Fortitude Family Office, LLC
Family OfficePosition in UGI — Ugi Corp /Pa/
CIK 1950506
SCOTTSDALE, AZ
Position in UGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,626
-$1,363 QoQ
Shares Held
105
-23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#551
of 611 holders
Holding Since
Jun 2025
5 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, 2026Fortitude Family Office, LLC holds $74,554 across 15 Utilities - Regulated Gas names. UGI ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
111 | $19,121 | |
| 2 | NI |
Nisource Inc.
|
327 | $15,548 | |
| 3 | NJR |
New Jersey Resources Corp
|
167 | $9,358 | |
| 4 | MDU |
Mdu Resources Group Inc
|
336 | $7,126 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
82 | $6,100 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
45 | $3,990 | |
| 7 | UGI |
Ugi Corp /Pa/
This page
|
105 | $3,626 | |
| 8 | SR |
Spire Inc
|
38 | $2,967 |
All Filings in UGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,626 | 105 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,989 | 137 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,759 | 47 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,995 | 60 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,003 | 55 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||