Position in UGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,580,099
+$15,434,961 QoQ
Shares Held
508,978
+764.1% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#63
of 616 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026HANCOCK WHITNEY CORP holds $21,571,776 across 3 Utilities - Regulated Gas names. UGI ranks #1 (81.5% of the industry book) .
All Filings in UGI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,580,099 | 508,978 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,145,138 | 58,900 | Shares | Defined | 2026-05-15 | |
| 2021-06-30 | $290,363 | 6,270 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $244,583 | 5,964 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $208,501 | 5,964 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||