| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $14.1M | 0.02% | 408.98K | +13% | Q2 2026 |
| Bridgewater Associates · Ray Dalio | $7.1M | 0.03% | 206.39K | +142% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a UGI trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Jun 17, 2026 | Shea-Ballay KathleenGeneral Counsel | Sale at price 33.62 per share. | 25.4K | $852.49K |
| Jun 17, 2026 | Shea-Ballay KathleenGeneral Counsel | Conversion of Exercise of derivative security at price 24.60 per share. | 25.4K | $623.86K |
| Apr 9, 2026 | O Brien Sean PChief Financial Officer | — | 5.7K | — |
| Feb 10, 2026 | Tematio Jean FelixOfficer | Sale at price 38.07 per share. | 12.8K | $488.85K |
| Feb 10, 2026 | Tematio Jean FelixOfficer | Conversion of Exercise of derivative security at price 24.60 per share. | 12.8K | $315.86K |
| Jan 29, 2026 | Longhi MarioDirector | Stock Award(Grant) at price 0.00 per share. | 7.5K | — |
| Jan 29, 2026 | Romano Kelly ADirector | Stock Award(Grant) at price 0.00 per share. | 4.4K | — |
| Jan 29, 2026 | Faraca Tina VeronicaDirector | Stock Award(Grant) at price 0.00 per share. | 4.4K | — |
| Jan 29, 2026 | Seage SantiagoDirector | Stock Award(Grant) at price 0.00 per share. | 4.4K | — |
| Jan 29, 2026 | Bingenheimer DavidDirector | Stock Award(Grant) at price 0.00 per share. | 4.4K | — |
| Jan 29, 2026 | Ruiz Melanie KirkwoodDirector | Stock Award(Grant) at price 0.00 per share. | 4.4K | — |
| Jan 29, 2026 | Bort Mary ShawnDirector | Stock Award(Grant) at price 0.00 per share. | 4.4K | — |
| Jan 29, 2026 | Dosch Theodore ADirector | Stock Award(Grant) at price 0.00 per share. | 4.4K | — |
| Jan 29, 2026 | Harris Alan NDirector | Stock Award(Grant) at price 0.00 per share. | 4.4K | — |
| Jan 8, 2026 | Hartz Joseph LOfficer | — | 4.4K | — |
| Jan 8, 2026 | Bell Hans GOfficer | — | 3.3K | — |
| Jan 8, 2026 | Tematio Jean FelixOfficer | — | 2.9K | — |
| Jan 8, 2026 | Fazio JulieOfficer | — | 1.4K | — |
| Dec 16, 2025 | Hartz Joseph LOfficer | Sale at price 38.45 per share. | 5K | $192.24K |
| Dec 16, 2025 | Hartz Joseph LOfficer | Conversion of Exercise of derivative security at price 33.76 per share. | 5K | $168.80K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.2 | -6.7 | -2.6 | -0.9 | -3.2 | -1.1 | 4.6 | 6.5 | -7.2 | 5.5 | +0.6% | ||
| 2025 | 8.9 | 11.2 | -3.2 | -0.8 | 10.0 | 1.0 | -0.7 | -4.3 | -4.0 | 0.5 | 18.3 | -5.4 | +32.6% |
| 2024 | -10.0 | 10.6 | 0.2 | 4.2 | -0.4 | -10.1 | 8.2 | 0.5 | 0.4 | -4.4 | 27.0 | -7.0 | +14.8% |
| 2023 | 7.4 | -6.5 | -6.6 | -2.5 | -17.4 | -3.6 | 0.1 | -6.7 | -8.7 | -9.6 | 5.7 | 11.9 | −33.6% |
| 2022 | -1.2 | -15.2 | -5.8 | -5.3 | 24.6 | -9.7 | 11.8 | -8.5 | -18.2 | 9.3 | 9.4 | -4.1 | −19.3% |
| 2021 | 2.9 | 6.4 | 7.0 | 6.6 | 5.4 | 0.6 | -0.7 | 0.7 | -8.0 | 1.9 | -5.0 | 11.3 | +31.3% |
| 2020 | -7.9 | -13.3 | -26.0 | 13.2 | 5.5 | -0.1 | 4.8 | 3.6 | -4.5 | -1.9 | 9.7 | -1.5 | −22.6% |
| 2019 | 6.9 | -3.7 | 0.9 | -1.6 | -5.3 | 3.5 | -4.3 | -4.7 | 3.3 | -5.2 | -8.6 | 3.7 | −15.4% |
| 2018 | -2.5 | -5.9 | 3.1 | 8.9 | 4.3 | 3.2 | 2.1 | 1.7 | 2.6 | -4.4 | 8.3 | -7.1 | +13.6% |
| 2017 | 0.6 | 4.0 | 2.4 | 1.5 | 2.0 | -5.4 | 4.3 | -2.1 | -5.2 | 2.1 | 2.4 | -4.2 | +1.9% |
| 2016 | 0.7 | 8.7 | 9.0 | -0.1 | 6.7 | 5.4 | 0.0 | 0.5 | -0.5 | 2.3 | -3.2 | 2.9 | +36.5% |
| 2015 | -2.6 | -8.1 | -4.1 | 6.8 | 7.4 | -7.9 | 6.1 | -6.7 | 2.2 | 5.3 | -5.5 | -2.6 | −11.1% |
| 2014 | 4.7 | 3.0 | 2.1 | 2.4 | 4.2 | 3.8 | -3.9 | 9.1 | -3.5 | 10.6 | 0.1 | 0.7 | +37.4% |
| 2013 | 7.7 | 1.6 | 7.2 | 6.7 | -6.8 | 2.4 | 7.4 | -6.6 | -0.2 | 5.7 | -2.7 | 3.0 | +26.8% |
| 2012 | -8.5 | 5.0 | -3.5 | 7.1 | -1.7 | 2.6 | 4.1 | -0.6 | 4.2 | 1.7 | 2.9 | -1.5 | +11.3% |
| 2011 | -0.7 | 1.7 | 3.2 | 1.2 | -1.6 | -2.7 | -5.0 | -1.8 | -11.7 | 9.1 | 4.5 | -1.9 | −6.9% |
| 2010 | 1.3 | 2.2 | 5.9 | 3.6 | -4.9 | -2.7 | 6.0 | 2.4 | 3.7 | 5.2 | -1.4 | 6.4 | +30.5% |
| 2009 | 3.9 | -5.4 | -1.6 | -2.8 | 5.1 | 5.7 | 3.7 | -3.5 | -1.8 | -4.7 | -1.7 | 3.0 | −0.9% |
| 2008 | -2.3 | -3.8 | -2.7 | 4.3 | 3.8 | 6.4 | -5.7 | 1.6 | -6.3 | -7.4 | -2.1 | 4.5 | −10.4% |
| 2007 | 0.5 | -4.7 | 2.3 | 6.2 | 1.6 | -5.3 | -5.4 | -1.0 | 1.7 | 2.5 | -0.7 | 3.1 | −0.1% |
UGI Corporation, together with its subsidiaries, engages in the distribution, storage, transportation, and marketing of energy products and related services in the United States and internationally. The company operates through four segments: Utilities, Midstream & Marketing, UGI International, and AmeriGas Propane. It distributes approximately 801 million gallons of propane to residential, commercial/industrial, motor fuel, agricultural, and wholesale customers. The company distributes liquefied petroleum gases (LPG) to residential, commercial, industrial, agricultural, wholesale and automobile fuel customers; and provides logistics, storage, and other services to third-party LPG distributors. In addition, it engages in the retail sale of natural gas, liquid fuels, and electricity to approximately 10,800 residential, commercial, and industrial customers. Further, the company distributes natural gas to approximately 694,000 customers in eastern and central Pennsylvania counties through its distribution system of approximately 12,700 miles of gas mains; and supplies electricity to approximately 62,900 customers in northeastern Pennsylvania through 2,700 miles of lines and 14 substations. Additionally, it operates electric generation facilities; natural gas liquefaction, storage, and vaporization facility; propane storage and propane-air mixing stations; and rail transshipment terminals. It manages natural gas pipeline and storage contracts; develops, owns, and operates pipelines, gathering infrastructure, and gas storage facilities. UGI Corporation was incorporated in 1882 and is headquartered in King of Prussia, Pennsylvania.
Buy / hold / sell counts