Position in UGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$683,995
+$534,127 QoQ
Shares Held
19,803
+381.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#270
of 618 holders
Holding Since
Jun 2020
16 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, 2026SIMPLEX TRADING, LLC holds $1,747,445 across 7 Utilities - Regulated Gas names. UGI ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRI |
Centuri Holdings, Inc.
|
23,380 | $707,011 | |
| 2 | UGI |
Ugi Corp /Pa/
This page
|
19,803 | $683,995 | |
| 3 | ATO |
Atmos Energy Corp
|
1,521 | $262,022 | |
| 4 | SR |
Spire Inc
|
757 | $59,114 | |
| 5 | NWN |
Northwest Natural Holding Co
|
337 | $16,533 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
285 | $10,972 | |
| 7 | NI |
Nisource Inc.
|
164 | $7,798 |
All Filings in UGI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,995 | 19,803 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $149,868 | 4,115 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $635,224 | 16,971 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,497,371 | 41,114 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,522,608 | 46,042 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $803,962 | 28,479 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $789,506 | 31,555 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,062,789 | 46,410 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $536,027 | 21,843 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,788,926 | 113,371 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,304,554 | 100,198 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $44,851 | 1,663 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $50,661 | 1,567 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $60,632 | 1,674 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $159,215 | 3,468 | Shares | Sole | 2022-02-23 | |
| 2020-06-30 | $424,339 | 13,344 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||