Position in UGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$787,408
-$42,312 QoQ
Shares Held
22,797
+0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#259
of 621 holders
Holding Since
Sep 2020
7 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, 2026Clear Harbor Asset Management, LLC holds $17,160,355 across 3 Utilities - Regulated Gas names. UGI ranks #3 (4.6% of the industry book) .
All Filings in UGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,408 | 22,797 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $829,720 | 22,782 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $852,730 | 22,782 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $782,674 | 23,532 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $957,554 | 26,292 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $912,467 | 27,592 | Shares | Sole | 2025-05-15 | |
| 2020-09-30 | $3,298 | 100 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||