Position in UGI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$11,052
-$493 QoQ
Shares Held
320
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#533
of 618 holders
Holding Since
Jun 2021
19 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, 2026Financial Management Professionals, Inc. holds $114,441 across 5 Utilities - Regulated Gas names. UGI ranks #3 (9.7% of the industry book) .
All Filings in UGI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,052 | 320 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $11,545 | 317 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,753 | 314 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $10,443 | 314 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $509 | 14 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $462 | 14 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $395 | 14 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $350 | 14 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $320 | 14 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $343 | 14 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $123 | 5 | Shares | Sole | 2024-01-12 | |
| 2023-03-31 | $1 | 15 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1 | 15 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $484 | 15 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $579 | 15 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $543 | 15 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,065 | 45 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,917 | 45 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,083 | 45 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||