Position in UGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$34,540
-$1,880 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#493
of 618 holders
Holding Since
Mar 2021
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, 2026Princeton Global Asset Management LLC holds $197,531 across 6 Utilities - Regulated Gas names. UGI ranks #2 (17.5% of the industry book) .
All Filings in UGI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,540 | 1,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $36,420 | 1,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $37,430 | 1,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $33,260 | 1,000 | Shares | Sole | 2025-10-09 | |
| 2021-03-31 | $3,895 | 95 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||