Position in UGI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,070
-$59 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#578
of 616 holders
Holding Since
Dec 2023
11 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, 2026DiNuzzo Private Wealth, Inc. holds $13,029 across 10 Utilities - Regulated Gas names. UGI ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
20 | $3,445 | |
| 2 | NI |
Nisource Inc.
|
68 | $3,233 | |
| 3 | NJR |
New Jersey Resources Corp
|
20 | $1,120 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
31 | $1,070 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
12 | $1,064 | |
| 6 | MDU |
Mdu Resources Group Inc
|
45 | $954 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
5 | $612 | |
| 8 | SR |
Spire Inc
|
7 | $546 |
All Filings in UGI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070 | 31 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,129 | 31 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,160 | 31 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,130 | 34 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,420 | 39 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,058 | 32 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $818 | 29 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $750 | 30 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $641 | 28 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $490 | 20 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $492 | 20 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||