Position in UGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$898
New position
Shares Held
26
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#578
of 611 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JPL Wealth Management, LLC holds $27,907 across 10 Utilities - Regulated Gas names. UGI ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
232 | $11,031 | |
| 2 | ATO |
Atmos Energy Corp
|
37 | $6,373 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
51 | $3,793 | |
| 4 | NWN |
Northwest Natural Holding Co
|
53 | $2,600 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
43 | $1,655 | |
| 6 | UGI |
Ugi Corp /Pa/
This page
|
26 | $898 | |
| 7 | MDU |
Mdu Resources Group Inc
|
30 | $636 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
6 | $532 |
All Filings in UGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898 | 26 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||