PEAK6’s UGI UGI Stock Holding History

PEAK6’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-200,000	Closed	-$7.28M	–	3257
2026 Q1	$7.28M	Sell	200,000 -200,300	-50%	-$7.54M	0.02%	716
2025 Q4	$15M	Buy	+400,300	New	+$14.2M	0.03%	477
2025 Q2	–	Sell	-37,500	Closed	-$1.24M	–	3521
2025 Q1	$1.24M	Sell	37,500 -117,200	-76%	-$3.71M	﹤0.01%	1652
2024 Q4	$4.37M	Buy	+154,700	New	+$4.01M	0.01%	980

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PEAK6's UGI Position: Q2 2026 in Review

PEAK6 opened a new position in UGI (UGI) in Q2 2026: 44,820 shares worth $1.55M. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings.

624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

PEAK6 held 44,820 shares of UGI worth $1.55M as of Q2 2026.
UGI was a new PEAK6 position in Q2 2026.
UGI made up ﹤0.01% of PEAK6's portfolio in Q2 2026, its #1471 holding.
624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on PEAK6's 13F filing for Q2 2026, filed 13 Aug 2026.