Position in UGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$223,715
-$12,177 QoQ
Shares Held
6,477
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#412
of 618 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CIBC Asset Management Inc holds $41,454,321 across 5 Utilities - Regulated Gas names. UGI ranks #5 (0.5% of the industry book) .
All Filings in UGI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,715 | 6,477 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $235,892 | 6,477 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $242,434 | 6,477 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $215,425 | 6,477 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $235,892 | 6,477 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $214,194 | 6,477 | Shares | Sole | 2025-05-13 | |
| 2023-06-30 | $341,035 | 12,645 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $491,471 | 14,139 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $506,264 | 13,657 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $597,232 | 18,473 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $376,254 | 9,745 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $357,636 | 9,874 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $450,744 | 9,818 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $379,104 | 8,895 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $377,658 | 8,155 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $333,862 | 8,141 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $285,728 | 8,173 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $269,545 | 8,173 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $253,477 | 7,971 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $212,586 | 7,971 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||