Position in UGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,126,272
+$986,556 QoQ
Shares Held
408,983
+13.4% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#77
of 621 holders
Holding Since
Mar 2020
21 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, 2026RENAISSANCE TECHNOLOGIES LLC holds $273,259,966 across 11 Utilities - Regulated Gas names. UGI ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
447,900 | $77,159,733 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
438,900 | $38,921,652 | |
| 3 | NI |
Nisource Inc.
|
747,300 | $35,534,115 | |
| 4 | CTRI |
Centuri Holdings, Inc.
|
913,700 | $27,630,288 | |
| 5 | SR |
Spire Inc
|
343,000 | $26,784,870 | |
| 6 | MDU |
Mdu Resources Group Inc
|
957,150 | $20,301,151 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
247,800 | $18,436,320 | |
| 8 | UGI |
Ugi Corp /Pa/
This page
|
408,983 | $14,126,272 |
All Filings in UGI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,126,272 | 408,983 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,139,716 | 360,783 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,018,254 | 214,220 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,857,750 | 386,583 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,910,194 | 546,683 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,383,418 | 858,283 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,344,138 | 1,216,583 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,607,646 | 903,583 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,391,830 | 191,783 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,403,290 | 220,183 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,678,604 | 271,488 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $203,885 | 5,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,409,038 | 43,583 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $794,709 | 20,583 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $25,737,316 | 710,583 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,625,214 | 35,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,483,638 | 199,053 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $10,450,487 | 298,927 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $23,710,806 | 718,945 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $36,692,271 | 1,153,845 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $63,381,495 | 2,376,509 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||