Position in UGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$241
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#606
of 618 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, 2026Navigoe, LLC holds $2,527 across 11 Utilities - Regulated Gas names. UGI ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
11 | $523 | |
| 2 | NJR |
New Jersey Resources Corp
|
8 | $448 | |
| 3 | ATO |
Atmos Energy Corp
|
2 | $344 | |
| 4 | MDU |
Mdu Resources Group Inc
|
16 | $339 | |
| 5 | UGI |
Ugi Corp /Pa/
This page
|
7 | $241 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
2 | $177 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
2 | $148 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
1 | $122 |
All Filings in UGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241 | 7 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||