Position in UGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,013,714
+$63,954 QoQ
Shares Held
29,349
+12.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#243
of 623 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Csenge Advisory Group holds $5,001,372 across 4 Utilities - Regulated Gas names. UGI ranks #2 (20.3% of the industry book) .
All Filings in UGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,714 | 29,349 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $949,760 | 26,078 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $913,778 | 24,413 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $689,280 | 20,724 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $721,553 | 19,812 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $836,803 | 25,304 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,242,882 | 44,027 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $579,513 | 23,162 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $474,854 | 20,736 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $440,321 | 17,943 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $404,817 | 16,456 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $345,138 | 15,006 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||