AMERIPRISE FINANCIAL INC

Position in UGI — Ugi Corp /Pa/

CIK 820027 MINNEAPOLIS, MN

Back to UGI Full portfolio

Position in UGI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$60,254,230

-$8,644,068 QoQ

Shares Held

1,654,427

-10.1% QoQ

Ownership

0.772%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 93.3506887883237.ToString("F0")% None 6.649311211676308.ToString("F0")%

Common Shares in UGI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Mar 31, 2026

AMERIPRISE FINANCIAL INC holds $223,817,112 across 14 Utilities - Regulated Gas names. UGI ranks #2 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	1,539,088	$71,813,844
2	UGI	Ugi Corp /Pa/ This page	1,654,427	$60,254,230
3	ATO	Atmos Energy Corp	65,071	$12,019,912
4	SR	Spire Inc	103,272	$9,350,246
5	BKH	Black Hills Corp /Sd/	133,983	$9,299,759
6	RGCO	Rgc Resources Inc	410,287	$9,046,827
7	SWX	Southwest Gas Holdings, Inc.	99,227	$8,622,825
8	NWN	Northwest Natural Holding Co	160,223	$8,527,067

All Filings in UGI

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$60,254,230	1,654,427	-10.1%	Shares	Defined	2026-05-15
2025-12-31	$68,898,298	1,840,724	-19.5%	Shares	Defined	2026-02-17
2025-09-30	$76,055,608	2,286,699	-7.5%	Shares	Defined	2025-11-14
2025-06-30	$90,034,900	2,472,128	-6.5%	Shares	Defined	2025-08-14
2025-03-31	$87,460,757	2,644,716	+11.8%	Shares	Defined	2025-05-14
2024-12-31	$66,795,002	2,366,100	+50.6%	Shares	Defined	2025-02-14
2024-09-30	$39,306,594	1,571,007	-0.4%	Shares	Defined	2024-11-14
2024-06-30	$36,110,047	1,576,858	+38.6%	Shares	Defined	2024-08-14
2024-03-31	$27,915,378	1,137,546	+4.4%	Shares	Defined	2024-05-15
2023-12-31	$26,807,209	1,089,724	+10.4%	Shares	Defined	2024-02-14
2023-09-30	$22,705,899	987,213	+191.4%	Shares	Defined	2023-11-14
2023-06-30	$9,136,112	338,751	-7.8%	Shares	Defined	2023-08-14
2023-03-31	$12,765,677	367,252	-3.9%	Shares	Defined	2023-05-22
2022-12-31	$14,165,447	382,127	-3.6%	Shares	Defined	2023-02-14
2022-09-30	$12,813,994	396,350	-6.0%	Shares	Defined	2022-11-14
2022-06-30	$16,280,097	421,655	-10.4%	Shares	Defined	2022-08-15
2022-03-31	$17,045,746	470,617	+2.0%	Shares	Defined	2022-05-16
2021-12-31	$21,176,215	461,255	+10.0%	Shares	Defined	2022-02-14
2021-09-30	$17,878,322	419,482	-8.7%	Shares	Defined	2021-11-15
2021-06-30	$21,271,293	459,324	+3.9%	Shares	Defined	2021-08-16
2021-03-31	$18,123,220	441,922	-2.9%	Shares	Defined	2021-05-17
2020-12-31	$15,907,531	455,021	-5.1%	Shares	Defined	2021-02-12
2020-09-30	$15,807,774	479,314	-3.4%	Shares	Defined	2020-11-16
2020-06-30	$15,778,110	496,167	+4.5%	Shares	Defined	2020-08-14
2020-03-31	$12,661,020	474,729	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.