Position in UGI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,595
New position
Shares Held
162
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#542
of 611 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $63,823 across 8 Utilities - Regulated Gas names. UGI ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
167 | $28,769 | |
| 2 | MDU |
Mdu Resources Group Inc
|
600 | $12,725 | |
| 3 | OGS |
ONE Gas, Inc.
|
94 | $7,244 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
162 | $5,595 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
61 | $4,538 | |
| 6 | NJR |
New Jersey Resources Corp
|
45 | $2,521 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
27 | $2,394 | |
| 8 | OPAL |
OPAL Fuels Inc.
|
17 | $37 |
All Filings in UGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,595 | 162 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||