Position in UGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$197,948
-$10,775 QoQ
Shares Held
5,731
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#432
of 618 holders
Holding Since
Mar 2026
2 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, 2026Guardian Partners Inc. holds $545,102 across 2 Utilities - Regulated Gas names. UGI ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
9,017 | $347,154 | |
| 2 | UGI |
Ugi Corp /Pa/
This page
|
5,731 | $197,948 |
All Filings in UGI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,948 | 5,731 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $208,723 | 5,731 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||