UGI Corporation
US ˙ NYSE ˙ US9026811052

SecurityUGI / UGI Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership10,670 shares
Latest Disclosed Value $ 388,601
IFP Advisors, Inc reports 14.73% decrease in ownership of UGI / UGI Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 10,670 shares of UGI Corporation (US:UGI) valued at $388,601 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,513 shares of UGI Corporation. This represents a change in shares of -14.73% during the quarter. The current value of the position is $368,222 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F UGI CORP cs 902681105 10,670 -1,843 -14.73 389 -17.09 0.0081
2026-02-06 2025-12-31 13F UGI CORP cs 902681105 12,513 380 3.13 468 16.13 0.0105
2026-02-06 2025-09-30 13F/A-1 UGI CORP cs 902681105 12,133 7,027 137.62 404 40.42 0.0105
2025-12-02 2025-09-30 13F UGI CORP cs 902681105 10,700 5,594 451 0.0116
2025-07-24 2025-06-30 13F UGI CORP cs 902681105 5,106 4,734 1,272.58 288 2,291.67 0.0082
2025-05-05 2025-03-31 13F UGI CORP cs 902681105 372 -1,591 -81.05 12 -78.18 0.0004
2025-02-04 2024-12-31 13F UGI CORP cs 902681105 1,963 -2,698 -57.88 55 -52.59 0.0018
2025-02-04 2024-09-30 13F UGI CORP cs 902681105 4,661 -11,512 -71.18 117 -68.65 0.0042
2024-07-30 2024-06-30 13F UGI CORP cs 902681105 16,173 13,921 618.16 370 572.73 0.0147
2024-07-30 2024-03-31 13F UGI CORP cs 902681105 2,252 -240 -9.63 55 -9.84 0.0024
2024-01-09 2023-12-31 13F UGI CORP cs 902681105 2,492 -171 -6.42 61 0.00 0.0029
2023-10-12 2023-09-30 13F UGI CORP cs 902681105 2,663 -613 -18.71 61 -30.68 0.0028
2023-08-14 2023-06-30 13F/A-1 UGI CORP cs 902681105 3,276 -103 -3.05 88 -43.59 0.0037
2023-08-04 2023-06-30 13F UGI CORP cs 902681105 3,276 -103 151 0.0070
2023-04-18 2023-03-31 13F UGI CORP cs 902681105 3,379 -1,309 -27.92 156 0.0068
2023-02-07 2022-12-31 13F UGI CORP cs 902681105 4,688 -2,238 -32.31 0 -100.00 0.0060
2022-11-08 2022-09-30 13F UGI CORP cs 902681105 6,926 948 15.86 346 21.40 0.0090
2022-09-06 2022-06-30 13F/A-1 UGI CORP cs 902681105 5,978 0 0.00 285 0.00 0.0091
2022-09-06 2022-03-31 13F/A-1 UGI CORP cs 902681105 5,978 3,988 200.40 285 206.45 0.0091
2022-08-08 2022-03-31 13F UGI CORP NEW COM Stock 902681105 2,666 676 125 0.0026
2022-01-12 2021-12-31 13F UGI CORP NEW COM Stock 902681105 1,990 -1,348 -40.38 93 -34.51 0.0018
2021-10-06 2021-09-30 13F UGI CORP NEW COM Stock 902681105 3,338 -62 -1.82 142 -10.69 0.0028
2021-07-13 2021-06-30 13F UGI CORP NEW COM Stock 902681105 3,400 1,589 87.74 159 112.00 0.0033
2021-04-30 2021-03-31 13F UGI CORP NEW COM Stock 902681105 1,811 -137 -7.03 75 8.70 0.0015
2021-01-25 2020-12-31 13F UGI CORP NEW COM Stock 902681105 1,948 314 19.22 69 25.45 0.0028
2020-10-29 2020-09-30 13F UGI CORP NEW COM Stock 902681105 1,634 -173 -9.57 55 -3.51 0.0033
2020-08-05 2020-06-30 13F UGI CORP NEW COM Stock 902681105 1,807 -1,222 -40.34 57 -25.97 0.0045
2020-05-12 2020-03-31 13F UGI CORP NEW COM Stock 902681105 3,029 82 2.78 77 -41.67 0.0078
2020-01-17 2019-12-31 13F UGI CORP NEW COM Stock 902681105 2,947 1,174 66.22 132 46.67 0.0099
2019-11-07 2019-09-30 13F UGI CORP NEW COM Stock 902681105 1,773 972 121.35 90 100.00 0.0060
2019-05-15 2019-03-31 13F UGI CORP Stock 902681105 801 -165 -17.08 45 -11.76 0.0061
2019-06-03 2018-12-31 13F/A-10 UGI CORP NEW COM Stock 902681105 966 -507 -34.42 51 -37.80 0.0031
2019-01-23 2018-12-31 13F UGI CORP NEW COM Stock 902681105 966 -507 51 0.0031
2019-06-03 2018-09-30 13F/A-9 UGI CORP NEW COM Stock 902681105 1,473 -4,179 -73.94 82 -72.11 0.0033
2018-10-25 2018-09-30 13F UGI CORP NEW COM Stock 902681105 1,473 -4,179 82 0.0033
2019-06-03 2018-06-30 13F/A-8 UGI CORP NEW COM Stock 902681105 5,652 -117 -2.03 294 8.49 0.0124
2018-08-07 2018-06-30 13F UGI CORP NEW COM Stock 902681105 5,652 -17 294
2019-06-03 2018-03-31 13F/A-7 UGI CORP NEW COM Stock 902681105 5,769 0 0.00 271 0.00 0.0123
2018-05-09 2018-03-31 13F UGI CORP NEW COM Stock 902681105 5,669 -100 252
2019-06-03 2017-12-31 13F/A-6 UGI CORP NEW COM Stock 902681105 5,769 67 1.18 271 1.50 0.0123
2018-01-24 2017-12-31 13F UGI CORP NEW COM Stock 902681105 5,769 67 271
2017-10-30 2017-09-30 13F UGI CORP NEW COM Stock 902681105 5,702 133 2.39 267 -1.11 0.0106
2019-06-03 2017-06-30 13F/A-5 UGI CORP NEW COM Stock 902681105 5,569 0 0.00 270 -1.82 0.0114
2017-07-31 2017-06-30 13F UGI CORP NEW COM Stock 902681105 5,569 0 270
2019-06-03 2017-03-31 13F/A-4 UGI CORP NEW COM Stock 902681105 5,569 523 10.36 275 18.03 0.0120
2017-04-26 2017-03-31 13F UGI CORP NEW COM Stock 902681105 5,569 523 275
2019-06-03 2016-12-31 13F/A-3 UGI CORP NEW COM Stock 902681105 5,046 3,633 257.11 233 264.06 0.0112
2017-02-14 2016-12-31 13F UGI CORP NEW COM Stock 902681105 5,046 3,633 233
2016-11-04 2016-09-30 13F UGI CORP NEW COM Stock 902681105 1,413 8 0.57 64 0.00 0.0033
2019-06-03 2016-06-30 13F/A-2 UGI CORP NEW COM Stock 902681105 1,405 604 75.41 64 42.22 0.0036
2016-08-22 2016-06-30 13F UGI CORP NEW COM Stock 902681105 1,405 604 64
2019-06-03 2016-03-31 13F/A-1 UGI CORP Stock 902681105 801 86 12.03 45 87.50 0.0061
2016-05-02 2016-03-31 13F UGI CORP NEW COM Stock 902681105 1,405 690 57
2016-02-11 2015-12-31 13F UGI CORP NEW COM Stock 902681105 715 715 24 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.