Position in UGI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,171,877
-$221,337 QoQ
Shares Held
91,832
-1.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#149
of 618 holders
Holding Since
Dec 2021
19 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, 2026Bill Few Associates, Inc. holds $3,779,744 across 3 Utilities - Regulated Gas names. UGI ranks #1 (83.9% of the industry book) .
All Filings in UGI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,171,877 | 91,832 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,393,214 | 93,169 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,411,070 | 91,132 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,113,136 | 93,600 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,499,524 | 96,088 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,223,895 | 97,487 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,822,633 | 99,987 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,639,134 | 105,481 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,520,809 | 110,079 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,696,676 | 109,889 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,781,989 | 113,089 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,595,527 | 112,849 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,057,804 | 113,378 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,877,304 | 111,545 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $4,230,280 | 114,116 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,689,370 | 114,116 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $4,406,018 | 114,116 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,127,993 | 113,970 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,224,144 | 113,791 | Shares | Sole | 2022-03-04 | |
| No filing history on record for this holder in this stock. | ||||||