Position in UGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,038
-$2,397 QoQ
Shares Held
1,275
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#480
of 618 holders
Holding Since
Dec 2024
7 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, 2026VISION FINANCIAL MARKETS LLC holds $96,170 across 3 Utilities - Regulated Gas names. UGI ranks #1 (45.8% of the industry book) .
All Filings in UGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,038 | 1,275 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $46,435 | 1,275 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $47,723 | 1,275 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $42,406 | 1,275 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $46,435 | 1,275 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $42,164 | 1,275 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $35,993 | 1,275 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||