Position in UGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,769,200
+$6,645,610 QoQ
Shares Held
427,597
+91.7% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#72
of 618 holders
Holding Since
Jun 2025
5 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, 2026STANSBERRY ASSET MANAGEMENT, LLC holds $14,769,200 across 1 Utilities - Regulated Gas name. UGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
This page
|
427,597 | $14,769,200 |
All Filings in UGI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,769,200 | 427,597 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,123,590 | 223,053 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,163,595 | 218,103 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,685,891 | 201,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,111,551 | 195,265 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||