Position in UGI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,070
-$22 QoQ
Shares Held
31
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#582
of 618 holders
Holding Since
Mar 2020
15 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, 2026Archer Investment Corp holds $851,104 across 5 Utilities - Regulated Gas names. UGI ranks #5 (0.1% of the industry book) .
All Filings in UGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070 | 31 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,092 | 30 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,122 | 30 | Shares | Sole | 2026-01-30 | |
| 2024-06-30 | $325,180 | 14,200 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $348,468 | 14,200 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $473,304 | 19,240 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $442,520 | 19,240 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $518,902 | 19,240 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $499,640 | 14,374 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $444,840 | 12,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $387,960 | 12,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $463,320 | 12,000 | Shares | Sole | 2022-08-05 | |
| 2020-09-30 | $33,441 | 1,014 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,345 | 514 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $30,883 | 1,158 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||