ENVESTNET ASSET MANAGEMENT INC

Position in UGI — Ugi Corp /Pa/

CIK 1407543 Berwyn, PA

Position in UGI

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$4,835,519

+$1,404,386 QoQ

Shares Held

132,771

+44.8% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $243,758,400 across 14 Utilities - Regulated Gas names. UGI ranks #8 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	674,566	$124,605,831
2	BIPC	Brookfield Infrastructure Corp	903,837	$35,719,638
3	NI	Nisource Inc.	555,772	$25,932,321
4	CPK	Chesapeake Utilities Corp	125,507	$15,860,319
5	OGS	ONE Gas, Inc.	129,386	$11,144,016
6	MDU	Mdu Resources Group Inc	526,783	$10,914,943
7	NJR	New Jersey Resources Corp	114,498	$6,288,230
8	UGI	Ugi Corp /Pa/ This page	132,771	$4,835,519

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,835,519	132,771	+44.8%	Shares	Sole	2026-05-04
2025-12-31	$3,431,133	91,668	-33.6%	Shares	Sole	2026-02-10
2025-09-30	$4,588,882	137,970	+7.9%	Shares	Sole	2025-11-05
2025-06-30	$4,657,644	127,887	-8.4%	Shares	Sole	2025-08-01
2025-03-31	$4,616,704	139,604	+73.1%	Shares	Sole	2025-04-29
2024-12-31	$2,276,269	80,633	-10.7%	Shares	Sole	2025-02-13
2024-09-30	$2,259,631	90,313	+1.8%	Shares	Sole	2024-11-07
2024-06-30	$2,031,550	88,714	-17.0%	Shares	Sole	2024-08-08
2024-03-31	$2,623,080	106,890	-26.9%	Shares	Sole	2024-05-13
2023-12-31	$3,598,709	146,289	+4.5%	Shares	Sole	2024-02-13
2023-09-30	$3,218,804	139,948	+51.9%	Shares	Sole	2023-11-13
2023-06-30	$2,484,584	92,124	-28.6%	Shares	Sole	2023-08-04
2023-03-31	$4,484,283	129,007	+0.4%	Shares	Sole	2023-05-11
2022-12-31	$4,761,048	128,434	+0.9%	Shares	Sole	2023-02-07
2022-09-30	$4,114,089	127,253	-19.3%	Shares	Sole	2022-11-10
2022-06-30	$6,086,596	157,643	+27.4%	Shares	Sole	2022-08-03
2022-03-31	$4,483,275	123,779	-69.6%	Shares	Sole	2022-05-04
2021-12-31	$18,710,253	407,542	+3.7%	Shares	Sole	2022-02-04
2021-09-30	$16,748,040	392,962	+3.7%	Shares	Sole	2021-10-07
2021-06-30	$17,541,348	378,781	+86.7%	Shares	Sole	2021-08-04
2021-03-31	$8,319,616	202,868	+92.4%	Shares	Sole	2021-05-04
2020-12-31	$3,685,623	105,424	+28.0%	Shares	Sole	2021-02-02
2020-09-30	$2,715,639	82,342	-2.4%	Shares	Sole	2020-10-09
2020-06-30	$2,682,584	84,358	-6.7%	Shares	Sole	2020-07-08
2020-03-31	$2,412,568	90,460	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.