Legal & General Group Plc

Position in UGI — Ugi Corp /Pa/

CIK 764068 London, X0

Back to UGI Full portfolio

Position in UGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,407,802

-$540,599 QoQ

Shares Held

359,230

+1.0% QoQ

Ownership

0.167%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#79

of 621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Common Shares in UGI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

Legal & General Group Plc holds $640,232,338 across 15 Utilities - Regulated Gas names. UGI ranks #11 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	1,605,373	$276,557,605
2	NI	Nisource Inc.	3,782,091	$179,838,425
3	BKH	Black Hills Corp /Sd/	321,911	$23,950,178
4	MDU	Mdu Resources Group Inc	1,102,193	$23,377,512
5	OGS	ONE Gas, Inc.	299,768	$23,103,119
6	SR	Spire Inc	280,987	$21,942,273
7	SWX	Southwest Gas Holdings, Inc.	200,354	$17,767,391
8	NJR	New Jersey Resources Corp	313,053	$17,543,488

All Filings in UGI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,407,802	359,230	+1.0%	Shares	Defined	2026-08-14
2026-03-31	$12,948,401	355,530	-16.5%	Shares	Defined	2026-05-08
2025-12-31	$15,940,163	425,866	-20.3%	Shares	Defined	2026-02-09
2025-09-30	$17,780,496	534,591	-6.5%	Shares	Defined	2025-11-13
2025-06-30	$20,822,915	571,744	+0.5%	Shares	Defined	2025-08-12
2025-03-31	$18,808,495	568,748	+2.3%	Shares	Defined	2025-05-15
2024-12-31	$15,697,601	556,061	+3.3%	Shares	Defined	2025-02-13
2024-09-30	$13,465,512	538,190	+6.4%	Shares	Defined	2025-02-28
2024-06-30	$11,583,230	505,818	-9.4%	Shares	Defined	2025-05-29
2024-03-31	$13,702,742	558,384	-5.3%	Shares	Defined	2025-05-29
2023-12-31	$14,503,618	589,578	-3.4%	Shares	Defined	2025-05-29
2023-09-30	$14,031,771	610,077	-42.2%	Shares	Defined	2023-11-14
2023-06-30	$28,448,549	1,054,822	-4.8%	Shares	Defined	2023-08-14
2023-03-31	$38,518,458	1,108,126	-8.3%	Shares	Defined	2023-05-15
2022-12-31	$44,786,194	1,208,152	-5.8%	Shares	Defined	2023-02-14
2022-09-30	$41,456,694	1,282,298	-1.6%	Shares	Defined	2022-11-14
2022-06-30	$50,332,188	1,303,605	+20.0%	Shares	Defined	2022-08-22
2022-03-31	$39,344,771	1,086,272	+7.2%	Shares	Defined	2022-05-16
2021-12-31	$46,514,910	1,013,176	-5.5%	Shares	Defined	2022-02-14
2021-09-30	$45,705,474	1,072,395	-2.4%	Shares	Defined	2021-11-15
2021-06-30	$50,867,273	1,098,408	-4.5%	Shares	Defined	2021-08-12
2021-03-31	$47,160,146	1,149,967	-2.9%	Shares	Defined	2021-05-17
2020-12-31	$41,420,991	1,184,811	+1.4%	Shares	Defined	2021-02-12
2020-09-30	$38,517,307	1,167,899	-2.1%	Shares	Defined	2020-11-13
2020-06-30	$37,947,574	1,193,320	+6.2%	Shares	Defined	2020-08-14
2020-03-31	$29,963,504	1,123,491	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.