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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1631073 WASHINGTON, DC
Back to UGI Full portfolio

Position in UGI

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,692
-$129 QoQ
Shares Held
49
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 611 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UGI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $12,836 across 9 Utilities - Regulated Gas names. UGI ranks #4 (13.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NI
Nisource Inc.
 70 $3,328
2 ATO
Atmos Energy Corp
 19 $3,273
3 NWN
Northwest Natural Holding Co
 40 $1,962
4 UGI
Ugi Corp /Pa/
This page 		49 $1,692
5 OPAL
OPAL Fuels Inc.
 673 $1,480
6 MDU
Mdu Resources Group Inc
 39 $827
7 NJR
New Jersey Resources Corp
 2 $112
8 SWX
Southwest Gas Holdings, Inc.
 1 $88

All Filings in UGI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,692 49
2026-03-31 $1,821 50
2025-12-31 $1,796 48
2025-09-30 $1,596 48
2025-06-30 $1,748 48
2025-03-31 $1,587 48
2024-12-31 $1,355 48
2024-09-30 $1,200 48
2024-06-30 $1,099 48
2024-03-31 $1,177 48
2023-12-31 $1,180 48
2023-09-30 $1,104 48
2023-06-30 $1,294 48
2023-03-31 $1,668 48
2022-12-31 $1,779 48
2022-09-30 $1,551 48
2022-06-30 $1,853 48
2022-03-31 $1,738 48
2021-12-31 $2,203 48
2021-09-30 $2,045 48
2021-06-30 $2,222 48
2021-03-31 $1,968 48
2020-12-31 $1,678 48
2020-09-30 $1,583 48
2020-06-30 $1,526 48
2020-03-31 $1,280 48

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