Position in UGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$140,785
+$128,403 QoQ
Shares Held
4,076
+1098.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#435
of 611 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $615,853 across 15 Utilities - Regulated Gas names. UGI ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
999 | $172,097 | |
| 2 | UGI |
Ugi Corp /Pa/
This page
|
4,076 | $140,785 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
893 | $66,439 | |
| 4 | NI |
Nisource Inc.
|
1,051 | $49,975 | |
| 5 | NJR |
New Jersey Resources Corp
|
686 | $38,443 | |
| 6 | OGS |
ONE Gas, Inc.
|
482 | $37,147 | |
| 7 | SR |
Spire Inc
|
407 | $31,782 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
330 | $29,264 |
All Filings in UGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,785 | 4,076 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,382 | 340 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $12,726 | 340 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $11,308 | 340 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $12,382 | 340 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||