Position in UGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,510,781
+$1,595,292 QoQ
Shares Held
72,692
+189.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#164
of 616 holders
Holding Since
Jun 2024
6 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, 2026Inspire Advisors, LLC holds $8,539,312 across 7 Utilities - Regulated Gas names. UGI ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
38,938 | $2,896,987 | |
| 2 | UGI |
Ugi Corp /Pa/
This page
|
72,692 | $2,510,781 | |
| 3 | ATO |
Atmos Energy Corp
|
6,006 | $1,034,653 | |
| 4 | OGS |
ONE Gas, Inc.
|
10,161 | $783,108 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
4,966 | $608,235 | |
| 6 | NWN |
Northwest Natural Holding Co
|
8,357 | $409,994 | |
| 7 | NJR |
New Jersey Resources Corp
|
5,274 | $295,554 |
All Filings in UGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,510,781 | 72,692 | Shares | Defined | 2026-08-13 | |
| 2025-06-30 | $915,489 | 25,137 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,186,228 | 96,348 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,504,791 | 88,728 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,964,695 | 78,525 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,392,755 | 60,819 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||