Position in UGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$621
-$180 QoQ
Shares Held
18
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#592
of 618 holders
Holding Since
Dec 2025
3 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, 2026Dunhill Financial, LLC holds $7,729 across 9 Utilities - Regulated Gas names. UGI ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
43 | $2,409 | |
| 2 | NI |
Nisource Inc.
|
48 | $2,282 | |
| 3 | ATO |
Atmos Energy Corp
|
11 | $1,894 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
18 | $621 | |
| 5 | MDU |
Mdu Resources Group Inc
|
12 | $254 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1 | $88 | |
| 7 | OGS |
ONE Gas, Inc.
|
1 | $77 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
1 | $74 |
All Filings in UGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621 | 18 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $801 | 22 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $149 | 4 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||