Position in UGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,346,763
-$661,258 QoQ
Shares Held
119,351
-10.8% QoQ
Ownership
0.056%
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 100%
Shared 0%
None 0%
Common Shares in UGI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $57,948,568 across 13 Utilities - Regulated Gas names. UGI ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
92,071 | $17,007,355 | |
| 2 | NI |
Nisource Inc.
|
326,461 | $15,232,670 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
63,830 | $5,546,827 | |
| 4 | UGI |
Ugi Corp /Pa/
This page
|
119,351 | $4,346,763 | |
| 5 | OGS |
ONE Gas, Inc.
|
34,800 | $2,997,324 | |
| 6 | NJR |
New Jersey Resources Corp
|
53,512 | $2,938,879 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
40,726 | $2,826,791 | |
| 8 | SR |
Spire Inc
|
26,853 | $2,431,270 |
All Filings in UGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,346,763 | 119,351 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,008,021 | 133,797 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,333,773 | 160,366 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,987,193 | 164,393 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,622,160 | 139,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,983,761 | 141,118 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,850,077 | 153,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,893,984 | 170,043 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,258,234 | 214,272 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,727,342 | 354,770 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,753,565 | 250,155 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,963,208 | 184,027 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,818,382 | 196,156 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,121,776 | 165,141 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,682,384 | 206,693 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,036,863 | 234,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,906,377 | 411,551 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,087,897 | 481,113 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,642,563 | 507,803 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,080,227 | 519,979 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $20,578,079 | 501,782 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $14,919,949 | 426,772 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $15,282,997 | 463,402 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,740,635 | 463,542 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $12,579,492 | 471,672 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||