Position in UGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,376,315
+$10,126,196 QoQ
Shares Held
779,141
+59.8% QoQ
Ownership
0.363%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026Man Group plc holds $147,773,586 across 10 Utilities - Regulated Gas names. UGI ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
161,505 | $29,833,203 | |
| 2 | UGI |
Ugi Corp /Pa/
This page
|
779,141 | $28,376,315 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
287,562 | $24,989,137 | |
| 4 | OGS |
ONE Gas, Inc.
|
184,926 | $15,927,676 | |
| 5 | NI |
Nisource Inc.
|
277,219 | $12,935,038 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
122,847 | $8,526,810 | |
| 7 | MDU |
Mdu Resources Group Inc
|
378,425 | $7,840,966 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
191,319 | $7,560,926 |
All Filings in UGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,376,315 | 779,141 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,250,119 | 487,580 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,007,012 | 240,740 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $781,113 | 23,620 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $872,194 | 30,896 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,479,455 | 179,035 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,098,954 | 309,998 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,171,368 | 251,482 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,028,235 | 123,099 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $8,908,703 | 330,319 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,423,035 | 127,245 | Principal | Defined | 2023-05-15 | |
| 2022-12-31 | $11,461,599 | 309,188 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $20,762,777 | 642,214 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,341,909 | 526,856 | Principal | Defined | 2022-08-15 | |
| 2022-03-31 | $16,727,156 | 461,821 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $763,666 | 16,634 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,285,667 | 53,629 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,743,178 | 231,984 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,619,895 | 39,500 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,617,740 | 275,107 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,651,333 | 141,035 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,448,394 | 45,547 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,262,709 | 84,841 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||