Position in UGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$71,083
-$316,329 QoQ
Shares Held
2,058
-82.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#462
of 618 holders
Holding Since
Jun 2021
19 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, 2026State of Wyoming holds $1,414,578 across 6 Utilities - Regulated Gas names. UGI ranks #4 (5.0% of the industry book) .
All Filings in UGI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,083 | 2,058 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $387,412 | 11,648 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $379,751 | 10,427 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $728,895 | 22,041 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $282,441 | 10,005 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $239,216 | 9,561 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $283,158 | 12,365 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $378,038 | 15,405 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $130,429 | 5,302 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $108,100 | 4,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $96,175 | 3,566 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $291,740 | 8,393 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $101,942 | 2,750 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $90,847 | 2,810 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $108,841 | 2,819 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $127,711 | 3,526 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $167,709 | 3,653 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $216,381 | 5,077 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $205,523 | 4,438 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||