PEAK6
UGI icon

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
2025
Q2 		– Sell
-200
Closed -$6.61K – 3522
2025
Q1 		$6.61K Sell
200
-28,300
-99% -$897K ﹤0.01% 2802
2024
Q4 		$805K Buy
+28,500
New +$740K ﹤0.01% 1923

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
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
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.