Position in UGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$906,813
-$5,653 QoQ
Shares Held
26,254
+4.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#251
of 623 holders
Holding Since
Sep 2024
8 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, 2026Nilsine Partners, LLC holds $84,503,931 across 2 Utilities - Regulated Gas names. UGI ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
485,268 | $83,597,118 | |
| 2 | UGI |
Ugi Corp /Pa/
This page
|
26,254 | $906,813 |
All Filings in UGI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,813 | 26,254 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $912,466 | 25,054 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $819,604 | 21,897 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $687,750 | 20,678 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $689,721 | 18,938 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $595,491 | 18,007 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $517,117 | 18,318 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $392,113 | 15,672 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||