Position in UGI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$245,288
+$39,835 QoQ
Shares Held
6,735
+22.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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 Mar 31, 2026Brooklyn Investment Group holds $2,670,553 across 7 Utilities - Regulated Gas names. UGI ranks #6 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,777 | $512,967 | |
| 2 | OGS |
ONE Gas, Inc.
|
5,920 | $509,889 | |
| 3 | NJR |
New Jersey Resources Corp
|
9,090 | $499,222 | |
| 4 | NI |
Nisource Inc.
|
8,895 | $415,040 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
3,939 | $273,405 | |
| 6 | UGI |
Ugi Corp /Pa/
This page
|
6,735 | $245,288 | |
| 7 | NWN |
Northwest Natural Holding Co
|
4,035 | $214,742 |
All Filings in UGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,288 | 6,735 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $205,453 | 5,489 | Shares | Defined | 2026-02-12 | |
| 2025-06-30 | $46,617 | 1,280 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,164 | 640 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,972 | 247 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $2,126 | 85 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||