Cambridge Investment Research Advisors, Inc.
Position in UGI — Ugi Corp /Pa/
CIK 1419186
FAIRFIELD, IA
Position in UGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,296,085
-$649,641 QoQ
Shares Held
124,380
-8.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $25,850,968 across 13 Utilities - Regulated Gas names. UGI ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
34,730 | $5,982,937 | |
| 2 | UGI |
Ugi Corp /Pa/
This page
|
124,380 | $4,296,085 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
50,488 | $3,756,307 | |
| 4 | NWN |
Northwest Natural Holding Co
|
58,518 | $2,870,893 | |
| 5 | NI |
Nisource Inc.
|
42,304 | $2,011,555 | |
| 6 | MDU |
Mdu Resources Group Inc
|
87,722 | $1,860,583 | |
| 7 | SPH |
Suburban Propane Partners LP
|
86,676 | $1,482,159 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
33,406 | $1,286,131 |
All Filings in UGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,296,085 | 124,380 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,945,726 | 135,797 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,240,410 | 59,856 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,132,365 | 64,112 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,174,003 | 87,150 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,928,249 | 88,547 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,314,408 | 81,984 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,558,570 | 62,293 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,432,738 | 62,565 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,428,080 | 58,194 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,426,824 | 58,001 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,382,093 | 60,091 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,680,419 | 62,307 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,539,659 | 44,294 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,875,556 | 50,595 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $681,451 | 21,078 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $671,929 | 17,403 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $555,614 | 15,340 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $698,199 | 15,208 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $616,583 | 14,467 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $561,091 | 12,116 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $541,783 | 13,211 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $440,775 | 12,608 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $461,983 | 14,008 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $446,249 | 14,033 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $430,427 | 16,139 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||