Position in UGI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$58,021,503
+$45,155,016 QoQ
Shares Held
1,593,122
+363.5% QoQ
Ownership
0.743%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026ARROWSTREET CAPITAL, LIMITED PARTNERSHIP holds $73,315,002 across 4 Utilities - Regulated Gas names. UGI ranks #1 (79.1% of the industry book) .
All Filings in UGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,021,503 | 1,593,122 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,866,487 | 343,748 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,877,579 | 146,650 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,535,751 | 179,455 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,999,048 | 60,449 | Shares | Defined | 2025-05-14 | |
| 2022-03-31 | $9,263,772 | 255,764 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,972,168 | 151,866 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $3,751,208 | 107,300 | Shares | Defined | 2021-02-12 | |
| 2020-03-31 | $6,725,533 | 252,176 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||