.16M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,895 ONE Gas shares in Q1 2026, an estimated $571K.
  • ONE Gas made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1456 holding.
  • Carson Wealth (CWM LLC) first reported a position in ONE Gas in Q3 2016 and has held it in 29 quarters since.
  • 428 funds tracked by Wall St. Rank held ONE Gas as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.