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UGI · Ugi Corp /Pa/
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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UGI

UGI CORP /PA/
UTILITIES · GAS & OTHER SERVICES COMBINED · CIK 0000884614
FORM 144 · 1☆ WATCH
INSIDER NET · 180D
-$852.6K
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
352
13F, latest reported quarter
REVENUE GROWTH
+1.4%
XBRL, annual
NET MARGIN
9.5%
CONVERSIONS · 180D
2
codes C/M, not in net · $623.9K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$852.6K over 180 days
-$852.6K over 90 days
below 65% of Utilities
CONGRESS
no member of Congress has reported trading it
FUNDS
352 funds added or opened last quarter
more than 67% of Utilities
REVENUE
+1.4% year over year
below 75% of Utilities
MARGIN
9.5% net margin
below 63% of Utilities
BUYBACKS
$23.0M repurchased, FY to 2026-06-30
below 56% of Utilities
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
352 funds added or opened positions in the latest 13F quarter, of 626 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +15.5%
+15.5%12M
-6%+3%+12%+21%2025-092025-102025-122026-032026-052026-072026-09 2025-12-05 · O'Brien Sean sold $895.1K2026-06-18 · Shea-Ballay Kathleen sold $852.6K2025-11-25 · Hartz Joseph L. sold $580.2K2026-02-11 · Tematio Jean Felix sold $488.8K2025-11-26 · Bell Hans G. sold $439.7K2025-12-17 · Hartz Joseph L. sold $192.2K2025-12-05 · O'Brien Sean sold $185.8K2026-06-18 · KATHLEEN SHEA-BALLAY filed to sell $852.5K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $852.6K sold by insiders over 180 days, 352 funds added last quarter, $852.5K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, UGI CORP /PA/ insiders sold a net $852.6K of stock across 29 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Shea-Ballay Kathleen
GC and Chief Legal Officer
SELL
2026-06-18
25,360.0
$852.6K
Tematio Jean Felix
VP, CAO & Corporate Controller
SELL
2026-02-11
12,840.0
$488.8K
Hartz Joseph L.
President of Subsidiary
SELL
2025-12-17
5,000.0
$192.2K
O'Brien Sean
Chief Financial Officer
SELL
2025-12-05
4,936.0
$185.8K
O'Brien Sean
Chief Financial Officer
SELL
2025-12-05
23,773.0
$895.1K
29 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 24 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
26,463,921.0 sh
$914.1M
FMR LLC
13,986,188.0 sh
$483.1M
VANGUARD PORTFOLIO MANAGEMENT LLC
12,615,116.0 sh
$435.7M
VANGUARD CAPITAL MANAGEMENT LLC
9,647,183.0 sh
$333.2M
NEUBERGER BERMAN GROUP LLC
8,201,866.0 sh
$283.3M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
KATHLEEN SHEA-BALLAY
FILED 2026-06-18
$852.5K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
First Trust Utilities AlphaDEX Fund
$36.9M POSITION · AS OF 2026-04-30
4.1%
FPA Queens Road Small Cap Value Fund
$46.0M POSITION · AS OF 2026-02-28
3.9%
Burney U.S. Factor Rotation ETF
$14.8M POSITION · AS OF 2026-04-30
2.7%
Miller Income Fund
$4.4M POSITION · AS OF 2026-03-31
2.6%
Applied Finance Dividend Fund
$779.5K POSITION · AS OF 2026-04-30
2.6%
Keeley Gabelli Mid Cap Dividend Fund
$2.8M POSITION · AS OF 2026-03-31
2.4%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-092024-092023-092022-09
REVENUE$7.1B$7.0B$8.8B$10.0B
OPERATING INCOME$1.1B$770.0M$-1.4B$1.7B
NET INCOME$678.0M$269.0M$-1.5B$1.1B
EPS (DILUTED)3.091.25-7.164.97
OPERATING CASH FLOW$1.2B$1.2B$1.1B$716.0M
CASH$335.0M$213.0M$241.0M$405.0M
LONG-TERM DEBT$6.5B$6.4B$6.5B$6.5B
BUYBACKS$33.0M$0$22.0M$38.0M
DIVIDENDS PAID$322.0M$318.0M$308.0M$296.0M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →