Position in UGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,298,811
-$563,238 QoQ
Shares Held
95,507
-9.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#144
of 616 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $26,219,091 across 11 Utilities - Regulated Gas names. UGI ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
29,274 | $5,043,031 | |
| 2 | NI |
Nisource Inc.
|
83,927 | $3,990,728 | |
| 3 | UGI |
Ugi Corp /Pa/
This page
|
95,507 | $3,298,811 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
27,606 | $2,448,100 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
32,366 | $2,408,030 | |
| 6 | NJR |
New Jersey Resources Corp
|
42,903 | $2,404,284 | |
| 7 | OGS |
ONE Gas, Inc.
|
26,676 | $2,055,919 | |
| 8 | SR |
Spire Inc
|
25,104 | $1,960,371 |
All Filings in UGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,298,811 | 95,507 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,862,049 | 106,042 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,609,225 | 96,426 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,291,343 | 98,958 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,598,733 | 98,812 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,258,552 | 98,535 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,877,116 | 101,917 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,549,963 | 101,917 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,011,258 | 131,496 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,506,054 | 142,871 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,245,281 | 131,922 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,067,073 | 133,351 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,684,075 | 136,599 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,009,924 | 144,129 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,795,264 | 183,309 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,850,243 | 150,023 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,982,233 | 154,940 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,265,337 | 145,371 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $6,873,507 | 149,717 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,624,895 | 155,441 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,901,597 | 170,624 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,064,414 | 25,955 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $967,692 | 27,680 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $910,346 | 27,603 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $882,100 | 27,739 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,257,783 | 47,161 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||