§ UTILITIES
USD · UtilitiesUGI
UGI CORP
USDSector · UtilitiesBeta · 1.09
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
359 increased/new, 171 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 11.6 | P/B | 1.49 |
| EPS (TTM) | 3.11 | Dividend | 4.09% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 25.7M | 0.0% | +1% |
| Fidelity Management | 14.1M | 0.0% | +5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.9M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | n/a | n/a |
| NEUBERGER BERMAN GROUP LLC | 8.4M | 0.2% | +15% |
| State Street | 6.7M | 0.0% | −26% |
◇ AC INTELLIGENCE
Top institutional owners for UGI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER4.1% · 0 holders
OTHER39.3% · 462 holders
QUALITY / COMPOUNDER17.7% · 26 holders
PASSIVE / INDEX17.7% · 11 holders
DEALER / BANK12.4% · 42 holders
INCOME / DEFENSIVE2.9% · 32 holders
DEEP VALUE2.5% · 3 holders
SYSTEMATIC / QUANT2.3% · 11 holders
TACTICAL / MACRO0.8% · 6 holders
ACTIVIST0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UGI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention UGI yet.