Position in UGI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$48,540,503
New position
Shares Held
1,332,798
first reported quarter
Ownership
0.622%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026VANGUARD FIDUCIARY TRUST CO holds $643,761,116 across 15 Utilities - Regulated Gas names. UGI ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
930,642 | $171,908,190 | |
| 2 | NI |
Nisource Inc.
|
2,695,544 | $125,774,083 | |
| 3 | UGI |
Ugi Corp /Pa/
This page
|
1,332,798 | $48,540,503 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
1,103,212 | $43,598,938 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
420,651 | $36,554,571 | |
| 6 | NJR |
New Jersey Resources Corp
|
654,587 | $35,949,918 | |
| 7 | SR |
Spire Inc
|
380,713 | $34,469,755 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
490,014 | $34,011,871 |
All Filings in UGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,540,503 | 1,332,798 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||