Position in UGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$369,647
-$27,672 QoQ
Shares Held
10,702
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 616 holders
Holding Since
Mar 2025
5 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, 2026J.W. COLE ADVISORS, INC. holds $1,658,228 across 5 Utilities - Regulated Gas names. UGI ranks #3 (22.3% of the industry book) .
All Filings in UGI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,647 | 10,702 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $397,319 | 10,615 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $354,884 | 10,670 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $385,323 | 10,580 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $341,546 | 10,328 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||