Position in UGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,070
+$306 QoQ
Shares Held
31
+47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#580
of 616 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $21,244 across 10 Utilities - Regulated Gas names. UGI ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWX |
Southwest Gas Holdings, Inc.
|
161 | $14,277 | |
| 2 | NI |
Nisource Inc.
|
57 | $2,710 | |
| 3 | ATO |
Atmos Energy Corp
|
11 | $1,894 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
31 | $1,070 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
5 | $612 | |
| 6 | NJR |
New Jersey Resources Corp
|
5 | $280 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
2 | $148 | |
| 8 | NWN |
Northwest Natural Holding Co
|
2 | $98 |
All Filings in UGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070 | 31 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $764 | 21 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $786 | 21 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $698 | 21 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $764 | 21 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $694 | 21 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||