Position in UGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$466,220
+$23,790 QoQ
Shares Held
13,498
+11.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#313
of 618 holders
Holding Since
Mar 2020
26 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, 2026Private Advisor Group, LLC holds $8,115,345 across 10 Utilities - Regulated Gas names. UGI ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
13,104 | $2,257,426 | |
| 2 | MDU |
Mdu Resources Group Inc
|
74,365 | $1,577,281 | |
| 3 | SPH |
Suburban Propane Partners LP
|
82,358 | $1,408,321 | |
| 4 | SR |
Spire Inc
|
7,602 | $593,640 | |
| 5 | NI |
Nisource Inc.
|
10,476 | $498,133 | |
| 6 | UGI |
Ugi Corp /Pa/
This page
|
13,498 | $466,220 | |
| 7 | NJR |
New Jersey Resources Corp
|
7,733 | $433,357 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
4,303 | $320,143 |
All Filings in UGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,220 | 13,498 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $442,430 | 12,148 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $746,541 | 19,945 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $441,227 | 13,266 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $660,039 | 18,123 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $308,576 | 9,331 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $270,386 | 9,578 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $300,665 | 12,017 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $389,071 | 16,990 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $304,615 | 12,413 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $293,035 | 11,912 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $237,498 | 10,326 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $291,464 | 10,807 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $631,033 | 18,154 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $410,587 | 11,076 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $482,816 | 14,934 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,473,433 | 64,062 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,098,441 | 57,936 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,817,898 | 39,597 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,358,974 | 55,349 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,444,177 | 31,185 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,227,552 | 29,933 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $894,766 | 25,594 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $700,594 | 21,243 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $637,558 | 20,049 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $362,685 | 13,599 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||