Position in UGI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,245,641
-$45,541 QoQ
Shares Held
89,117
+1.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
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")%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Ensign Peak Advisors, Inc holds $46,558,484 across 10 Utilities - Regulated Gas names. UGI ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
503,652 | $23,500,402 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
94,132 | $8,180,070 | |
| 3 | ATO |
Atmos Energy Corp
|
44,249 | $8,173,675 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
89,117 | $3,245,641 | |
| 5 | OGS |
ONE Gas, Inc.
|
18,533 | $1,596,247 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
14,755 | $1,024,144 | |
| 7 | SR |
Spire Inc
|
3,959 | $358,447 | |
| 8 | MDU |
Mdu Resources Group Inc
|
12,732 | $263,807 |
All Filings in UGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,245,641 | 89,117 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,291,182 | 87,929 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,584,116 | 197,959 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,033,576 | 193,124 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,109,476 | 124,266 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,565,666 | 161,731 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,280,271 | 171,074 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,955,837 | 172,744 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,246,867 | 173,059 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,100,721 | 166,696 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,219,442 | 183,454 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,506,769 | 315,416 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,287,423 | 180,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,301,828 | 385,806 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,005,711 | 433,211 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,682,453 | 457,976 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,774,683 | 380,306 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,491,537 | 315,651 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,086,300 | 307,046 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,523,685 | 356,806 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,692,841 | 309,506 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $22,559,967 | 645,308 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $23,676,407 | 717,902 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,641,468 | 428,977 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $10,111,050 | 379,117 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||