Position in UGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,042,762
-$2,185,506 QoQ
Shares Held
30,190
-65.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#237
of 618 holders
Holding Since
Mar 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, 2026Atom Investors LP holds $3,185,970 across 5 Utilities - Regulated Gas names. UGI ranks #1 (32.7% 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 | $1,042,762 | 30,190 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,228,268 | 88,640 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $867,087 | 23,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,201,763 | 36,340 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||