Vanguard Personalized Indexing Management, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1767306 OAKLAND, CA

Back to UGI Full portfolio

Position in UGI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,828,064

-$389,841 QoQ

Shares Held

52,926

-13.1% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#189

of 616 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Common Shares in UGI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $17,828,968 across 12 Utilities - Regulated Gas names. UGI ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	24,786	$4,269,884
2	NI	Nisource Inc.	64,160	$3,050,808
3	SWX	Southwest Gas Holdings, Inc.	23,570	$2,090,187
4	UGI	Ugi Corp /Pa/ This page	52,926	$1,828,064
5	BKH	Black Hills Corp /Sd/	23,364	$1,738,281
6	OGS	ONE Gas, Inc.	13,800	$1,063,566
7	SR	Spire Inc	11,324	$884,291
8	NJR	New Jersey Resources Corp	14,134	$792,069

All Filings in UGI

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,828,064	52,926	-13.1%	Shares	Sole	2026-08-11
2026-03-31	$2,217,905	60,898	-7.8%	Shares	Sole	2026-05-14
2025-12-31	$2,473,411	66,081	+24.6%	Shares	Sole	2026-02-13
2025-09-30	$1,763,478	53,021	-2.7%	Shares	Sole	2025-10-31
2025-06-30	$1,984,562	54,491	+10.5%	Shares	Sole	2025-07-25
2025-03-31	$1,630,251	49,297	+9.3%	Shares	Sole	2025-05-14
2024-12-31	$1,273,116	45,098	+6.0%	Shares	Sole	2025-02-10
2024-09-30	$1,064,801	42,558	+16.6%	Shares	Sole	2024-11-12
2024-06-30	$835,598	36,489	-5.5%	Shares	Sole	2024-08-12
2024-03-31	$947,244	38,600	+52.1%	Shares	Sole	2024-05-09
2023-12-31	$624,348	25,380	-39.7%	Shares	Sole	2024-02-08
2023-09-30	$968,231	42,097	+72.7%	Shares	Sole	2023-11-08
2023-06-30	$657,393	24,375	+89.3%	Shares	Sole	2023-07-28
2023-03-31	$447,535	12,875	+24.4%	Shares	Sole	2023-05-10
2022-12-31	$383,674	10,350	-38.3%	Shares	Sole	2023-02-10
2022-09-30	$542,368	16,776	-7.7%	Shares	Sole	2022-11-14
2022-06-30	$701,852	18,178	+12.9%	Shares	Sole	2022-08-12
2022-03-31	$583,250	16,103	+84.1%	Shares	Sole	2022-05-16
2021-12-31	$401,528	8,746	+34.0%	Shares	Sole	2022-02-23
2021-09-30	$278,265	6,529	-6.8%	Shares	Sole	2021-11-09
2021-06-30	$324,586	7,009	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.