Position in UGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,519
-$83 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#574
of 616 holders
Holding Since
Mar 2021
21 quarters on record
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Spire Wealth Management holds $447,397 across 7 Utilities - Regulated Gas names. UGI ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,104 | $362,455 | |
| 2 | SPH |
Suburban Propane Partners LP
|
2,389 | $40,851 | |
| 3 | NI |
Nisource Inc.
|
585 | $27,816 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
186 | $7,161 | |
| 5 | OGS |
ONE Gas, Inc.
|
86 | $6,628 | |
| 6 | UGI |
Ugi Corp /Pa/
This page
|
44 | $1,519 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
13 | $967 |
All Filings in UGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519 | 44 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,602 | 44 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $37,879 | 1,012 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $65,156 | 1,959 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,352 | 449 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $73,878 | 2,234 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,552 | 55 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,000 | 40 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $641 | 28 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $515 | 21 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $23,000 | 1,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $47,467 | 1,760 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $90,097 | 2,592 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $61,054 | 1,647 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,917 | 647 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $314,285 | 8,140 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $123,763 | 3,417 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $393,081 | 8,562 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $103,012 | 2,417 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $29,962 | 647 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $285,675 | 6,966 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||