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Energy Income Partners, LLC: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Energy Income Partners, LLC on UGI, newest first. How the timeline and the estimate are built.

Energy Income Partners, LLC held 1,302,403 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,302,403 shares
    Change vs previous 13F +18,808 shares

    0.71% of the 13F portfolio, value $44,985,000.

    13F-HR 0001104659-26-092699 filed by Energy Income Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,283,595 shares
    Change vs previous 13F +40,266 shares

    0.75% of the 13F portfolio, value $46,748,530.

    13F-HR 0001104659-26-062131 filed by Energy Income Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,243,329 shares
    Change vs previous 13F -296,944 shares

    0.84% of the 13F portfolio, value $46,537,805.

    13F-HR 0001104659-26-016074 filed by Energy Income Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,540,273 shares
    Change vs previous 13F -10,131 shares

    0.99% of the 13F portfolio, value $51,229,480.

    13F-HR 0001104659-25-111474 filed by Energy Income Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,550,404 shares
    Change vs previous 13F -3,940 shares

    1.11% of the 13F portfolio, value $56,465,713.

    13F-HR 0001104659-25-078162 filed by Energy Income Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,554,344 shares
    Change vs previous 13F +47,423 shares

    0.98% of the 13F portfolio, value $51,402,156.

    13F-HR 0001104659-25-049298 filed by Energy Income Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,506,921 shares
    Change vs previous 13F +1,286,717 shares

    0.87% of the 13F portfolio, value $42,540,379.

    13F-HR 0001104659-25-013957 filed by Energy Income Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 220,204 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,509,504.

    13F-HR 0001104659-24-118780 filed by Energy Income Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).