Aigen Investment Management, LP

Position in UGI — Ugi Corp /Pa/

CIK 1741224 NEW YORK, NY

Position in UGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$483,352

+$252,821 QoQ

Shares Held

13,994

+127.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#308

of 618 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Aigen Investment Management, LP holds $3,541,877 across 4 Utilities - Regulated Gas names. UGI ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	12,034	$2,073,097
2	SR	Spire Inc	8,029	$626,984
3	UGI	Ugi Corp /Pa/ This page	13,994	$483,352
4	SWX	Southwest Gas Holdings, Inc.	4,042	$358,444

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,352	13,994	+127.2%	Shares	Sole	2026-08-14
2025-12-31	$230,531	6,159	-84.4%	Shares	Sole	2026-02-13
2025-09-30	$1,312,805	39,471	-20.1%	Shares	Sole	2025-11-14
2025-06-30	$1,799,912	49,421	-38.2%	Shares	Sole	2025-08-12
2025-03-31	$2,645,930	80,010	+176.3%	Shares	Sole	2025-05-12
2024-12-31	$817,569	28,961	+49.5%	Shares	Sole	2025-02-06
2024-09-30	$484,612	19,369	-60.3%	Shares	Sole	2024-11-05
2024-06-30	$1,118,481	48,842	+24.6%	Shares	Sole	2024-08-09
2023-12-31	$964,369	39,202	-30.3%	Shares	Sole	2024-02-09
2023-09-30	$1,293,704	56,248	-49.8%	Shares	Sole	2023-11-13
2023-06-30	$3,024,146	112,130	+1232.5%	Shares	Sole	2023-08-14
2021-03-31	$345,099	8,415	-79.7%	Shares	Sole	2021-05-11
2020-03-31	$1,108,191	41,552	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.