Position in UGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,866
-$156 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#562
of 618 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BAYBAN holds $54,592 across 5 Utilities - Regulated Gas names. UGI ranks #4 (5.2% of the industry book) .
All Filings in UGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,866 | 83 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,022 | 83 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||