Position in UGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,001,314
+$118,239 QoQ
Shares Held
28,990
+19.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#244
of 618 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Atria Investments, Inc holds $8,936,566 across 9 Utilities - Regulated Gas names. UGI ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
10,493 | $1,807,629 | |
| 2 | NI |
Nisource Inc.
|
33,596 | $1,597,489 | |
| 3 | MDU |
Mdu Resources Group Inc
|
68,406 | $1,450,891 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
28,990 | $1,001,314 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
26,007 | $1,001,269 | |
| 6 | OGS |
ONE Gas, Inc.
|
9,510 | $732,935 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
7,880 | $586,272 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
5,789 | $513,368 |
All Filings in UGI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,001,314 | 28,990 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $883,075 | 24,247 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $959,555 | 25,636 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,319,557 | 39,674 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,068,526 | 29,339 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,108,873 | 63,770 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $833,773 | 29,535 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $786,703 | 31,443 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $750,272 | 32,763 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $1,044,051 | 30,036 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,051,305 | 28,360 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,050,423 | 27,206 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||