Position in UGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,011
-$382 QoQ
Shares Held
203
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#542
of 616 holders
Holding Since
Dec 2025
3 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, 2026Triumph Capital Management holds $102,066 across 8 Utilities - Regulated Gas names. UGI ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
|
1,920 | $32,832 | |
| 2 | OGS |
ONE Gas, Inc.
|
347 | $26,743 | |
| 3 | SR |
Spire Inc
|
200 | $15,618 | |
| 4 | NWN |
Northwest Natural Holding Co
|
200 | $9,812 | |
| 5 | UGI |
Ugi Corp /Pa/
This page
|
203 | $7,011 | |
| 6 | NI |
Nisource Inc.
|
100 | $4,755 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
50 | $4,434 | |
| 8 | ATO |
Atmos Energy Corp
|
5 | $861 |
All Filings in UGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,011 | 203 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,393 | 203 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,598 | 203 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||