AVIVA PLC

Position in UGI — Ugi Corp /Pa/

CIK 1140022 LONDON, X0

Position in UGI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$601,184

-$6,155 QoQ

Shares Held

16,507

+1.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

AVIVA PLC holds $142,960,655 across 4 Utilities - Regulated Gas names. UGI ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	1,525,662	$71,187,388
2	ATO	Atmos Energy Corp	383,702	$70,877,433
3	UGI	Ugi Corp /Pa/ This page	16,507	$601,184
4	OGS	ONE Gas, Inc.	3,421	$294,650

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$601,184	16,507	+1.7%	Shares	Defined	2026-05-14
2025-12-31	$607,339	16,226	-1.5%	Shares	Defined	2026-02-12
2025-09-30	$547,958	16,475	+16.5%	Shares	Defined	2025-11-13
2025-06-30	$515,088	14,143	-61.7%	Shares	Defined	2025-08-07
2023-06-30	$995,408	36,908	-94.9%	Shares	Defined	2023-08-10
2023-03-31	$25,351,476	729,329	+101.6%	Shares	Defined	2023-05-12
2022-12-31	$13,410,146	361,752	-15.1%	Shares	Defined	2023-02-14
2022-09-30	$13,782,149	426,296	+31.4%	Shares	Defined	2022-11-14
2022-06-30	$12,524,427	324,383	+316.0%	Shares	Defined	2022-08-04
2022-03-31	$2,824,435	77,980	+1508.2%	Shares	Defined	2022-05-13
2021-12-31	$222,617	4,849	—	Shares	Defined	2022-02-10
No filing history on record for this holder in this stock.