Position in UGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$349,827,065
New position
Shares Held
9,605,356
first reported quarter
Ownership
4.48%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $5,689,286,762 across 15 Utilities - Regulated Gas names. UGI ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
10,735,547 | $1,983,070,241 | |
| 2 | NI |
Nisource Inc.
|
31,142,795 | $1,453,122,814 | |
| 3 | UGI |
Ugi Corp /Pa/
This page
|
9,605,356 | $349,827,065 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
3,008,299 | $261,421,183 | |
| 5 | NJR |
New Jersey Resources Corp
|
4,502,278 | $247,265,107 | |
| 6 | OGS |
ONE Gas, Inc.
|
2,776,005 | $239,097,310 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
3,369,588 | $233,883,103 | |
| 8 | SR |
Spire Inc
|
2,547,230 | $230,626,204 |
All Filings in UGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,727,310 | 11,222,606 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $349,827,065 | 9,605,356 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||