Position in UGI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,133,249
New position
Shares Held
86,031
first reported quarter
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Vanguard Global Advisers, LLC holds $148,894,705 across 15 Utilities - Regulated Gas names. UGI ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
360,844 | $66,655,103 | |
| 2 | NI |
Nisource Inc.
|
1,044,499 | $48,736,323 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
373,847 | $14,774,433 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
86,031 | $3,133,249 | |
| 5 | NJR |
New Jersey Resources Corp
|
40,992 | $2,251,280 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
25,729 | $2,235,850 | |
| 7 | SR |
Spire Inc
|
23,780 | $2,153,041 | |
| 8 | OGS |
ONE Gas, Inc.
|
24,433 | $2,104,414 |
All Filings in UGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,133,249 | 86,031 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||