Position in UGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,640
+$2,703 QoQ
Shares Held
945
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#498
of 618 holders
Holding Since
Dec 2024
7 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, 2026WPG Advisers, LLC holds $67,286 across 10 Utilities - Regulated Gas names. UGI ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
This page
|
945 | $32,640 | |
| 2 | NJR |
New Jersey Resources Corp
|
306 | $17,148 | |
| 3 | NI |
Nisource Inc.
|
108 | $5,135 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
23 | $2,817 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
62 | $2,387 | |
| 6 | OGS |
ONE Gas, Inc.
|
29 | $2,235 | |
| 7 | SR |
Spire Inc
|
25 | $1,952 | |
| 8 | ATO |
Atmos Energy Corp
|
9 | $1,550 |
All Filings in UGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,640 | 945 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,937 | 822 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $33,687 | 900 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,414 | 253 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,214 | 253 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,969 | 241 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,964 | 105 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||