Position in UGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,587
-$1,175 QoQ
Shares Held
625
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#516
of 618 holders
Holding Since
Dec 2025
3 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, 2026Strategic Wealth Partners, Ltd. holds $211,310 across 4 Utilities - Regulated Gas names. UGI ranks #4 (10.2% of the industry book) .
All Filings in UGI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,587 | 625 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,762 | 625 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,393 | 625 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||