Position in UGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$364,200
-$10,100 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $35,798,513 across 3 Utilities - Regulated Gas names. UGI ranks #3 (1.0% of the industry book) .
All Filings in UGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,200 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $374,300 | 10,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $332,600 | 10,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $364,200 | 10,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $330,700 | 10,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $282,300 | 10,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $500,400 | 20,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $458,000 | 20,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $490,800 | 20,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $492,000 | 20,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $460,000 | 20,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $269,700 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $347,600 | 10,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $370,700 | 10,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $323,300 | 10,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $772,200 | 20,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $724,400 | 20,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $459,100 | 10,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $426,200 | 10,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $463,100 | 10,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $410,100 | 10,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $349,600 | 10,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $329,800 | 10,000 | Shares | Sole | 2021-02-25 | |
| 2020-06-30 | $318,000 | 10,000 | Shares | Sole | 2021-02-25 | |
| 2020-03-31 | $266,700 | 10,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||