Position in UGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$725
+$325 QoQ
Shares Held
21
+90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#587
of 616 holders
Holding Since
Dec 2023
8 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, 2026Rakuten Securities, Inc. holds $1,543 across 2 Utilities - Regulated Gas names. UGI ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
11 | $818 | |
| 2 | UGI |
Ugi Corp /Pa/
This page
|
21 | $725 |
All Filings in UGI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725 | 21 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $400 | 11 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $973 | 26 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $199 | 6 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $764 | 21 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $694 | 21 | Shares | Defined | 2025-04-18 | |
| 2024-12-31 | $5,646 | 200 | Shares | Defined | 2025-02-10 | |
| 2023-12-31 | $24 | 1 | Shares | Defined | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||