Position in UGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$518
-$28 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#594
of 618 holders
Holding Since
Mar 2020
20 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $4,081,363 across 8 Utilities - Regulated Gas names. UGI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
68,079 | $3,237,156 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
19,179 | $738,391 | |
| 3 | MDU |
Mdu Resources Group Inc
|
2,416 | $51,243 | |
| 4 | ATO |
Atmos Energy Corp
|
276 | $47,546 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
25 | $3,062 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
26 | $1,934 | |
| 7 | NJR |
New Jersey Resources Corp
|
27 | $1,513 | |
| 8 | UGI |
Ugi Corp /Pa/
This page
|
15 | $518 |
All Filings in UGI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518 | 15 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $546 | 15 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $561 | 15 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $498 | 15 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $546 | 15 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $496 | 15 | Shares | Defined | 2025-04-29 | |
| 2023-06-30 | $674 | 25 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $869 | 25 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $926 | 25 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $808 | 25 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $965 | 25 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $905 | 25 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,147 | 25 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $3,750 | 88 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,075 | 88 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $3,608 | 88 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $3,076 | 88 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $6,365 | 193 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $6,137 | 193 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $5,147 | 193 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||