Position in UGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,263,446
-$138,307 QoQ
Shares Held
34,691
-7.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Tidal Investments LLC holds $37,225,657 across 8 Utilities - Regulated Gas names. UGI ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
376,757 | $17,579,481 | |
| 2 | OGS |
ONE Gas, Inc.
|
157,188 | $13,538,602 | |
| 3 | ATO |
Atmos Energy Corp
|
16,178 | $2,988,400 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
34,691 | $1,263,446 | |
| 5 | NWN |
Northwest Natural Holding Co
|
17,035 | $906,602 | |
| 6 | MDU |
Mdu Resources Group Inc
|
17,674 | $366,205 | |
| 7 | SPH |
Suburban Propane Partners LP
|
15,257 | $300,410 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
3,251 | $282,511 |
All Filings in UGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,263,446 | 34,691 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,401,753 | 37,450 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $513,157 | 14,090 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $268,439 | 10,729 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $921,885 | 40,257 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||