Position in UGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$170,903
-$48,017 QoQ
Shares Held
4,948
-17.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#437
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, 2026Parallel Advisors, LLC holds $2,226,359 across 14 Utilities - Regulated Gas names. UGI ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
6,329 | $1,090,296 | |
| 2 | NI |
Nisource Inc.
|
5,825 | $276,978 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
2,764 | $205,641 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
4,948 | $170,903 | |
| 5 | SR |
Spire Inc
|
1,400 | $109,326 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,216 | $93,717 | |
| 7 | MDU |
Mdu Resources Group Inc
|
3,909 | $82,909 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
921 | $81,674 |
All Filings in UGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,903 | 4,948 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $218,920 | 6,011 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $186,850 | 4,992 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $141,953 | 4,268 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $151,143 | 4,150 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $129,998 | 3,931 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $92,537 | 3,278 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $105,384 | 4,212 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $87,226 | 3,809 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $92,638 | 3,775 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $78,670 | 3,198 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $94,898 | 4,126 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $40,481 | 1,501 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $65,487 | 1,884 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $114,212 | 3,081 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $78,076 | 2,415 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $69,150 | 1,791 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $59,400 | 1,640 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $107,658 | 2,345 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $68,660 | 1,611 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $77,198 | 1,667 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $64,631 | 1,576 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $55,096 | 1,576 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $73,050 | 2,215 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $91,138 | 2,866 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $47,045 | 1,764 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||