Position in UGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$318,147
-$176,602 QoQ
Shares Held
9,211
-30.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#357
of 618 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $3,041,470 across 13 Utilities - Regulated Gas names. UGI ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
24,995 | $1,188,512 | |
| 2 | ATO |
Atmos Energy Corp
|
3,547 | $611,041 | |
| 3 | UGI |
Ugi Corp /Pa/
This page
|
9,211 | $318,147 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,422 | $247,808 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
1,907 | $169,112 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
4,108 | $158,158 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
959 | $117,458 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
752 | $55,948 |
All Filings in UGI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,147 | 9,211 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $494,749 | 13,218 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $259,294 | 7,796 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $167,167 | 4,590 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $122,066 | 4,324 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $112,214 | 4,485 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $121,232 | 5,294 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $115,313 | 4,699 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $108,855 | 4,425 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $76,728 | 3,336 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $92,561 | 3,432 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $103,480 | 2,977 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $66,021 | 1,781 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $290 | 9 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $733 | 19 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $434 | 12 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||