Position in UGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,789,841
-$9,096,775 QoQ
Shares Held
268,804
-46.7% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Sourcerock Group LLC holds $40,186,147 across 3 Utilities - Regulated Gas names. UGI ranks #3 (24.4% of the industry book) .
All Filings in UGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,789,841 | 268,804 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,886,616 | 504,585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,816,321 | 716,065 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,562,986 | 564,607 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,021,915 | 726,396 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,935,750 | 1,025,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,613,586 | 304,300 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||