Position in UGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$187,724
-$5,556 QoQ
Shares Held
5,435
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#434
of 618 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $3,459,124 across 10 Utilities - Regulated Gas names. UGI ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
19,230 | $1,430,712 | |
| 2 | SR |
Spire Inc
|
6,739 | $526,248 | |
| 3 | NJR |
New Jersey Resources Corp
|
8,714 | $488,332 | |
| 4 | NI |
Nisource Inc.
|
5,655 | $268,895 | |
| 5 | ATO |
Atmos Energy Corp
|
1,509 | $259,955 | |
| 6 | UGI |
Ugi Corp /Pa/
This page
|
5,435 | $187,724 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
1,133 | $138,769 | |
| 8 | MDU |
Mdu Resources Group Inc
|
4,852 | $102,910 |
All Filings in UGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,724 | 5,435 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $193,280 | 5,307 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $215,372 | 5,754 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $81,520 | 2,451 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $77,574 | 2,130 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $51,456 | 1,556 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $39,465 | 1,398 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $35,253 | 1,409 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,266 | 1,409 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $34,576 | 1,409 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $34,661 | 1,409 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $33,189 | 1,443 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $39,861 | 1,478 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $51,479 | 1,481 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $54,900 | 1,481 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $68,701 | 2,125 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $83,011 | 2,150 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $2,679,012 | 73,965 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $5,734,847 | 124,915 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $4,827,908 | 113,278 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $4,433,534 | 95,736 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $1,655,737 | 40,374 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $1,387,597 | 39,691 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $1,354,785 | 41,079 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||