ONE Gas, Inc.
MX ˙ BMV ˙ US68235P1084
SecurityMX:OGS / ONE Gas, Inc.
InstitutionMillennium Management Llc
ManagerIsrael Englander
Latest Disclosed Ownership38,604 shares
Latest Disclosed Value $ 3,324,963
Millennium Management Llc reports 166.20% increase in ownership of OGS / ONE Gas, Inc.

On May 15, 2026 - Millennium Management Llc filed a 13F-HR form disclosing ownership of 38,604 shares of ONE Gas, Inc. (MX:OGS) valued at $3,324,963 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 14,502 shares of ONE Gas, Inc.. This represents a change in shares of 166.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ONE GAS COM 68235P108 38,604 24,102 166.20 3,325 196.79 0.0014
2026-02-17 2025-12-31 13F ONE GAS COM 68235P108 14,502 -9,488 -39.55 1,120 -42.30 0.0005
2025-11-14 2025-09-30 13F ONE GAS COM 68235P108 23,990 -11,582 -32.56 1,942 -24.06 0.0008
2025-08-14 2025-06-30 13F ONE GAS COM 68235P108 35,572 23,874 204.09 2,556 189.14 0.0012
2025-05-15 2025-03-31 13F ONE GAS COM 68235P108 11,698 -84,130 -87.79 884 -86.68 0.0005
2025-02-14 2024-12-31 13F ONE GAS COM 68235P108 95,828 -122,005 -56.01 6,636 -59.06 0.0032
2024-11-14 2024-09-30 13F ONE GAS COM 68235P108 217,833 186,084 586.11 16,211 699.75 0.0077
2024-08-14 2024-06-30 13F ONE GAS COM 68235P108 31,749 -33,970 -51.69 2,027 -52.19 0.0009
2024-05-15 2024-03-31 13F ONE GAS COM 68235P108 65,719 -147,227 -69.14 4,241 -68.75 0.0018
2024-02-14 2023-12-31 13F ONE GAS COM 68235P108 212,946 31,301 17.23 13,569 9.40 0.0059
2023-11-14 2023-09-30 13F ONE GAS COM 68235P108 181,645 132 0.07 12,403 -11.05 0.0063
2023-08-14 2023-06-30 13F ONE GAS COM 68235P108 181,513 13,011 7.72 13,942 4.43 0.0069
2023-05-15 2023-03-31 13F ONE GAS COM 68235P108 168,502 79,969 90.33 13,350 99.13 0.0077
2023-02-14 2022-12-31 13F ONE GAS COM 68235P108 88,533 -246,062 -73.54 6,704 -71.54 0.0037
2022-11-14 2022-09-30 13F ONE GAS COM 68235P108 334,595 -132,114 -28.31 23,552 -37.84 0.0139
2022-08-15 2022-06-30 13F ONE GAS COM 68235P108 466,709 123,455 35.97 37,892 25.10 0.0235
2022-05-16 2022-03-31 13F ONE GAS COM 68235P108 343,254 233,595 213.02 30,289 256.01 0.0161
2022-02-14 2021-12-31 13F ONE GAS COM 68235P108 109,659 -54,734 -33.29 8,508 -18.33 0.0043
2021-11-15 2021-09-30 13F ONE GAS COM 68235P108 164,393 -24,604 -13.02 10,418 -25.63 0.0062
2021-08-16 2021-06-30 13F ONE GAS COM 68235P108 188,997 19,784 11.69 14,008 7.64 0.0086
2021-05-17 2021-03-31 13F ONE GAS COM 68235P108 169,213 136,435 416.24 13,014 417.25 0.0093
2021-02-16 2020-12-31 13F ONE GAS COM 68235P108 32,778 5,283 19.21 2,516 32.63 0.0018
2020-11-16 2020-09-30 13F ONE GAS COM 68235P108 27,495 -52,460 -65.61 1,897 -69.21 0.0023
2020-08-14 2020-06-30 13F ONE GAS COM 68235P108 79,955 -131,676 -62.22 6,161 -65.19 0.0084
2020-05-14 2020-03-31 13F ONE GAS COM 68235P108 211,631 211,631 17,697 0.0398
2020-02-14 2019-12-31 13F ONE GAS COM 68235P108 0 -165,768 -100.00 0 -100.00
2019-11-14 2019-09-30 13F ONE GAS COM 68235P108 165,768 50,427 43.72 15,931 52.96 0.0252
2019-08-15 2019-06-30 13F/A-1 ONE GAS COM 68235P108 115,341 48,017 71.32 10,415 73.76 0.0157
2019-08-14 2019-06-30 13F COCA COLA FEMSA S A B DE C V SPONSORD ADR REP 68235P108 264,102 196,778 16,411
2019-05-14 2019-03-31 13F ONE GAS COM 68235P108 67,324 32,944 95.82 5,994 119.00 0.0090
2019-02-15 2018-12-31 13F/A-1 ONE GAS COM 68235P108 34,380 -28,250 -45.11 2,737 -46.89 0.0043
2019-02-14 2018-12-31 13F ONE GAS COM 68235P108 34,380 2,737
2018-11-14 2018-09-30 13F ONE GAS COM 68235P108 62,630 -27,156 -30.25 5,153 -23.22 0.0063
2018-08-14 2018-06-30 13F ONE GAS COM 68235P108 89,786 -19,935 -18.17 6,711 -7.36 0.0088
2018-05-15 2018-03-31 13F ONE GAS COM 68235P108 109,721 89,614 445.69 7,244 391.79 0.0097
2018-02-14 2017-12-31 13F ONE GAS COM 68235P108 20,107 13,057 185.21 1,473 183.82 0.0020
2017-11-14 2017-09-30 13F ONE GAS COM 68235P108 7,050 -32,440 -82.15 519 -81.18 0.0008
2017-08-14 2017-06-30 13F ONE GAS COM 68235P108 39,490 18,421 87.43 2,757 93.61 0.0049
2017-05-15 2017-03-31 13F ONE GAS COM 68235P108 21,069 -4,271 -16.85 1,424 -12.15 0.0026
2017-02-14 2016-12-31 13F ONE GAS COM 68235P108 25,340 -65,566 -72.13 1,621 -71.17 0.0034
2016-11-14 2016-09-30 13F ONE GAS COM 68235P108 90,906 5,730 6.73 5,622 -0.88 0.0094
2016-08-15 2016-06-30 13F ONE GAS COM 68235P108 85,176 56,642 198.51 5,672 225.42 0.0130
2016-05-16 2016-03-31 13F ONE GAS COM 68235P108 28,534 28,534 1,743 0.0044
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.