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Equibles

MERCER GLOBAL ADVISORS INC /ADV

Position in UGI — Ugi Corp /Pa/

CIK 853758 DENVER, CO
Back to UGI Full portfolio

Position in UGI

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$4,243,549
+$1,993,012 QoQ
Shares Held
122,859
+98.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#129
of 623 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 12% Shared 0% None 88%

Common Shares in UGI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $48,910,916 across 12 Utilities - Regulated Gas names. UGI ranks #3 (8.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CPK
Chesapeake Utilities Corp
 177,783 $21,774,861
2 ATO
Atmos Energy Corp
 42,775 $7,368,849
3 UGI
Ugi Corp /Pa/
This page 		122,859 $4,243,549
4 NI
Nisource Inc.
 84,212 $4,004,280
5 BKH
Black Hills Corp /Sd/
 44,931 $3,342,866
6 SWX
Southwest Gas Holdings, Inc.
 24,278 $2,152,973
7 OGS
ONE Gas, Inc.
 24,216 $1,866,327
8 NJR
New Jersey Resources Corp
 29,338 $1,644,101

All Filings in UGI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,243,549 122,859
2026-03-31 $2,250,537 61,794
2025-12-31 $1,532,459 40,942
2025-09-30 $1,105,396 33,235
2025-06-30 $1,282,166 35,205
2025-03-31 $1,088,532 32,916
2024-12-31 $655,444 23,218
2024-09-30 $425,540 17,008
2024-06-30 $438,695 19,157
2024-03-31 $406,971 16,584
2023-12-31 $411,902 16,744
2023-09-30 $332,488 14,456
2023-06-30 $541,800 20,089
2023-03-31 $722,104 20,774
2022-12-31 $1,005,227 27,117
2022-09-30 $819,242 25,340
2022-06-30 $985,674 25,529
2022-03-31 $722,589 19,950
2021-12-31 $699,622 15,239
2021-09-30 $473,849 11,118
2021-06-30 $375,388 8,106
2021-03-31 $253,728 6,187
2020-12-31 $232,029 6,637
2020-09-30 $323,830 9,819
2020-06-30 $379,723 11,941
2020-03-31 $611,543 22,930