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Equibles

Bragg Financial Advisors, Inc

Position in UGI — Ugi Corp /Pa/

CIK 1327055 CHARLOTTE, NC
Back to UGI Full portfolio

Position in UGI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$59,829,462
+$11,692,966 QoQ
Shares Held
1,732,179
+31.1% QoQ
Ownership
0.808%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#25
of 624 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in UGI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $135,632,950 across 3 Utilities - Regulated Gas names. UGI ranks #1 (44.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UGI
Ugi Corp /Pa/
This page 		1,732,179 $59,829,462
2 NJR
New Jersey Resources Corp
 803,472 $45,026,570
3 MDU
Mdu Resources Group Inc
 1,451,057 $30,776,918

All Filings in UGI

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $59,829,462 1,732,179
2026-03-31 $48,136,496 1,321,705
2025-12-31 $49,271,429 1,316,362
2025-09-30 $36,868,743 1,108,501
2025-06-30 $32,663,968 896,869
2025-03-31 $29,460,078 890,840
2024-12-31 $24,674,967 874,069
2024-09-30 $18,093,438 723,159
2024-06-30 $16,500,915 720,564
2024-03-31 $17,585,413 716,602
2023-12-31 $16,049,999 652,439
2023-09-30 $13,636,608 592,896
2023-06-30 $11,468,884 425,246
2023-03-31 $12,880,526 370,556
2022-12-31 $13,552,866 365,602
2022-09-30 $8,519,051 263,503
2022-06-30 $8,649,643 224,026
2022-03-31 $3,632,576 100,292