Captrust Financial Advisors Increases Stake in UGI Corporation

Institutional investor adds over 287,000 shares of the utilities provider in Q3 2025

Mar. 18, 2026 at 8:24am

Got story updates? Submit your updates here. ›

Captrust Financial Advisors, an institutional investor, increased its stake in UGI Corporation (NYSE:UGI) by 11.2% in the third quarter of 2025, according to a recent SEC filing. Captrust now owns approximately 2.86 million shares of the utilities provider, representing around 1.33% of UGI's outstanding stock.

Why it matters

This increase in Captrust's UGI holdings signals the institutional investor's confidence in the utility company's long-term prospects. As a major shareholder, Captrust's actions can influence market sentiment and potentially impact UGI's stock price and trading volume.

The details

According to the filing, Captrust Financial Advisors acquired an additional 287,764 shares of UGI in the third quarter, bringing its total position to 2,863,933 shares. The institutional investor now owns approximately 1.33% of UGI's outstanding stock, up from 1.19% in the prior quarter.

  • Captrust Financial Advisors increased its stake in UGI Corporation in the 3rd quarter of 2025.

The players

Captrust Financial Advisors

An institutional investor that manages assets for individuals, businesses, and institutions.

UGI Corporation

A publicly traded energy distribution company headquartered in King of Prussia, Pennsylvania, providing propane, natural gas, and related services to residential, commercial, and industrial customers.

Got photos? Submit your photos here. ›

The takeaway

Captrust Financial Advisors' increased stake in UGI Corporation suggests the institutional investor sees long-term value in the utility company's operations and growth prospects. This move could signal positive sentiment among other institutional investors and potentially influence UGI's stock performance going forward.