This Utilities Stock Is Up 23% Over the Past Year and One Fund Is Betting $49 Million on Sustained Growth
The Motley Fool
by newsfeedback@fool.com (Jonathan Ponciano)February 14, 2026
AI-Generated Deep Dive Summary
Bragg Financial Advisors has significantly increased its stake in UGI (NYSE: UGI), a diversified energy distributor, by acquiring 207,861 shares in its most recent filing. This move reflects the firm’s confidence in UGI’s growth potential, with the trade valued at an estimated $7.36 million based on quarterly average pricing. The fund’s total exposure to UGI rose by $12.40 million, bringing its stake to 1,316,362 shares. This investment underscores the growing interest in UGI as a resilient player in the utilities sector.
UGI Corporation operates an integrated energy infrastructure network that delivers propane, natural gas, and electricity to over one million customers across multiple markets. The company’s diversified portfolio and scale provide stability, as it accesses regulated revenue streams through its multi-segment approach. This strategic diversification allows UGI to navigate market fluctuations effectively while maintaining steady growth.
The investment by Bragg Financial Advisors highlights the appeal of utility stocks in a low-interest-rate environment, where investors seek stable returns and predictable income streams. UGI’s strong financial performance, evidenced by its 23% year-over-year stock increase, aligns with broader trends in the utilities sector, which is increasingly seen as a haven for long-term growth.
For readers interested in finance, this development underscores the potential of investing in utility companies that offer both stability and growth. UGI’s ability to leverage its infrastructure network and adapt to market demands positions it as a compelling choice for investors seeking reliable returns. The $49 million bet by Bragg Financial Advisors signals confidence in UGI’s ability to sustain its upward trajectory, making it a notable case study in the current investment landscape.
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Originally published on The Motley Fool on 2/14/2026