Position in UGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$172
-$10 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#606
of 616 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,939,022 across 8 Utilities - Regulated Gas names. UGI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
4,725 | $813,975 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
9,485 | $705,684 | |
| 3 | NWN |
Northwest Natural Holding Co
|
7,166 | $351,563 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
452 | $55,360 | |
| 5 | NI |
Nisource Inc.
|
130 | $6,181 | |
| 6 | SR |
Spire Inc
|
75 | $5,856 | |
| 7 | OGS |
ONE Gas, Inc.
|
3 | $231 | |
| 8 | UGI |
Ugi Corp /Pa/
This page
|
5 | $172 |
All Filings in UGI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172 | 5 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $182 | 5 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $187 | 5 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,818 | 205 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,393 | 203 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,614 | 200 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,448 | 193 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,753 | 190 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,282 | 187 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $2,734 | 86 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||