Skip to main content
Equibles

Balyasny Asset Management L.P.

Position in UGI — Ugi Corp /Pa/

CIK 1218710 Chicago, IL
Back to UGI Full portfolio

Position in UGI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$7,065,778
-$14,611,222 QoQ
Shares Held
204,568
-65.6% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 624 holders
Holding Since
Mar 2020
16 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 Jun 30, 2026

Balyasny Asset Management L.P. holds $235,574,698 across 8 Utilities - Regulated Gas names. UGI ranks #4 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NI
Nisource Inc.
 3,457,694 $164,413,349
2 ATO
Atmos Energy Corp
 192,607 $33,180,407
3 SWX
Southwest Gas Holdings, Inc.
 182,979 $16,226,577
4 UGI
Ugi Corp /Pa/
This page 		204,568 $7,065,778
5 CTRI
Centuri Holdings, Inc.
 222,729 $6,735,324
6 MDU
Mdu Resources Group Inc
 224,010 $4,751,252
7 BIPC
Brookfield Infrastructure Corp
 48,902 $1,882,727
8 OGS
ONE Gas, Inc.
 17,118 $1,319,284

All Filings in UGI

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,065,778 204,568
2026-03-31 $21,677,000 595,195
2025-12-31 $4,987,547 133,250
2025-09-30 $15,676,103 471,320
2025-06-30 $3,375,332 92,678
2023-12-31 $457,067 18,580
2023-09-30 $389,919 16,953
2023-06-30 $4,267,489 158,231
2023-03-31 $5,638,488 162,212
2022-09-30 $8,643,878 267,364
2022-03-31 $5,965,035 164,689
2021-12-31 $13,748,575 299,468
2020-12-31 $2,465,588 70,526
2020-09-30 $7,818,700 237,074
2020-06-30 $7,535,010 236,950
2020-03-31 $1,306,589 48,991