Position in UGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$48,136,496
-$1,134,933 QoQ
Shares Held
1,321,705
+0.4% QoQ
Ownership
0.616%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Bragg Financial Advisors, Inc holds $119,597,450 across 3 Utilities - Regulated Gas names. UGI ranks #1 (40.2% of the industry book) .
All Filings in UGI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,136,496 | 1,321,705 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,271,429 | 1,316,362 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,868,743 | 1,108,501 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $32,663,968 | 896,869 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,460,078 | 890,840 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,674,967 | 874,069 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,093,438 | 723,159 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,500,915 | 720,564 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $17,585,413 | 716,602 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,049,999 | 652,439 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,636,608 | 592,896 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,468,884 | 425,246 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $12,880,526 | 370,556 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,552,866 | 365,602 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,519,051 | 263,503 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,649,643 | 224,026 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,632,576 | 100,292 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||