WELLINGTON MANAGEMENT GROUP LLP

Position in UGI — Ugi Corp /Pa/

CIK 902219 Boston, MA

Back to UGI Full portfolio

Position in UGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,587,701

+$4,675,096 QoQ

Shares Held

567,102

+38.5% QoQ

Ownership

0.264%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#59

of 611 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in UGI Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $2,105,057,967 across 11 Utilities - Regulated Gas names. UGI ranks #8 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	9,185,788	$1,582,435,695
2	NI	Nisource Inc.	4,079,703	$193,989,877
3	CPK	Chesapeake Utilities Corp	939,774	$115,103,517
4	SR	Spire Inc	667,616	$52,134,131
5	OGS	ONE Gas, Inc.	650,349	$50,122,395
6	CTRI	Centuri Holdings, Inc.	1,656,520	$50,093,162
7	SWX	Southwest Gas Holdings, Inc.	271,519	$24,078,303
8	UGI	Ugi Corp /Pa/ This page	567,102	$19,587,701

All Filings in UGI

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,587,701	567,102	+38.5%	Shares	Defined	2026-08-14
2026-03-31	$14,912,605	409,462	-3.9%	Shares	Defined	2026-05-15
2025-12-31	$15,956,145	426,293	+0.8%	Shares	Defined	2026-02-17
2025-09-30	$14,067,948	422,969	-3.7%	Shares	Defined	2025-11-14
2025-06-30	$15,990,126	439,048	-31.1%	Shares	Defined	2025-08-14
2025-03-31	$21,066,018	637,013	+11.0%	Shares	Defined	2025-05-13
2024-12-31	$16,206,701	574,095	-1.4%	Shares	Defined	2025-02-12
2024-09-30	$14,568,018	582,255	-0.3%	Shares	Defined	2024-11-14
2024-06-30	$13,379,209	584,245	+82.8%	Shares	Defined	2024-08-14
2024-03-31	$7,842,811	319,593	+6.4%	Shares	Defined	2024-05-15
2023-12-31	$7,388,117	300,330	-59.7%	Shares	Defined	2024-02-12
2023-03-31	$25,872,422	744,316	-53.7%	Shares	Defined	2023-05-12
2022-12-31	$59,593,173	1,607,585	-56.1%	Shares	Defined	2023-02-13
2022-09-30	$118,349,555	3,660,673	-41.3%	Shares	Defined	2022-11-14
2022-06-30	$240,861,031	6,238,307	-31.4%	Shares	Defined	2022-08-15
2022-03-31	$329,242,657	9,090,079	-18.4%	Shares	Defined	2022-05-16
2021-12-31	$511,541,291	11,142,263	-17.9%	Shares	Defined	2022-02-11
2021-09-30	$578,118,944	13,564,499	-9.9%	Shares	Defined	2021-11-15
2021-06-30	$697,235,576	15,055,832	+1.1%	Shares	Defined	2021-08-16
2021-03-31	$610,642,423	14,890,086	-4.9%	Shares	Defined	2021-05-17
2020-12-31	$547,476,708	15,660,089	+4.5%	Shares	Defined	2021-02-12
2020-09-30	$493,996,865	14,978,680	+10.1%	Shares	Defined	2020-11-16
2020-06-30	$432,546,396	13,602,088	-17.8%	Shares	Defined	2020-08-14
2020-03-31	$441,574,253	16,556,965	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.