Position in UGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$84,139
-$3,669 QoQ
Shares Held
2,436
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#455
of 618 holders
Holding Since
Mar 2026
2 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, 2026Vision Retirement, LLC holds $138,356 across 3 Utilities - Regulated Gas names. UGI ranks #1 (60.8% of the industry book) .
All Filings in UGI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,139 | 2,436 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $87,808 | 2,411 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||