Position in UGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$222,921
-$11,951 QoQ
Shares Held
6,454
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 618 holders
Holding Since
Mar 2024
10 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, 2026PFG Investments, LLC holds $862,305 across 3 Utilities - Regulated Gas names. UGI ranks #3 (25.9% of the industry book) .
All Filings in UGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,921 | 6,454 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $234,872 | 6,449 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $327,961 | 8,762 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $346,070 | 10,405 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $458,746 | 12,596 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $384,802 | 11,636 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $328,314 | 11,630 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $367,543 | 14,690 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $336,240 | 14,683 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $465,572 | 18,972 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||