UGI
UGI CORPORATIONMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q2 2018 | 33Q | $36 | $35 | -4% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $22 | $35 | +60% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $22 | $35 | +59% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $22 | $35 | +59% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $22 | $35 | +59% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $22 | $35 | +59% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $22 | $35 | +59% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q2 2025 | Q2 2026 | → $34 | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at UGI CORP /PA/. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 14, 2026 — the most recent Form 4 on file — not from today.
- Form 40001599304-26-000004Apr 14, 2026
- Form 40001873794-26-000006Feb 13, 2026
- Form 40002041813-26-000002Feb 3, 2026
- Form 40001382625-26-000002Feb 3, 2026
- Form 40001308357-26-000002Feb 3, 2026
- Form 40001453089-26-000002Feb 3, 2026
- Form 40001794080-26-000002Feb 3, 2026
- Form 40001994294-26-000002Feb 3, 2026
- Form 40001301572-26-000002Feb 3, 2026
- Form 40001722055-26-000002Feb 3, 2026
- Form 40002041193-26-000002Feb 3, 2026
- Form 40001873794-26-000004Jan 13, 2026
- Form 40002062722-26-000004Jan 13, 2026
- Form 40001698762-26-000004Jan 13, 2026
- Form 40001823532-26-000004Jan 13, 2026
Fundamentals
XBRL · UGI CORPORATIONAnnual figures sourced directly from UGI CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for UGI CORP /PA/ — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 28, 2026
- 8-KMaterial eventMay 26, 2026
- 8-KFORM 8-KMay 22, 2026
- 8-KMaterial eventMay 18, 2026
- 8-KFORM 8-KMay 13, 2026
- 8-KFORM 8-KMay 12, 2026
- 8-KMaterial eventMay 11, 2026
- 8-KMaterial eventMay 11, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- 10-QQuarterly reportFeb 5, 2026
- 8-KMaterial eventFeb 5, 2026
- 8-KMaterial eventFeb 4, 2026
- DEF 14AProxy statementDec 17, 2025
- 10-KAnnual reportNov 21, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $34 | $35 | +2% |
| Two Sigma Investments | Q1 2026 | open | $38 | $35 | -10% |
| Bridgewater Associates | Q1 2026 | open | $38 | $34 | -11% |
| D.E. Shaw | Q4 2025 | Q1 2026 | $34 | $38 | +12% |
| D.E. Shaw | Q2 2025 | Q3 2025 | $34 | $35 | +2% |
| Point72 Asset Management | Q2 2025 | Q2 2026 | $34 | $34 | +0% |
| Bridgewater Associates | Q2 2025 | Q4 2025 | $33 | $34 | +3% |
| Bridgewater Associates | Q3 2024 | Q1 2025 | $22 | $31 | +41% |
| Citadel Advisors | Q3 2024 | open | $22 | $35 | +59% |
| Two Sigma Investments | Q3 2024 | Q4 2025 | $22 | $34 | +57% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $22 | $31 | +41% |
| AQR Capital Management | Q3 2024 | open | $22 | $35 | +59% |
| Millennium Management | Q3 2024 | open | $22 | $35 | +59% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $22 | $22 | -0% |
| Renaissance Technologies | Q3 2024 | open | $22 | $35 | +60% |
| Bridgewater Associates | Q1 2022 | Q2 2023 | $30 | $25 | -20% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $39 | $40 | +3% |
| Bridgewater Associates | Q2 2018 | Q4 2018 | $36 | $43 | +18% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.