Position in UGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,831,900
-$301,349 QoQ
Shares Held
81,989
-4.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 618 holders
Holding Since
Mar 2026
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 Jun 30, 2026Vanguard Global Advisers, LLC holds $144,398,703 across 15 Utilities - Regulated Gas names. UGI ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
359,072 | $61,857,333 | |
| 2 | NI |
Nisource Inc.
|
1,030,956 | $49,021,957 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
411,720 | $15,851,220 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
81,989 | $2,831,900 | |
| 5 | NJR |
New Jersey Resources Corp
|
38,777 | $2,173,063 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
24,391 | $2,162,993 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
28,924 | $2,151,945 | |
| 8 | OGS |
ONE Gas, Inc.
|
24,849 | $1,915,112 |
All Filings in UGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,831,900 | 81,989 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,133,249 | 86,031 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||