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Natixis Investment Managers: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Natixis Investment Managers on UGI, newest first. How the timeline and the estimate are built.

Natixis Investment Managers held 106,202 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,202 shares
    Change vs previous 13F +1,704 shares

    <0.01% of the 13F portfolio, value $3,667,144.

    13F-HR 0001018331-26-000006 filed by NATIXIS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NATIXIS ADVISORS, LLC: 85,005 shares
    • NATIXIS: 21,197 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 104,498 shares
    Change vs previous 13F +11,462 shares

    <0.01% of the 13F portfolio, value $3,805,121.

    13F-HR 0001018331-26-000004 filed by NATIXIS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NATIXIS ADVISORS, LLC: 83,325 shares
    • NATIXIS: 21,173 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 93,036 shares
    Change vs previous 13F +5,296 shares

    <0.01% of the 13F portfolio, value $3,482,421.

    13F-HR 0001018331-26-000002 filed by NATIXIS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NATIXIS ADVISORS, LLC: 72,079 shares
    • NATIXIS: 20,957 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 87,740 shares
    Change vs previous 13F -1,639 shares

    <0.01% of the 13F portfolio, value $2,918,347.

    13F-HR 0001018331-25-000009 filed by NATIXIS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NATIXIS ADVISORS, LLC: 63,376 shares
    • NATIXIS: 24,364 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 89,379 shares
    Change vs previous 13F +4,567 shares

    <0.01% of the 13F portfolio, value $3,254,817.

    13F-HR 0001018331-25-000006 filed by NATIXIS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NATIXIS ADVISORS, LLC: 64,892 shares
    • NATIXIS: 24,487 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 84,812 shares
    Change vs previous 13F +34,602 shares

    <0.01% of the 13F portfolio, value $2,803,004.

    13F-HR 0001018331-25-000004 filed by NATIXIS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NATIXIS ADVISORS, LLC: 61,024 shares
    • NATIXIS: 23,788 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,210 shares
    Change vs previous 13F +9,857 shares

    <0.01% of the 13F portfolio, value $1,417,727.

    13F-HR 0001018331-25-000002 filed by NATIXIS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NATIXIS ADVISORS, LLC: 49,830 shares
    • NATIXIS: 380 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,009,801.

    13F-HR 0001018331-24-000009 filed by NATIXIS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NATIXIS ADVISORS, LLC: 40,281 shares
    • NATIXIS: 72 shares

    Acceptance time not in the bulk data set (spec §4.2).