Position in UGI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,440,083
-$34,247 QoQ
Shares Held
39,541
+0.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $14,849,021 across 15 Utilities - Regulated Gas names. UGI ranks #6 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
46,621 | $3,235,962 | |
| 2 | OGS |
ONE Gas, Inc.
|
27,130 | $2,336,705 | |
| 3 | ATO |
Atmos Energy Corp
|
11,620 | $2,146,445 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
17,463 | $1,517,534 | |
| 5 | NJR |
New Jersey Resources Corp
|
27,020 | $1,483,938 | |
| 6 | UGI |
Ugi Corp /Pa/
This page
|
39,541 | $1,440,083 | |
| 7 | SR |
Spire Inc
|
15,627 | $1,414,868 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
9,785 | $386,703 |
All Filings in UGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,440,083 | 39,541 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,474,330 | 39,389 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,339,978 | 40,288 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,516,383 | 41,636 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,397,736 | 42,266 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,213,918 | 43,001 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,102,030 | 44,046 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,021,019 | 44,586 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,135,563 | 46,274 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,138,438 | 46,278 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,188,824 | 51,688 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,105,277 | 78,060 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $2,723,967 | 78,365 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,913,775 | 78,602 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,630,238 | 81,356 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,574,010 | 92,567 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,821,175 | 77,890 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,547,878 | 77,279 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,258,042 | 76,444 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,580,503 | 77,316 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,028,465 | 73,847 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $2,581,690 | 73,847 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,481,282 | 75,236 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,390,724 | 75,180 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $1,961,658 | 73,553 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||