WHITTIER TRUST CO

Bank

Position in UGI — Ugi Corp /Pa/

CIK 1137881 SOUTH PASADENA, CA

Position in UGI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$20,724

-$1,128 QoQ

Shares Held

600

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#517

of 618 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WHITTIER TRUST CO holds $2,459,277 across 5 Utilities - Regulated Gas names. UGI ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	12,327	$2,123,572
2	NI	Nisource Inc.	4,326	$205,701
3	NWN	Northwest Natural Holding Co	2,000	$98,120
4	UGI	Ugi Corp /Pa/ This page	600	$20,724
5	BKH	Black Hills Corp /Sd/	150	$11,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,724	600	0.0%	Shares	Sole	2026-07-28
2026-03-31	$21,852	600	0.0%	Shares	Sole	2026-04-28
2025-12-31	$22,458	600	0.0%	Shares	Sole	2026-01-26
2025-09-30	$19,956	600	-33.3%	Shares	Sole	2025-10-31
2025-06-30	$32,741	899	0.0%	Shares	Sole	2025-07-30
2025-03-31	$29,729	899	0.0%	Shares	Sole	2025-05-02
2024-12-31	$25,378	899	0.0%	Shares	Sole	2025-02-11
2024-09-30	$22,492	899	-25.0%	Shares	Sole	2024-10-21
2024-06-30	$27,434	1,198	+99.7%	Shares	Sole	2024-07-29
2024-03-31	$14,724	600	0.0%	Shares	Sole	2024-05-02
2023-12-31	$14,760	600	0.0%	Shares	Sole	2024-01-11
2023-09-30	$13,800	600	0.0%	Shares	Sole	2023-10-27
2023-06-30	$16,182	600	0.0%	Shares	Sole	2023-07-24
2023-03-31	$20,856	600	0.0%	Shares	Sole	2023-04-21
2022-12-31	$22,242	600	0.0%	Shares	Sole	2023-01-25
2022-09-30	$19,398	600	0.0%	Shares	Sole	2022-10-21
2022-06-30	$23,166	600	-7.7%	Shares	Sole	2022-07-28
2022-03-31	$23,543	650	+8.3%	Shares	Sole	2022-04-29
2021-12-31	$27,546	600	0.0%	Shares	Sole	2022-01-19
2021-09-30	$25,572	600	0.0%	Shares	Sole	2021-11-01
2021-06-30	$27,786	600	-59.1%	Shares	Sole	2021-07-29
2021-03-31	$60,202	1,468	+144.7%	Shares	Sole	2021-04-26
2020-12-31	$20,976	600	0.0%	Shares	Sole	2021-01-29
2020-09-30	$19,788	600	-38.5%	Shares	Sole	2020-10-30
2020-06-30	$31,005	975	0.0%	Shares	Sole	2020-07-10
2020-03-31	$26,003	975	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.