Position in UGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$300,014
New position
Shares Held
8,686
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#362
of 616 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Focus Partners Advisor Solutions, LLC holds $3,682,538 across 7 Utilities - Regulated Gas names. UGI ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
6,273 | $1,080,649 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
6,638 | $813,022 | |
| 3 | MDU |
Mdu Resources Group Inc
|
28,987 | $614,814 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
4,292 | $319,324 | |
| 5 | OGS |
ONE Gas, Inc.
|
3,980 | $306,738 | |
| 6 | UGI |
Ugi Corp /Pa/
This page
|
8,686 | $300,014 | |
| 7 | NJR |
New Jersey Resources Corp
|
4,425 | $247,977 |
All Filings in UGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,014 | 8,686 | Shares | Other | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||