Position in UGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,773
-$120,845 QoQ
Shares Held
254
-92.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#537
of 618 holders
Holding Since
Dec 2022
8 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $575,815 across 6 Utilities - Regulated Gas names. UGI ranks #5 (1.5% of the industry book) .
All Filings in UGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,773 | 254 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $129,618 | 3,559 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $133,213 | 3,559 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $109,924 | 3,305 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $120,368 | 3,305 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $109,296 | 3,305 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $360,101 | 12,756 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $2,001 | 54 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||