Position in UGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,773
-$477 QoQ
Shares Held
254
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#538
of 618 holders
Holding Since
Sep 2025
4 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, 2026Steigerwald, Gordon & Koch Inc. holds $263,967 across 3 Utilities - Regulated Gas names. UGI ranks #2 (3.3% of the industry book) .
All Filings in UGI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,773 | 254 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,250 | 254 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,507 | 254 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,448 | 254 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||