Position in UGI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,519
-$83 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 616 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Strive Financial Group ,LLC holds $229,283 across 5 Utilities - Regulated Gas names. UGI ranks #2 (0.7% of the industry book) .
All Filings in UGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519 | 44 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,602 | 44 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,769 | 74 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||