STIFEL FINANCIAL CORP

Position in UGI — Ugi Corp /Pa/

CIK 720672 ST. LOUIS, MO

Position in UGI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,835,389

+$1,685,075 QoQ

Shares Held

105,310

+83.3% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Utilities · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $93,763,034 across 13 Utilities - Regulated Gas names. UGI ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	232,998	$43,039,388
2	NJR	New Jersey Resources Corp	188,962	$10,377,792
3	BIPC	Brookfield Infrastructure Corp	245,198	$9,690,224
4	BKH	Black Hills Corp /Sd/	116,769	$8,104,935
5	NI	Nisource Inc.	162,991	$7,605,158
6	UGI	Ugi Corp /Pa/ This page	105,310	$3,835,389
7	MDU	Mdu Resources Group Inc	180,312	$3,736,064
8	CPK	Chesapeake Utilities Corp	21,340	$2,696,735

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,835,389	105,310	+83.3%	Shares	Defined	2026-05-12
2025-12-31	$2,150,314	57,449	-4.0%	Shares	Defined	2026-02-13
2025-09-30	$1,991,375	59,873	+0.6%	Shares	Defined	2025-11-12
2025-06-30	$2,166,662	59,491	+5.3%	Shares	Defined	2025-08-14
2025-03-31	$1,868,189	56,492	+135.7%	Shares	Defined	2025-05-14
2024-12-31	$676,728	23,972	-12.7%	Shares	Defined	2025-02-13
2024-09-30	$687,073	27,461	-5.3%	Shares	Defined	2024-11-14
2024-06-30	$664,214	29,005	-5.4%	Shares	Defined	2024-08-13
2024-03-31	$752,592	30,668	-26.8%	Shares	Defined	2024-05-14
2023-12-31	$1,030,345	41,884	-80.0%	Shares	Defined	2024-02-12
2023-09-30	$4,825,492	209,804	+4.4%	Shares	Defined	2023-11-13
2023-06-30	$5,418,190	200,897	+9.0%	Shares	Defined	2023-08-14
2023-03-31	$6,405,258	184,271	+1.6%	Shares	Defined	2023-05-12
2022-12-31	$6,721,233	181,312	-3.6%	Shares	Defined	2023-02-13
2022-09-30	$6,082,144	188,127	+5.1%	Shares	Defined	2022-11-14
2022-06-30	$6,909,064	178,945	-10.0%	Shares	Defined	2022-08-15
2022-03-31	$7,201,802	198,835	+3.3%	Shares	Defined	2022-05-13
2021-12-31	$8,833,541	192,410	-20.0%	Shares	Defined	2022-02-14
2021-09-30	$10,246,230	240,409	-4.3%	Shares	Defined	2021-11-15
2021-06-30	$11,638,303	251,313	+2.1%	Shares	Defined	2021-08-13
2021-03-31	$10,094,651	246,151	+19.1%	Shares	Defined	2021-05-14
2020-12-31	$7,225,461	206,678	+36.2%	Shares	Defined	2021-02-12
2020-09-30	$5,003,856	151,724	+15.1%	Shares	Defined	2020-11-16
2020-06-30	$4,191,683	131,814	-38.0%	Shares	Defined	2020-08-14
2020-03-31	$5,666,013	212,449	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.