Position in UGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$76,126
-$3,706 QoQ
Shares Held
2,204
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#456
of 616 holders
Holding Since
Mar 2020
25 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, 2026AdvisorNet Financial, Inc holds $1,891,474 across 9 Utilities - Regulated Gas names. UGI ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
20,523 | $1,526,911 | |
| 2 | MDU |
Mdu Resources Group Inc
|
7,383 | $156,593 | |
| 3 | UGI |
Ugi Corp /Pa/
This page
|
2,204 | $76,126 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
700 | $62,076 | |
| 5 | NI |
Nisource Inc.
|
638 | $30,336 | |
| 6 | OGS |
ONE Gas, Inc.
|
239 | $18,419 | |
| 7 | ATO |
Atmos Energy Corp
|
50 | $8,613 | |
| 8 | NJR |
New Jersey Resources Corp
|
153 | $8,574 |
All Filings in UGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,126 | 2,204 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $79,832 | 2,192 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $84,928 | 2,269 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $63,027 | 1,895 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $117,090 | 3,215 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,530 | 137 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $3,867 | 137 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,427 | 137 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $595 | 26 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,619 | 66 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,033 | 42 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $667 | 29 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $836 | 31 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $24,714 | 711 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $27,061 | 730 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $13,804 | 427 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $6,447 | 167 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $0 | 0 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $96,227 | 2,096 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $86,561 | 2,031 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $86,831 | 1,875 | Shares | Sole | 2021-07-06 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $8,245 | 250 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,886 | 248 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $6,534 | 245 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||