Position in UGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$633,532
-$9,499 QoQ
Shares Held
18,342
+3.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 618 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,688,547 across 3 Utilities - Regulated Gas names. UGI ranks #2 (37.5% 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 | $633,532 | 18,342 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $643,031 | 17,656 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $699,229 | 18,681 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $614,114 | 16,862 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $570,159 | 17,241 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $462,717 | 16,391 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $361,363 | 14,443 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||