Position in UGI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$13,759,476
-$1,272,187 QoQ
Shares Held
377,800
-5.9% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026BW Gestao de Investimentos Ltda. holds $38,915,093 across 4 Utilities - Regulated Gas names. UGI ranks #2 (35.4% of the industry book) .
All Filings in UGI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,759,476 | 377,800 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,031,663 | 401,594 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||