Bridgewater Associates, LP

Position in UGI — Ugi Corp /Pa/

CIK 1350694 Westport, CT

Position in UGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,128,572

+$4,021,509 QoQ

Shares Held

206,386

+141.9% QoQ

Ownership

0.096%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#101

of 621 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bridgewater Associates, LP holds $79,811,834 across 5 Utilities - Regulated Gas names. UGI ranks #2 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	1,410,001	$67,045,547
2	UGI	Ugi Corp /Pa/ This page	206,386	$7,128,572
3	NJR	New Jersey Resources Corp	59,048	$3,309,049
4	MDU	Mdu Resources Group Inc	80,657	$1,710,734
5	ATO	Atmos Energy Corp	3,587	$617,932

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,128,572	206,386	+141.9%	Shares	Sole	2026-08-14
2026-03-31	$3,107,063	85,312	+25.8%	Shares	Sole	2026-05-15
2025-12-31	$2,539,251	67,840	+87.1%	Shares	Sole	2026-02-13
2025-06-30	$1,320,297	36,252	-73.0%	Shares	Sole	2025-08-13
2025-03-31	$4,441,168	134,296	+364.1%	Shares	Sole	2025-05-14
2024-09-30	$723,928	28,934	+95.1%	Shares	Sole	2024-11-13
2024-06-30	$339,584	14,829	-70.0%	Shares	Sole	2024-08-14
2022-12-31	$1,834,149	49,478	+49.9%	Shares	Sole	2023-02-13
2022-09-30	$1,067,407	33,016	-11.2%	Shares	Sole	2022-11-10
2022-06-30	$1,435,288	37,174	+38.4%	Shares	Sole	2022-08-11
2022-03-31	$973,158	26,868	+136.5%	Shares	Sole	2022-05-13
2021-12-31	$521,675	11,363	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.