Position in UGI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$17,449,003
+$143,543 QoQ
Shares Held
479,105
+3.6% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $528,394,422 across 12 Utilities - Regulated Gas names. UGI ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
3,364,069 | $132,948,005 | |
| 2 | ATO |
Atmos Energy Corp
|
507,404 | $93,727,666 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
1,071,793 | $93,138,811 | |
| 4 | NI |
Nisource Inc.
|
1,713,756 | $79,963,854 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
320,946 | $22,276,860 | |
| 6 | MDU |
Mdu Resources Group Inc
|
990,325 | $20,519,533 | |
| 7 | UGI |
Ugi Corp /Pa/
This page
|
479,105 | $17,449,003 | |
| 8 | SR |
Spire Inc
|
188,375 | $17,055,472 |
All Filings in UGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,449,003 | 479,105 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $17,305,460 | 462,342 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $15,877,624 | 477,379 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $17,709,297 | 486,252 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $16,347,393 | 494,327 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $13,893,789 | 492,164 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $12,439,793 | 497,194 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $15,985,733 | 698,067 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $19,361,936 | 788,995 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $18,918,728 | 769,054 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $17,771,985 | 772,695 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $21,197,961 | 785,983 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $28,825,946 | 829,285 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $30,466,497 | 821,864 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $26,413,189 | 816,987 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $32,174,484 | 833,320 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $26,748,614 | 738,504 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $35,210,766 | 766,952 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $33,550,505 | 787,201 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $36,918,377 | 797,201 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $21,578,255 | 617,227 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $20,429,395 | 619,448 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $20,402,720 | 641,595 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $17,246,714 | 646,671 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||