Position in UGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,917,571
-$215,545 QoQ
Shares Held
258,181
+3.0% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#93
of 618 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $8,917,571 across 1 Utilities - Regulated Gas name. UGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
This page
|
258,181 | $8,917,571 |
All Filings in UGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,917,571 | 258,181 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,133,116 | 250,772 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,826,947 | 262,542 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,431,576 | 253,505 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,853,556 | 243,096 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,916,991 | 239,401 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,225,891 | 255,965 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||