Position in UGI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$15,759,844
-$605,637 QoQ
Shares Held
432,725
-1.0% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70.85285111791553.ToString("F0")%
Shared 0.ToString("F0")%
None 29.147148882084466.ToString("F0")%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026WEDGE CAPITAL MANAGEMENT L L P/NC holds $50,433,250 across 6 Utilities - Regulated Gas names. UGI ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SR |
Spire Inc
|
212,965 | $19,281,851 | |
| 2 | UGI |
Ugi Corp /Pa/
This page
|
432,725 | $15,759,844 | |
| 3 | NI |
Nisource Inc.
|
115,829 | $5,404,581 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
36,997 | $4,675,310 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
39,507 | $3,433,158 | |
| 6 | NWN |
Northwest Natural Holding Co
|
35,297 | $1,878,506 |
All Filings in UGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,759,844 | 432,725 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,365,481 | 437,229 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $15,157,147 | 455,717 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $16,211,671 | 445,131 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $12,772,493 | 386,226 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,482,402 | 442,168 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $13,909,393 | 555,931 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $13,246,940 | 578,469 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $12,606,541 | 513,714 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $12,434,266 | 505,458 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,469,271 | 672,577 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $21,088,544 | 781,926 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $14,890,071 | 428,368 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $18,398,471 | 496,317 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $18,391,890 | 568,880 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $20,943,994 | 542,450 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $20,935,377 | 578,006 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $41,946,543 | 913,669 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $38,102,535 | 894,006 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $47,308,443 | 1,021,560 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $46,363,937 | 1,130,552 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $58,326,355 | 1,668,374 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $46,476,702 | 1,409,239 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $42,531,450 | 1,337,467 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $30,955,255 | 1,160,677 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||