MORGAN STANLEY

Position in UGI — Ugi Corp /Pa/

CIK 895421 NEW YORK, NY

Back to UGI Full portfolio

Position in UGI

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

Position Value

$111,813,946

+$8,178,142 QoQ

Shares Held

3,070,125

+10.9% QoQ

Ownership

1.43%

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 58.15584056023777.ToString("F0")% Shared 0.ToString("F0")% None 41.84415943976222.ToString("F0")%

Common Shares in UGI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Mar 31, 2026

MORGAN STANLEY holds $1,578,448,036 across 16 Utilities - Regulated Gas names. UGI ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	3,001,186	$554,379,070
2	NI	Nisource Inc.	5,481,383	$255,761,320
3	UGI	Ugi Corp /Pa/ This page	3,070,125	$111,813,946
4	MDU	Mdu Resources Group Inc	4,221,525	$87,469,992
5	SR	Spire Inc	870,647	$78,828,374
6	OGS	ONE Gas, Inc.	883,599	$76,104,376
7	BIPC	Brookfield Infrastructure Corp	1,873,787	$74,052,057
8	NJR	New Jersey Resources Corp	1,304,891	$71,664,608

All Filings in UGI

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$111,813,946	3,070,125	+10.9%	Shares	Defined	2026-05-15
2025-12-31	$103,635,804	2,768,790	-3.2%	Shares	Defined	2026-05-27
2025-09-30	$95,135,201	2,860,349	-1.7%	Shares	Defined	2026-05-27
2025-06-30	$106,017,668	2,910,974	+4.2%	Shares	Defined	2025-08-15
2025-03-31	$92,383,420	2,793,572	-10.0%	Shares	Defined	2025-05-15
2024-12-31	$87,614,537	3,103,597	+10.3%	Shares	Defined	2025-05-15
2024-09-30	$70,398,594	2,813,693	+6.0%	Shares	Defined	2025-05-14
2024-06-30	$60,808,080	2,655,375	-7.0%	Shares	Defined	2025-05-14
2024-03-31	$70,058,897	2,854,886	+23.3%	Shares	Defined	2024-10-17
2023-12-31	$56,974,260	2,316,027	-15.5%	Shares	Defined	2024-08-16
2023-09-30	$63,051,717	2,741,379	+53.1%	Shares	Defined	2023-11-15
2023-06-30	$48,296,251	1,790,740	-5.4%	Shares	Defined	2023-08-14
2023-03-31	$65,814,682	1,893,403	+5.2%	Shares	Defined	2023-05-15
2022-12-31	$66,702,565	1,799,368	+12.8%	Shares	Defined	2023-02-14
2022-09-30	$51,572,165	1,595,180	+1.8%	Shares	Defined	2022-11-14
2022-06-30	$60,474,992	1,566,304	+150.7%	Shares	Defined	2022-10-27
2022-03-31	$22,628,659	624,756	-0.2%	Shares	Defined	2022-10-27
2021-12-31	$28,734,100	625,879	+33.3%	Shares	Defined	2022-02-14
2021-09-30	$20,003,777	469,352	-21.2%	Shares	Defined	2021-11-15
2021-06-30	$27,571,118	595,360	+89.5%	Shares	Defined	2021-08-23
2021-03-31	$12,885,091	314,194	-14.6%	Shares	Defined	2021-05-17
2020-12-31	$12,861,604	367,895	+29.9%	Shares	Defined	2021-02-16
2020-09-30	$9,340,691	283,223	+37.3%	Shares	Defined	2020-11-13
2020-06-30	$6,557,888	206,223	+3.7%	Shares	Defined	2020-08-14
2020-03-31	$5,305,326	198,925	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.