UGI Corp (UGI)Deprince Race & Zollo Inc opened a new position $46.2M

1.34M

Shares reported

0.78%

Disclosed portfolio weight

$46.2M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 20, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 18, 2026InsiderOfficer sold ~$852K of UGI shares in the open market
2. Jun 30, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
3. Aug 4, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 4, 2026, the Compensation and Talent Development Committee (the “Committee”) of the Board of Directors of UGI Corporation (the “Company”) approved the UGI Corporation Executive Short-Term Incentive Bonus Plan (the “Bonus Plan”), effective October 1, 2026.”
4. Aug 5, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
5. Aug 11, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations

What came next

1. Sep 28, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for UGI Corp

For UGI Corp, OQRO holds 10 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its UGI page.

How this filing works

• SEC Form 13F

Other disclosures at UGI Corp

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 12, 2026
• SEC Form 13F-HRAug 10, 2026
• SEC Form 13F-HRAug 7, 2026

Everything OQRO holds on this company is on its UGI page.