Position in UGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$353,620
+$70,419 QoQ
Shares Held
10,238
+31.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#337
of 618 holders
Holding Since
Sep 2021
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, 2026BENJAMIN EDWARDS INC holds $68,075,172 across 6 Utilities - Regulated Gas names. UGI ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
341,125 | $58,765,603 | |
| 2 | NJR |
New Jersey Resources Corp
|
120,576 | $6,757,079 | |
| 3 | OGS |
ONE Gas, Inc.
|
19,956 | $1,538,008 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
11,344 | $436,744 | |
| 5 | UGI |
Ugi Corp /Pa/
This page
|
10,238 | $353,620 | |
| 6 | SR |
Spire Inc
|
2,870 | $224,118 |
All Filings in UGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,620 | 10,238 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $283,201 | 7,776 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $237,530 | 6,346 | Shares | Defined | 2026-02-02 | |
| 2021-12-31 | $74,236 | 1,617 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $14,661 | 344 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||