Position in UGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$503,247
New position
Shares Held
14,570
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#304
of 616 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BRIGHTON JONES LLC holds $3,436,309 across 8 Utilities - Regulated Gas names. UGI ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
4,420 | $761,433 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
9,338 | $694,747 | |
| 3 | UGI |
Ugi Corp /Pa/
This page
|
14,570 | $503,247 | |
| 4 | NI |
Nisource Inc.
|
7,691 | $365,707 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
9,496 | $365,596 | |
| 6 | OGS |
ONE Gas, Inc.
|
3,954 | $304,734 | |
| 7 | NJR |
New Jersey Resources Corp
|
4,102 | $229,876 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
2,379 | $210,969 |
All Filings in UGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,247 | 14,570 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||