Skip to content
berrytrail

Search

Search managers or tickers

UGI

UGI Corporation · XNYS

Now
2 holders · 0 updated for Q3 · 2 on earlier filings (Q3 due Nov 14)
Holders
2 now · 0 on Q3 2026
Median weight
0.50%
Sector
Utilities
Type
equity · US

Moves

No moves yet in Q3 · 0 of its 2 holders have filed · due Nov 14

Streakslongest holders · 45 quarters on record

  1. First Eagle Kimball Brooker, portfolio manager 0.0%44 quarters
  2. Miller Bill Miller IV, CIO 1.0%10 quarters

The record for UGI begins Q3 2015: 45 quarters.

Over timeNow 2 holders · 44 complete quarters, Q3 2015 to Q2 2026

Managers holding2 Q2 2026

Largest weight1.0% Q2 2026

Holders2 now · 0 on Q3 2026

MillerQ2 2026Q3 due Nov 14Bill Miller IV, CIO0.99%121,000$4Mheld—10 q
First EagleQ2 2026Q3 due Nov 14Kimball Brooker, portfolio manager0.00%22,842$788,962added+95%0.00 pp44 q