MERCER GLOBAL ADVISORS INC /ADV

Position in UGI — Ugi Corp /Pa/

CIK 853758 DENVER, CO

Position in UGI

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

Position Value

$2,250,537

+$718,078 QoQ

Shares Held

61,794

+50.9% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Utilities · as of Mar 31, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $35,959,091 across 12 Utilities - Regulated Gas names. UGI ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPK	Chesapeake Utilities Corp	157,336	$19,882,550
2	ATO	Atmos Energy Corp	21,608	$3,991,429
3	UGI	Ugi Corp /Pa/ This page	61,794	$2,250,537
4	BKH	Black Hills Corp /Sd/	27,761	$1,926,891
5	NI	Nisource Inc.	40,115	$1,871,765
6	SWX	Southwest Gas Holdings, Inc.	19,296	$1,676,822
7	OGS	ONE Gas, Inc.	16,023	$1,380,060
8	NJR	New Jersey Resources Corp	17,057	$936,770

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,250,537	61,794	+50.9%	Shares	Sole	2026-05-15
2025-12-31	$1,532,459	40,942	+23.2%	Shares	Sole	2026-02-18
2025-09-30	$1,105,396	33,235	-5.6%	Shares	Sole	2025-11-14
2025-06-30	$1,282,166	35,205	+7.0%	Shares	Sole	2025-08-14
2025-03-31	$1,088,532	32,916	+41.8%	Shares	Sole	2025-05-15
2024-12-31	$655,444	23,218	+36.5%	Shares	Sole	2025-02-14
2024-09-30	$425,540	17,008	-11.2%	Shares	Sole	2024-11-14
2024-06-30	$438,695	19,157	+15.5%	Shares	Sole	2024-08-12
2024-03-31	$406,971	16,584	-1.0%	Shares	Sole	2024-05-15
2023-12-31	$411,902	16,744	+15.8%	Shares	Sole	2024-02-15
2023-09-30	$332,488	14,456	-28.0%	Shares	Sole	2023-11-15
2023-06-30	$541,800	20,089	-3.3%	Shares	Sole	2023-08-14
2023-03-31	$722,104	20,774	-23.4%	Shares	Sole	2023-05-16
2022-12-31	$1,005,227	27,117	+7.0%	Shares	Sole	2023-02-09
2022-09-30	$819,242	25,340	-0.7%	Shares	Sole	2022-11-15
2022-06-30	$985,674	25,529	+28.0%	Shares	Sole	2022-08-10
2022-03-31	$722,589	19,950	+30.9%	Shares	Sole	2022-05-10
2021-12-31	$699,622	15,239	+37.1%	Shares	Sole	2022-02-04
2021-09-30	$473,849	11,118	+37.2%	Shares	Sole	2021-11-10
2021-06-30	$375,388	8,106	+31.0%	Shares	Sole	2021-08-10
2021-03-31	$253,728	6,187	-6.8%	Shares	Sole	2021-08-10
2020-12-31	$232,029	6,637	-32.4%	Shares	Sole	2021-02-12
2020-09-30	$323,830	9,819	-17.8%	Shares	Sole	2020-12-10
2020-06-30	$379,723	11,941	-47.9%	Shares	Sole	2020-08-10
2020-03-31	$611,543	22,930	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.