Northwest & Ethical Investments L.P.

Position in UGI — Ugi Corp /Pa/

CIK 2033536 TORONTO, A6

Position in UGI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,564,696

-$2,908,444 QoQ

Shares Held

45,301

-63.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#201

of 618 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Northwest & Ethical Investments L.P. holds $3,826,836 across 3 Utilities - Regulated Gas names. UGI ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	38,908	$1,850,075
2	UGI	Ugi Corp /Pa/ This page	45,301	$1,564,696
3	BIPC	Brookfield Infrastructure Corp	10,703	$412,065

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,564,696	45,301	-63.1%	Shares	Sole	2026-08-13
2026-03-31	$4,473,140	122,821	+1.5%	Shares	Sole	2026-05-14
2025-12-31	$4,530,414	121,037	-18.4%	Shares	Sole	2026-02-17
2025-09-30	$4,932,591	148,304	-2.6%	Shares	Sole	2025-11-12
2025-06-30	$5,548,004	152,334	-10.1%	Shares	Sole	2025-08-13
2025-03-31	$5,604,009	169,459	-35.3%	Shares	Sole	2025-05-13
2024-12-31	$7,389,880	261,774	+21.3%	Shares	Sole	2025-02-11
2024-09-30	$5,399,541	215,809	+20.0%	Shares	Sole	2024-11-14
2024-06-30	$4,116,778	179,772	+48.7%	Shares	Sole	2024-08-14
2024-03-31	$2,966,272	120,875	+33.6%	Shares	Sole	2025-07-09
2023-12-31	$2,225,586	90,471	0.0%	Shares	Sole	2025-07-09
2023-09-30	$2,080,833	90,471	0.0%	Shares	Sole	2025-07-09
2023-06-30	$2,440,002	90,471	0.0%	Shares	Sole	2025-07-09
2023-03-31	$3,144,771	90,471	0.0%	Shares	Sole	2025-07-09
2022-12-31	$3,353,759	90,471	-2.1%	Shares	Sole	2025-07-09
2022-09-30	$2,986,160	92,365	-0.4%	Shares	Sole	2025-07-09
2022-06-30	$3,579,301	92,704	+25.9%	Shares	Sole	2025-07-09
2022-03-31	$2,666,299	73,614	+26.5%	Shares	Sole	2025-07-09
2021-12-31	$2,671,502	58,190	+38.3%	Shares	Sole	2025-07-09
2021-09-30	$1,793,534	42,082	0.0%	Shares	Sole	2025-07-09
2021-06-30	$1,948,817	42,082	-4.5%	Shares	Sole	2025-07-09
2021-03-31	$1,806,490	44,050	-13.7%	Shares	Sole	2025-07-09
2020-12-31	$1,784,708	51,050	0.0%	Shares	Sole	2025-07-08
2020-09-30	$1,683,629	51,050	-7.3%	Shares	Sole	2025-07-08
2020-06-30	$1,750,590	55,050	0.0%	Shares	Sole	2025-07-08
2020-03-31	$1,468,183	55,050	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.