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Compiled from SEC Form N-PX filings and UGI CORP.’s Form 8-K, filed 2024-01-31 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore UGI CORP. in the interactive database Compare manager voting policies
These tallies are UGI CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-01-31 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Mario Longhi, Chair | 154,550,759 | 4,976,045 | 452,661 | -- | 19,804,435 | Majority: yes |
| Elect Director: M. Shawn Bort | 146,741,691 | 12,788,226 | 449,548 | -- | 19,804,435 | Majority: yes |
| Elect Director: Theodore A. Dosch | 157,286,176 | 2,246,253 | 447,036 | -- | 19,804,435 | Majority: yes |
| Elect Director: Alan N. Harris | 157,318,093 | 2,221,605 | 439,767 | -- | 19,804,435 | Majority: yes |
| Elect Director: William J. Marrazzo | 150,847,694 | 8,773,296 | 358,475 | -- | 19,804,435 | Majority: yes |
| Elect Director: Cindy J. Miller | 152,341,824 | 7,184,117 | 453,524 | -- | 19,804,435 | Majority: yes |
| Elect Director: Kelly A. Romano | 156,759,291 | 2,778,875 | 441,299 | -- | 19,804,435 | Majority: yes |
| Elect Director: Santiago Seage | 157,751,695 | 1,764,627 | 463,143 | -- | 19,804,435 | Majority: yes |
| Proposal 2: The number of votes cast for and against, the number of abstentions and the number of broker non-votes for the advisory vote on the resolution to approve the Company's executive compensation is as follows: | 125,130,422 | 34,213,157 | 635,886 | -- | 19,804,435 | Majority: yes |
| Proposal 3: The number of votes cast for and against, the number of abstentions and the number of broker non-votes for the ratification of the appointment of Ernst & Young LLP is as follows: | 177,024,078 | 2,188,255 | 571,567 | -- | 0 | Majority: yes |
This meeting is also recorded here as 2024-01-27; both records come from the same filing, so the date should be checked against it.
Source: UGI CORP., Form 8-K, filed with the SEC on 2024-01-31 — read the filing on EDGAR.
Each item below shows how the 465 asset managers that disclosed a UGI CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of UGI CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
79% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Proposal 2: The number of votes cast for and against, the number of abstentions and the number of broker non-votes for the advisory vote on the resolution to approve the Company's executive compensation is as follows:”): 125,130,422 for, 34,213,157 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 60% for, 16% against (76% of the company cast a for/against vote).
The 350 asset managers below cast 92% of the shares they voted on this item FOR (122,776,705 for, 10,546,184 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,930,214 | 0 | 0 | 0 | For |
| BlackRock | 25,157,768 | 87,467 | 0 | 0 | For |
| State Street | 14,377,886 | 0 | 0 | 0 | For |
| First Eagle Investment Management, LLC | 5,971,354 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| Fidelity | 4,271,584 | 0 | 0 | 0 | For |
| SNYDER CAPITAL MANAGEMENT L P | 4,177,459 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 3,182,861 | 0 | 0 | 0 | For |
| Northern Trust | 2,023,689 | 130,434 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 2,027,172 | 0 | 0 | 0 | For |
| Invesco | 1,956,802 | 0 | 0 | 0 | For |
| Virtus | 1,759,405 | 10,715 | 0 | 0 | For |
| John Hancock | 1,424,308 | 245,080 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| Dimensional | 0 | 1,366,075 | 0 | 0 | Against |
| JPMorgan | 1,331,574 | 0 | 0 | 0 | For |
| Victory Capital | 1,129,785 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 0 | 1,119,436 | 0 | 0 | Against |
| Point72 | 1,085,603 | 0 | 0 | 0 | For |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 0 | 1,062,869 | 0 | 0 | Against |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 909,302 | 0 | 0 | 0 | For |
| Nuveen | 900,935 | 0 | 0 | 0 | For |
| Thrivent | 879,639 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 842,954 | 0 | 0 | Against |
| Brandywine Global Investment Management, LLC | 797,391 | 0 | 0 | 0 | For |
Showing the 25 largest of 350 asset managers. See all 350 in the interactive database.
Combines 10 wordings of this item as funds reported it.
79% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Proposal 2: The number of votes cast for and against, the number of abstentions and the number of broker non-votes for the advisory vote on the resolution to approve the Company's executive compensation is as follows:”): 125,130,422 for, 34,213,157 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 60% for, 16% against (76% of the company cast a for/against vote).
The 109 asset managers below cast 28% of the shares they voted on this item FOR (5,978,986 for, 15,728,351 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| First Sentier Investors (Australia) IM Ltd | 0 | 3,331,788 | 0 | 0 | Against |
| Charles Schwab | 2,997,539 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 77,000 | 2,147,972 | 0 | 0 | Against |
| SEI | 0 | 1,866,120 | 0 | 0 | Against |
| DEPRINCE RACE & ZOLLO INC | 0 | 1,812,416 | 0 | 0 | Against |
| Flat Footed LLC | 1,571,151 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 878,332 | 0 | 0 | Against |
| Prudential/PGIM | 0 | 814,547 | 0 | 0 | Against |
| AMERICAN BEACON FUNDS | 0 | 781,811 | 0 | 0 | Against |
| Federated Hermes | 611,390 | 0 | 0 | 0 | For |
| Gabelli | 511,600 | 0 | 0 | 0 | For |
| Man Group plc | 0 | 405,340 | 0 | 0 | Against |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 0 | 395,687 | 0 | 0 | Against |
| Fidelity | 0 | 305,500 | 0 | 0 | Against |
| HEARTLAND ADVISORS INC | 0 | 300,000 | 0 | 0 | Against |
| HEARTLAND GROUP INC | 0 | 300,000 | 0 | 0 | Against |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0 | 245,846 | 0 | 0 | Against |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | 213,697 | 0 | 0 | Against |
| ADVISORS' INNER CIRCLE FUND | 0 | 205,300 | 0 | 0 | Against |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 164,427 | 0 | 0 | Against |
| Equitable | 0 | 142,601 | 0 | 0 | Against |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 0 | 141,848 | 0 | 0 | Against |
| BANK OF AMERICA NA | 0 | 116,937 | 0 | 0 | Against |
| MACKENZIE FINANCIAL CORP | 0 | 106,417 | 0 | 0 | Against |
| WASHINGTON STATE INVESTMENT BOARD | 0 | 96,914 | 0 | 0 | Against |
Showing the 25 largest of 109 asset managers. See all 109 in the interactive database.
Combines 9 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Elect Director: Alan N. Harris”): 157,318,093 for, 2,221,605 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 75% for, 1% against (76% of the company cast a for/against vote).
The 99 asset managers below cast 100% of the shares they voted on this item FOR (80,253,637 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,660,373 | 0 | 0 | 0 | For |
| BlackRock | 16,065,898 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| State Street | 4,695,412 | 0 | 0 | 0 | For |
| Fidelity | 4,003,952 | 0 | 0 | 0 | For |
| Virtus | 1,770,120 | 0 | 0 | 0 | For |
| Charles Schwab | 1,488,897 | 0 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 940,058 | 0 | 0 | 0 | For |
| Invesco | 920,607 | 0 | 0 | 0 | For |
| Dimensional | 851,864 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 842,954 | 0 | 0 | 0 | For |
| SEI | 792,338 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 781,811 | 0 | 0 | 0 | For |
| WisdomTree | 763,104 | 0 | 0 | 0 | For |
| Russell Investments | 759,538 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 754,596 | 0 | 0 | 0 | For |
| Northern Trust | 739,121 | 0 | 0 | 0 | For |
| Jackson National | 732,315 | 0 | 0 | 0 | For |
| First Trust | 660,178 | 0 | 0 | 0 | For |
| TIAA | 631,133 | 0 | 0 | 0 | For |
| Investment Managers Series Trust III | 618,393 | 0 | 0 | 0 | For |
| Advisers Investment Trust | 549,500 | 0 | 0 | 0 | For |
| Equitable | 519,943 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
Combines 9 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Elect Director: M. Shawn Bort”): 146,741,691 for, 12,788,226 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 70% for, 6% against (76% of the company cast a for/against vote).
The 99 asset managers below cast 99.9% of the shares they voted on this item FOR (80,251,503 for, 2,134 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,660,373 | 0 | 0 | 0 | For |
| BlackRock | 16,065,898 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| State Street | 4,695,412 | 0 | 0 | 0 | For |
| Fidelity | 4,003,952 | 0 | 0 | 0 | For |
| Virtus | 1,770,120 | 0 | 0 | 0 | For |
| Charles Schwab | 1,488,897 | 0 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 940,058 | 0 | 0 | 0 | For |
| Invesco | 920,607 | 0 | 0 | 0 | For |
| Dimensional | 851,864 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 842,954 | 0 | 0 | 0 | For |
| SEI | 792,338 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 781,811 | 0 | 0 | 0 | For |
| WisdomTree | 763,104 | 0 | 0 | 0 | For |
| Russell Investments | 759,538 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 754,596 | 0 | 0 | 0 | For |
| Northern Trust | 739,121 | 0 | 0 | 0 | For |
| Jackson National | 732,315 | 0 | 0 | 0 | For |
| First Trust | 660,178 | 0 | 0 | 0 | For |
| TIAA | 631,133 | 0 | 0 | 0 | For |
| Investment Managers Series Trust III | 618,393 | 0 | 0 | 0 | For |
| Advisers Investment Trust | 549,500 | 0 | 0 | 0 | For |
| Equitable | 519,943 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
Combines 9 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Elect Director: Mario Longhi, Chair”): 154,550,759 for, 4,976,045 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 74% for, 2% against (76% of the company cast a for/against vote).
The 99 asset managers below cast 99.7% of the shares they voted on this item FOR (80,031,679 for, 221,958 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,660,373 | 0 | 0 | 0 | For |
| BlackRock | 16,065,898 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| State Street | 4,695,412 | 0 | 0 | 0 | For |
| Fidelity | 4,003,952 | 0 | 0 | 0 | For |
| Virtus | 1,770,120 | 0 | 0 | 0 | For |
| Charles Schwab | 1,488,897 | 0 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 940,058 | 0 | 0 | 0 | For |
| Invesco | 920,607 | 0 | 0 | 0 | For |
| Dimensional | 851,864 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 842,954 | 0 | 0 | 0 | For |
| SEI | 792,338 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 781,811 | 0 | 0 | 0 | For |
| WisdomTree | 763,104 | 0 | 0 | 0 | For |
| Russell Investments | 759,538 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 754,596 | 0 | 0 | 0 | For |
| Northern Trust | 739,121 | 0 | 0 | 0 | For |
| Jackson National | 732,315 | 0 | 0 | 0 | For |
| First Trust | 660,178 | 0 | 0 | 0 | For |
| TIAA | 631,133 | 0 | 0 | 0 | For |
| Investment Managers Series Trust III | 618,393 | 0 | 0 | 0 | For |
| Advisers Investment Trust | 549,500 | 0 | 0 | 0 | For |
| Equitable | 519,943 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
Combines 9 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Elect Director: Theodore A. Dosch”): 157,286,176 for, 2,246,253 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 75% for, 1% against (76% of the company cast a for/against vote).
The 99 asset managers below cast 100% of the shares they voted on this item FOR (80,253,637 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,660,373 | 0 | 0 | 0 | For |
| BlackRock | 16,065,898 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| State Street | 4,695,412 | 0 | 0 | 0 | For |
| Fidelity | 4,003,952 | 0 | 0 | 0 | For |
| Virtus | 1,770,120 | 0 | 0 | 0 | For |
| Charles Schwab | 1,488,897 | 0 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 940,058 | 0 | 0 | 0 | For |
| Invesco | 920,607 | 0 | 0 | 0 | For |
| Dimensional | 851,864 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 842,954 | 0 | 0 | 0 | For |
| SEI | 792,338 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 781,811 | 0 | 0 | 0 | For |
| WisdomTree | 763,104 | 0 | 0 | 0 | For |
| Russell Investments | 759,538 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 754,596 | 0 | 0 | 0 | For |
| Northern Trust | 739,121 | 0 | 0 | 0 | For |
| Jackson National | 732,315 | 0 | 0 | 0 | For |
| First Trust | 660,178 | 0 | 0 | 0 | For |
| TIAA | 631,133 | 0 | 0 | 0 | For |
| Investment Managers Series Trust III | 618,393 | 0 | 0 | 0 | For |
| Advisers Investment Trust | 549,500 | 0 | 0 | 0 | For |
| Equitable | 519,943 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
Combines 9 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Elect Director: William J. Marrazzo”): 150,847,694 for, 8,773,296 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 72% for, 4% against (76% of the company cast a for/against vote).
The 99 asset managers below cast 99.4% of the shares they voted on this item FOR (79,824,284 for, 429,353 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,660,373 | 0 | 0 | 0 | For |
| BlackRock | 16,065,898 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| State Street | 4,695,412 | 0 | 0 | 0 | For |
| Fidelity | 4,003,952 | 0 | 0 | 0 | For |
| Virtus | 1,770,120 | 0 | 0 | 0 | For |
| Charles Schwab | 1,488,897 | 0 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 940,058 | 0 | 0 | 0 | For |
| Invesco | 920,607 | 0 | 0 | 0 | For |
| Dimensional | 851,864 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 842,954 | 0 | 0 | 0 | For |
| SEI | 792,338 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 781,811 | 0 | 0 | 0 | For |
| WisdomTree | 763,104 | 0 | 0 | 0 | For |
| Russell Investments | 759,538 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 754,596 | 0 | 0 | 0 | For |
| Northern Trust | 739,121 | 0 | 0 | 0 | For |
| Jackson National | 405,455 | 326,860 | 0 | 0 | For |
| First Trust | 660,178 | 0 | 0 | 0 | For |
| TIAA | 631,133 | 0 | 0 | 0 | For |
| Investment Managers Series Trust III | 618,393 | 0 | 0 | 0 | For |
| Advisers Investment Trust | 549,500 | 0 | 0 | 0 | For |
| Equitable | 519,943 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
Combines 8 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Elect Director: Cindy J. Miller”): 152,341,824 for, 7,184,117 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 73% for, 3% against (76% of the company cast a for/against vote).
The 99 asset managers below cast 99.5% of the shares they voted on this item FOR (79,867,726 for, 381,473 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,660,373 | 0 | 0 | 0 | For |
| BlackRock | 16,065,898 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| State Street | 4,695,412 | 0 | 0 | 0 | For |
| Fidelity | 4,003,952 | 0 | 0 | 0 | For |
| Virtus | 1,770,120 | 0 | 0 | 0 | For |
| Charles Schwab | 1,488,897 | 0 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 940,058 | 0 | 0 | 0 | For |
| Invesco | 920,607 | 0 | 0 | 0 | For |
| Dimensional | 851,864 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 842,954 | 0 | 0 | 0 | For |
| SEI | 792,338 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 781,811 | 0 | 0 | 0 | For |
| WisdomTree | 763,104 | 0 | 0 | 0 | For |
| Russell Investments | 759,538 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 754,596 | 0 | 0 | 0 | For |
| Northern Trust | 739,121 | 0 | 0 | 0 | For |
| Jackson National | 405,455 | 326,860 | 0 | 0 | For |
| First Trust | 660,178 | 0 | 0 | 0 | For |
| TIAA | 631,133 | 0 | 0 | 0 | For |
| Investment Managers Series Trust III | 618,393 | 0 | 0 | 0 | For |
| Advisers Investment Trust | 549,500 | 0 | 0 | 0 | For |
| Equitable | 519,943 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
Combines 8 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Elect Director: Kelly A. Romano”): 156,759,291 for, 2,778,875 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 75% for, 1% against (76% of the company cast a for/against vote).
The 99 asset managers below cast 100% of the shares they voted on this item FOR (80,253,637 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,660,373 | 0 | 0 | 0 | For |
| BlackRock | 16,065,898 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| State Street | 4,695,412 | 0 | 0 | 0 | For |
| Fidelity | 4,003,952 | 0 | 0 | 0 | For |
| Virtus | 1,770,120 | 0 | 0 | 0 | For |
| Charles Schwab | 1,488,897 | 0 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 940,058 | 0 | 0 | 0 | For |
| Invesco | 920,607 | 0 | 0 | 0 | For |
| Dimensional | 851,864 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 842,954 | 0 | 0 | 0 | For |
| SEI | 792,338 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 781,811 | 0 | 0 | 0 | For |
| WisdomTree | 763,104 | 0 | 0 | 0 | For |
| Russell Investments | 759,538 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 754,596 | 0 | 0 | 0 | For |
| Northern Trust | 739,121 | 0 | 0 | 0 | For |
| Jackson National | 732,315 | 0 | 0 | 0 | For |
| First Trust | 660,178 | 0 | 0 | 0 | For |
| TIAA | 631,133 | 0 | 0 | 0 | For |
| Investment Managers Series Trust III | 618,393 | 0 | 0 | 0 | For |
| Advisers Investment Trust | 549,500 | 0 | 0 | 0 | For |
| Equitable | 519,943 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
Combines 8 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Elect Director: Santiago Seage”): 157,751,695 for, 1,764,627 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 75% for, 0.9% against (76% of the company cast a for/against vote).
The 99 asset managers below cast 100% of the shares they voted on this item FOR (80,249,199 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,660,373 | 0 | 0 | 0 | For |
| BlackRock | 16,065,898 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| State Street | 4,695,412 | 0 | 0 | 0 | For |
| Fidelity | 4,003,952 | 0 | 0 | 0 | For |
| Virtus | 1,770,120 | 0 | 0 | 0 | For |
| Charles Schwab | 1,488,897 | 0 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 940,058 | 0 | 0 | 0 | For |
| Invesco | 920,607 | 0 | 0 | 0 | For |
| Dimensional | 851,864 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 842,954 | 0 | 0 | 0 | For |
| SEI | 792,338 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 781,811 | 0 | 0 | 0 | For |
| WisdomTree | 763,104 | 0 | 0 | 0 | For |
| Russell Investments | 759,538 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 754,596 | 0 | 0 | 0 | For |
| Northern Trust | 739,121 | 0 | 0 | 0 | For |
| Jackson National | 732,315 | 0 | 0 | 0 | For |
| First Trust | 660,178 | 0 | 0 | 0 | For |
| TIAA | 631,133 | 0 | 0 | 0 | For |
| Investment Managers Series Trust III | 618,393 | 0 | 0 | 0 | For |
| Advisers Investment Trust | 549,500 | 0 | 0 | 0 | For |
| Equitable | 519,943 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.9% fund support · no official result
The 96 asset managers below cast 99.9% of the shares they voted on this item FOR (80,119,954 for, 771 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 26,660,373 | 0 | 0 | 0 | For |
| BlackRock | 16,065,898 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 4,952,703 | 0 | 0 | 0 | For |
| State Street | 4,695,412 | 0 | 0 | 0 | For |
| Fidelity | 4,003,952 | 0 | 0 | 0 | For |
| Virtus | 1,759,405 | 0 | 0 | 0 | For |
| Charles Schwab | 1,488,897 | 0 | 0 | 0 | For |
| ProShares | 1,454,463 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 940,058 | 0 | 0 | 0 | For |
| Invesco | 920,607 | 0 | 0 | 0 | For |
| Dimensional | 851,864 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 842,954 | 0 | 0 | 0 | For |
| SEI | 792,338 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 781,811 | 0 | 0 | 0 | For |
| WisdomTree | 763,104 | 0 | 0 | 0 | For |
| Russell Investments | 759,538 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 754,596 | 0 | 0 | 0 | For |
| Northern Trust | 739,121 | 0 | 0 | 0 | For |
| Jackson National | 732,315 | 0 | 0 | 0 | For |
| First Trust | 660,178 | 0 | 0 | 0 | For |
| TIAA | 631,133 | 0 | 0 | 0 | For |
| Investment Managers Series Trust III | 618,393 | 0 | 0 | 0 | For |
| Advisers Investment Trust | 549,500 | 0 | 0 | 0 | For |
| Equitable | 519,943 | 0 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
100% fund support · no official result
The 26 asset managers below cast 100% of the shares they voted on this item FOR (1,986,891 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| DIAMOND HILL FUNDS | 1,119,436 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 940,058 | 0 | Abstain |
| Bridge Builder Trust | 413,774 | 0 | 340,822 | 0 | For |
| Jackson National | 0 | 0 | 732,315 | 0 | Abstain |
| JPMorgan | 0 | 0 | 475,594 | 0 | Abstain |
| Equitable | 142,601 | 0 | 0 | 0 | For |
| Allianz | 0 | 0 | 126,763 | 0 | Abstain |
| Managed Portfolio Series | 119,905 | 0 | 0 | 0 | For |
| Gabelli | 0 | 0 | 103,600 | 0 | Abstain |
| Morningstar Funds Trust | 90,749 | 0 | 0 | 0 | For |
| ADVISORS SERIES TRUST | 0 | 0 | 53,972 | 0 | Abstain |
| HARBOR FUNDS | 0 | 0 | 47,700 | 0 | Abstain |
| MUTUAL FUND SERIES TRUST | 43,000 | 0 | 0 | 0 | For |
| World Funds Trust | 22,800 | 0 | 0 | 0 | For |
| Securian Funds Trust | 0 | 0 | 17,742 | 0 | Abstain |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 14,000 | 0 | 0 | 0 | For |
| HOWLAND CAPITAL MANAGEMENT LLC | 11,900 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 4,438 | 0 | Abstain |
| Tidal ETF Trust | 4,214 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 2,674 | 0 | 961 | 0 | For |
| GPS Funds I | 0 | 0 | 2,101 | 0 | Abstain |
| Ultimus Managers Trust | 0 | 0 | 1,366 | 0 | Abstain |
| SYNTAX ETF TRUST | 959 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 641 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 212 | 0 | 0 | 0 | For |
Showing the 25 largest of 26 asset managers. See all 26 in the interactive database.
100% fund support · no official result
The 16 asset managers below cast 100% of the shares they voted on this item FOR (621,494 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 0 | 0 | 1,488,897 | 0 | Abstain |
| SEI | 0 | 0 | 792,338 | 0 | Abstain |
| AMERICAN BEACON FUNDS | 0 | 0 | 781,811 | 0 | Abstain |
| Russell Investments | 0 | 0 | 759,538 | 0 | Abstain |
| Fidelity | 0 | 0 | 305,500 | 0 | Abstain |
| HEARTLAND GROUP INC | 300,000 | 0 | 0 | 0 | For |
| Prudential/PGIM | 249,962 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 0 | 0 | 205,300 | 0 | Abstain |
| Brighthouse | 0 | 0 | 46,741 | 0 | Abstain |
| OPTIMUM FUND TRUST | 0 | 0 | 45,200 | 0 | Abstain |
| TARGET PORTFOLIO TRUST | 42,700 | 0 | 0 | 0 | For |
| Federated Hermes | 28,832 | 0 | 0 | 0 | For |
| Mercer Funds | 0 | 0 | 26,514 | 0 | Abstain |
| VanEck ETF Trust | 0 | 0 | 4,097 | 0 | Abstain |
| Adviser Managed Trust | 0 | 0 | 1,255 | 0 | Abstain |
| NEW COVENANT FUNDS | 0 | 0 | 253 | 0 | Abstain |
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Lincoln Financial | 0 | 0 | 0 | 0 | Not Voted |
| Forethought Variable Insurance Trust | 0 | 0 | 0 | 0 | Not Voted |
| SA FUNDS INVESTMENT TRUST | 0 | 0 | 0 | 0 | Unknown |
| Investment Managers Series Trust II | 0 | 0 | 0 | 0 | Unknown |
99% Majority: yes · of votes cast
UGI CORP.’s own tally for this item (“Proposal 3: The number of votes cast for and against, the number of abstentions and the number of broker non-votes for the ratification of the appointment of Ernst & Young LLP is as follows:”): 177,024,078 for, 2,188,255 against, per its Form 8-K filed 2024-01-31 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 209,551,431 outstanding shares: 84% for, 1% against (86% of the company cast a for/against vote).
The 4 asset managers below cast 100% of the shares they voted on this item FOR (122,327 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 97,317 | 0 | 0 | 0 | For |
| Capitol Series Trust | 21,510 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 3,471 | 0 | 0 | 0 | For |
| Warren Street Wealth Advisors, LLC | 29 | 0 | 0 | 0 | For |
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (29 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 0 | 0 | 0 | 0 | N/A |
| Capitol Series Trust | 0 | 0 | 0 | 0 | Unknown |
| Warren Street Wealth Advisors, LLC | 29 | 0 | 0 | 0 | For |
Ranked by the number of UGI CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 209,551,431 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 12.85% |
| 2 | BlackRock | 12.05% |
| 3 | State Street | 6.86% |
| 4 | First Eagle Investment Management, LLC | 2.85% |
| 5 | FIRST EAGLE FUNDS | 2.36% |
| 6 | Fidelity | 2.04% |
| 7 | SNYDER CAPITAL MANAGEMENT L P | 1.99% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.52% |
| 9 | Northern Trust | 1.03% |
| 10 | MELLON INVESTMENTS Corp | 0.97% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 12.06% | 13F |
| Vanguard Group | 11.59% | 13F |
| FMR (Fidelity) | 6.07% | 13F |
| State Street | 4.87% | 13F |
| Geode Capital | 1.65% | 13F |
| Invesco | 1.42% | 13F |
| Morgan Stanley | 1.36% | 13F |
| Northern Trust | 1.35% | 13F |
| BNY Mellon | 1.34% | 13F |
| JPMorgan Chase | 0.85% | 13F |
Percentages above are of 209,551,431 shares outstanding, as reported by UGI CORP. on its Form 10-Q dated 2024-01-26 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from UGI CORP.’s 10-Q dated 2024-01-26. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At UGI CORP.'s shareholder meeting held 2024-01-26, in the 2023-2024 proxy season, 465 asset managers reported how they voted in their SEC Form N-PX filings, covering 4,869 separate fund positions. Their filings are grouped here into 16 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — ADVISORY VOTE TO RATIFY NAMED EXECUTIVE OFFICERS' COMPENSATION — FOR was 79% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: UGI CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-01-31.
UGI CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.