TwinBeech Capital’s ONE Gas OGS Stock Holding History

TwinBeech Capital’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	–	Sell	-2,800	Closed	-$216K	–	757
2025 Q4	$216K	Buy	+2,800	New	+$225K	0.02%	526
2025 Q3	–	Sell	-6,529	Closed	-$469K	–	757
2025 Q2	$469K	Buy	+6,529	New	+$490K	0.01%	497
2025 Q1	–	Sell	-3,104	Closed	-$215K	–	888
2024 Q4	$215K	Buy	+3,104	New	+$227K	﹤0.01%	555
2023 Q4	–	Sell	-65,706	Closed	-$4.49M	–	835
2023 Q3	$4.49M	Buy	+65,706	New	+$4.97M	0.09%	280
2023 Q2	–	Sell	-23,446	Closed	-$1.86M	–	787
2023 Q1	$1.86M	Buy	+23,446	New	+$1.86M	0.04%	384
2020 Q4	–	Sell	-7,940	Closed	-$548K	–	565
2020 Q3	$548K	Buy	+7,940	New	+$585K	0.12%	240

Other funds holding OGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TwinBeech Capital's OGS Position: Q1 2026 in Review

TwinBeech Capital sold out of ONE Gas (OGS) in Q1 2026, closing a stake of 2,800 shares — an estimated $216K sold.

TwinBeech Capital first reported a position in OGS in Q3 2020 and held it in 6 quarters. The position peaked at $4.49M in Q3 2023. 426 funds tracked by Wall St. Rank hold OGS as of Q1 2026.

TwinBeech Capital reported no remaining ONE Gas position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 2,800 ONE Gas shares in Q1 2026, an estimated $216K.
TwinBeech Capital first reported a position in ONE Gas in Q3 2020 and held it in 6 quarters.
TwinBeech Capital's ONE Gas position peaked at $4.49M in Q3 2023.
426 funds tracked by Wall St. Rank held ONE Gas as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.