Position in UGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$310,169
+$28,607 QoQ
Shares Held
8,980
+16.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#359
of 618 holders
Holding Since
Dec 2020
5 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, 2026Arkadios Wealth Advisors holds $3,188,281 across 7 Utilities - Regulated Gas names. UGI ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
11,769 | $659,534 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
8,442 | $628,084 | |
| 3 | MDU |
Mdu Resources Group Inc
|
28,083 | $595,640 | |
| 4 | NI |
Nisource Inc.
|
9,854 | $468,557 | |
| 5 | UGI |
Ugi Corp /Pa/
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|
8,980 | $310,169 | |
| 6 | ATO |
Atmos Energy Corp
|
1,627 | $280,282 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
6,390 | $246,015 |
All Filings in UGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,169 | 8,980 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $281,562 | 7,731 | Shares | Sole | 2026-05-18 | |
| 2021-06-30 | $7,965 | 172 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $7,012 | 171 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $5,908 | 169 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||