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MATHER GROUP, LLC.

Position in UGI — Ugi Corp /Pa/

CIK 1527641 CHICAGO, IL

Position in UGI

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$17,408
-$8,668 QoQ
Shares Held
504
-29.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#522
of 618 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UGI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

MATHER GROUP, LLC. holds $14,656,529 across 6 Utilities - Regulated Gas names. UGI ranks #3 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 UGI
Ugi Corp /Pa/
This page
504 $17,408

All Filings in UGI

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,408 504
2026-03-31 $26,076 716
2025-09-30 $32,827 987
2025-03-31 $694 21
2024-12-31 $592 21
2024-09-30 $525 21
2024-03-31 $4,000 163