Position in UGI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$34,263
+$33,098 QoQ
Shares Held
992
+3000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#488
of 611 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026SJS Investment Consulting Inc. holds $254,000 across 14 Utilities - Regulated Gas names. UGI ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
249 | $42,895 | |
| 2 | NJR |
New Jersey Resources Corp
|
740 | $41,469 | |
| 3 | UGI |
Ugi Corp /Pa/
This page
|
992 | $34,263 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
425 | $31,619 | |
| 5 | OGS |
ONE Gas, Inc.
|
374 | $28,824 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
239 | $21,193 | |
| 7 | MDU |
Mdu Resources Group Inc
|
603 | $12,789 | |
| 8 | NI |
Nisource Inc.
|
238 | $11,315 |
All Filings in UGI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,263 | 992 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $1,165 | 32 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $748 | 20 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $665 | 20 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $728 | 20 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $959 | 29 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $705 | 25 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $750 | 30 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $687 | 30 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $539 | 22 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $516 | 21 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $529 | 23 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $701 | 26 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $764 | 22 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $1,149 | 31 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $1,130 | 35 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $181 | 5 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||