Position in UGI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$161,959
-$175,659 QoQ
Shares Held
4,447
-50.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Arax Advisory Partners holds $2,830,062 across 15 Utilities - Regulated Gas names. UGI ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
11,101 | $2,050,576 | |
| 2 | NI |
Nisource Inc.
|
5,753 | $268,434 | |
| 3 | UGI |
Ugi Corp /Pa/
This page
|
4,447 | $161,959 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
2,484 | $98,167 | |
| 5 | SR |
Spire Inc
|
964 | $87,280 | |
| 6 | MDU |
Mdu Resources Group Inc
|
1,747 | $36,197 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
385 | $26,722 | |
| 8 | OGS |
ONE Gas, Inc.
|
300 | $25,839 |
All Filings in UGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,959 | 4,447 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $337,618 | 9,020 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,430 | 3,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $94,728 | 2,601 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $53,242 | 1,610 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $51,830 | 1,836 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $19,915 | 796 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $18,228 | 796 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $3,381 | 147 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $1,469 | 32 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||