Position in UGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,388,615
New position
Shares Held
98,107
first reported quarter
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 618 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Jupiter Topco LLC holds $64,226,581 across 12 Utilities - Regulated Gas names. UGI ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
316,064 | $23,515,161 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
161,176 | $19,740,836 | |
| 3 | UGI |
Ugi Corp /Pa/
This page
|
98,107 | $3,388,615 | |
| 4 | NJR |
New Jersey Resources Corp
|
45,299 | $2,538,555 | |
| 5 | ATO |
Atmos Energy Corp
|
14,521 | $2,501,531 | |
| 6 | NI |
Nisource Inc.
|
51,151 | $2,432,229 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
26,877 | $2,383,452 | |
| 8 | OGS |
ONE Gas, Inc.
|
27,258 | $2,100,774 |
All Filings in UGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,388,615 | 98,107 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||