Position in UGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,554
-$84 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#572
of 616 holders
Holding Since
Sep 2025
4 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, 2026Physician Wealth Advisors, Inc. holds $204,679 across 8 Utilities - Regulated Gas names. UGI ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
4,816 | $102,147 | |
| 2 | SR |
Spire Inc
|
1,006 | $78,558 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
121 | $9,002 | |
| 4 | NI |
Nisource Inc.
|
113 | $5,373 | |
| 5 | ATO |
Atmos Energy Corp
|
23 | $3,962 | |
| 6 | NJR |
New Jersey Resources Corp
|
55 | $3,082 | |
| 7 | UGI |
Ugi Corp /Pa/
This page
|
45 | $1,554 | |
| 8 | OGS |
ONE Gas, Inc.
|
13 | $1,001 |
All Filings in UGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,554 | 45 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,638 | 45 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,684 | 45 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $997 | 30 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||