Position in UGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$138
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 618 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, 2026DecisionPoint Financial, LLC holds $2,611 across 10 Utilities - Regulated Gas names. UGI ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
55 | $1,166 | |
| 2 | ATO |
Atmos Energy Corp
|
2 | $344 | |
| 3 | NI |
Nisource Inc.
|
6 | $285 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
2 | $177 | |
| 5 | NJR |
New Jersey Resources Corp
|
3 | $168 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
2 | $148 | |
| 7 | UGI |
Ugi Corp /Pa/
This page
|
4 | $138 | |
| 8 | SR |
Spire Inc
|
1 | $78 |
All Filings in UGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138 | 4 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||