This Utilities Stock Is Up 23% Over the Past Year and One Fund Is Betting $49 Million on Sustained Growth

3 hours ago 2

Jonathan Ponciano, The Motley Fool

Sat, February 14, 2026 astatine 4:09 PM CST 4 min read

Bragg Financial Advisors disclosed a bargain of 207,861 shares of UGI (NYSE:UGI) successful its February 13, 2026, SEC filing, an estimated $7.36 cardinal commercialized based connected quarterly mean pricing.

According to a SEC filing dated February 13, 2026, Bragg Financial Advisors, Inc accrued its involvement successful UGI (NYSE:UGI) by 207,861 shares past quarter. The estimated transaction value, based connected the mean unadjusted adjacent terms implicit the quarter, was $7.36 million. The fund’s quarter-end vulnerability to UGI roseate to 1,316,362 shares, with the position’s worth up $12.40 cardinal from the anterior filing.

Top holdings aft the filing:
- NASDAQ: AAPL: $81.81 cardinal (2.66% of AUM)
- NASDAQ: MSFT: $80.23 cardinal (2.61% of AUM)
- NASDAQ: GOOGL: $73.00 cardinal (2.38% of AUM)
- NYSEMKT: VBR: $62.54 cardinal (2.04% of AUM)
- NYSE: RLI: $49.95 cardinal (1.63% of AUM)
As of February 12, 2026, shares of UGI were priced astatine $38.26, up astir 23% implicit the past twelvemonth and outperforming the S&P 500 by 10.64 percent points.

Metric

Value

Revenue (TTM)	$7.34 billion
Net Income (TTM)	$600.00 million
Dividend Yield	3.86%
Price (as of marketplace adjacent 2/12/26)	$38.26

UGI Corporation distributes propane, liquefied petroleum gases (LPG), earthy gas, liquid fuels, and electricity; provides storage, logistics, and related services.
The institution operates done AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities segments, generating gross chiefly from vigor organisation and infrastructure services.
It serves residential, commercial, industrial, agricultural, and wholesale customers successful the United States and internationally, with a important lawsuit basal successful Pennsylvania.

UGI Corporation is simply a diversified vigor distributor with a wide portfolio spanning propane, earthy gas, and electricity. The institution leverages an integrated infrastructure web to present vigor products and services to customers crossed aggregate markets. Its standard and multi-segment attack supply resilience and entree to stable, regulated gross streams.

A diversified inferior adding vulnerability to a portfolio dense with mega headdress tech changes the hazard illustration successful subtle but important ways. UGI opened fiscal 2026 with $2.08 cardinal successful quarterly gross and 5% maturation successful full reportable conception EBIT to $441 million. Adjusted diluted EPS came successful astatine $1.26. The Utilities conception delivered 12% operating income growth, helped by basal complaint increases successful Pennsylvania and 16% maturation successful halfway marketplace volumes during colder weather. Meanwhile, UGI International expanded operating income 20% contempt little LPG volumes, supported by disciplined borderline management.

Management is besides reshaping the portfolio. Agreements to divest LPG businesses successful respective European countries are expected to make astir $215 cardinal successful cash, portion Moody’s upgraded AmeriGas’ outlook to positive. Rate lawsuit filings requesting $99 cardinal and $27 cardinal successful organisation increases underscore a absorption connected regulated net growth.

At conscionable implicit 1% of assets, this presumption sits good beneath Apple, Microsoft, and Alphabet, but it adds income stableness and infrastructure exposure. And with shares up astir 23% implicit the past year, on with a astir 4% dividend, it makes consciousness wherefore a money would take to treble down connected the holding.

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