NEUBERGER BERMAN GROUP LLC

Position in UGI — Ugi Corp /Pa/

CIK 1465109 NEW YORK, NY

Position in UGI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$306,917,421

+$32,405,465 QoQ

Shares Held

8,427,167

+14.9% QoQ

Ownership

3.93%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 95.94972971933863.ToString("F0")% Shared 0.ToString("F0")% None 4.050270280661375.ToString("F0")%

Utilities · as of Mar 31, 2026

NEUBERGER BERMAN GROUP LLC holds $794,878,996 across 13 Utilities - Regulated Gas names. UGI ranks #1 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/ This page	8,427,167	$306,917,421
2	CPK	Chesapeake Utilities Corp	1,079,094	$136,365,108
3	ATO	Atmos Energy Corp	601,090	$111,033,344
4	NJR	New Jersey Resources Corp	1,513,779	$83,136,741
5	BIPC	Brookfield Infrastructure Corp	1,242,157	$49,090,044
6	SWX	Southwest Gas Holdings, Inc.	427,037	$37,109,514
7	NI	Nisource Inc.	551,224	$25,720,111
8	MDU	Mdu Resources Group Inc	1,226,667	$25,416,540

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$306,917,421	8,427,167	+14.9%	Shares	Defined	2026-05-14
2025-12-31	$274,511,956	7,334,009	+107.2%	Shares	Defined	2026-02-13
2025-09-30	$117,705,908	3,538,963	+8.0%	Shares	Defined	2025-11-12
2025-06-30	$119,340,800	3,276,793	+9.7%	Shares	Defined	2025-08-25
2025-03-31	$98,807,140	2,987,818	+91.5%	Shares	Defined	2025-05-13
2024-12-31	$44,046,280	1,560,265	+5215.3%	Shares	Defined	2025-02-13
2024-09-30	$734,436	29,354	+1.4%	Shares	Defined	2024-11-14
2024-06-30	$663,046	28,954	+92.3%	Shares	Defined	2024-11-14
2024-03-31	$369,546	15,059	-14.7%	Shares	Defined	2024-11-14
2023-12-31	$434,411	17,659	-23.8%	Shares	Defined	2024-11-14
2023-09-30	$533,117	23,179	+118.2%	Shares	Defined	2023-11-14
2023-03-31	$369,324	10,625	-21.5%	Shares	Defined	2023-05-12
2022-12-31	$501,630	13,532	-66.8%	Shares	Defined	2023-02-13
2022-09-30	$1,317,187	40,742	-19.5%	Shares	Defined	2022-11-15
2022-06-30	$1,954,785	50,629	+5.1%	Shares	Defined	2022-08-15
2022-03-31	$1,744,716	48,170	-3.7%	Shares	Defined	2022-05-23
2021-12-31	$2,297,381	50,041	+22.0%	Shares	Defined	2022-02-11
2021-09-30	$1,748,101	41,016	-6.3%	Shares	Defined	2021-11-12
2021-06-30	$2,027,220	43,775	+92.8%	Shares	Defined	2021-08-13
2021-03-31	$931,254	22,708	+69.4%	Shares	Defined	2021-05-13
2020-12-31	$468,568	13,403	+68.7%	Shares	Defined	2021-02-10
2020-09-30	$261,960	7,943	-64.9%	Shares	Defined	2020-11-12
2020-03-31	$603,675	22,635	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.