INCEPTIONR LLC

Position in UGI — Ugi Corp /Pa/

CIK 1821561 Lafayette, CA

Position in UGI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$395,517

-$639,575 QoQ

Shares Held

11,451

-59.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#326

of 618 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

INCEPTIONR LLC holds $3,219,090 across 4 Utilities - Regulated Gas names. UGI ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	33,030	$1,570,576
2	NJR	New Jersey Resources Corp	15,539	$870,805
3	UGI	Ugi Corp /Pa/ This page	11,451	$395,517
4	BKH	Black Hills Corp /Sd/	5,137	$382,192

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$395,517	11,451	-59.7%	Shares	Sole	2026-08-11
2026-03-31	$1,035,092	28,421	+75.8%	Shares	Sole	2026-05-14
2025-12-31	$605,168	16,168	-36.1%	Shares	Sole	2026-02-11
2024-12-31	$714,585	25,313	+15.8%	Shares	Sole	2025-02-06
2024-03-31	$536,468	21,861	+87.4%	Shares	Sole	2024-05-09
2023-09-30	$268,295	11,665	-51.4%	Shares	Sole	2023-11-14
2023-06-30	$647,981	24,026	-68.4%	Shares	Sole	2023-08-11
2023-03-31	$2,642,906	76,033	+868.9%	Shares	Other	2023-05-12
2022-12-31	$290,888	7,847	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.