Position in UGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$306,300
-$25,122 QoQ
Shares Held
8,868
-2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#360
of 616 holders
Holding Since
Sep 2024
8 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, 2026Meeder Advisory Services, Inc. holds $4,326,545 across 6 Utilities - Regulated Gas names. UGI ranks #5 (7.1% of the industry book) .
All Filings in UGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,300 | 8,868 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $331,422 | 9,100 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $357,456 | 9,550 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $298,940 | 8,988 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $334,554 | 9,186 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $299,184 | 9,047 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $238,317 | 8,442 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $214,696 | 8,581 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||