Position in UGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,817
+$2,034 QoQ
Shares Held
429
+22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#524
of 618 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $1,100,507 across 6 Utilities - Regulated Gas names. UGI ranks #6 (1.3% of the industry book) .
All Filings in UGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,817 | 429 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,783 | 351 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,137 | 351 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,674 | 351 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,783 | 351 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,607 | 351 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||