Position in UGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,307,739
-$3,091,235 QoQ
Shares Held
327,381
-17.2% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Ancora Advisors LLC holds $17,252,772 across 8 Utilities - Regulated Gas names. UGI ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
This page
|
327,381 | $11,307,739 | |
| 2 | RGCO |
Rgc Resources Inc
|
136,893 | $3,271,742 | |
| 3 | CTRI |
Centuri Holdings, Inc.
|
76,368 | $2,309,368 | |
| 4 | MDU |
Mdu Resources Group Inc
|
9,111 | $193,244 | |
| 5 | ATO |
Atmos Energy Corp
|
816 | $140,572 | |
| 6 | NWN |
Northwest Natural Holding Co
|
425 | $20,850 | |
| 7 | NJR |
New Jersey Resources Corp
|
124 | $6,948 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
60 | $2,309 |
All Filings in UGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,307,739 | 327,381 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,398,974 | 395,359 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,058,425 | 402,309 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,293,935 | 519,962 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,025,151 | 522,382 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,716,554 | 505,490 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,421,388 | 475,430 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,282,775 | 51,270 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,627,983 | 66,340 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,405,634 | 97,790 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $893,780 | 38,860 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $327,847 | 8,844 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $312,598 | 9,669 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,920,035 | 49,729 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,503,626 | 179,559 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,495,106 | 293,947 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,791,569 | 347,057 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,845,429 | 342,160 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $14,126,099 | 344,455 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $8,511,886 | 243,475 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $5,641,756 | 171,066 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $3,125,335 | 98,281 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $2,386,110 | 89,468 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||