Position in UGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,536,757
+$618,059 QoQ
Shares Held
102,396
+27.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#140
of 618 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026NewEdge Wealth, LLC holds $4,478,705 across 3 Utilities - Regulated Gas names. UGI ranks #1 (79.0% of the industry book) .
All Filings in UGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,536,757 | 102,396 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,918,698 | 80,140 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,933,783 | 51,664 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,505,547 | 45,266 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,087,209 | 29,852 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $481,829 | 14,570 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||