Tax-loss harvesting alternatives for UGI

Among the 8 Gas Utilities peers screened, SR (Spire) has tracked UGI most closely over the past year, with a return correlation of 0.39. The strongest fund stand-in is FUTY (Fidelity MSCI Utilities ETF) at 0.36 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
SR	Spire	Gas Utilities	0.39	0.53	0.51	0.55
OGS	One Gas	Gas Utilities	0.37	0.47	0.46	0.57
NJR	New Jersey Resources	Gas Utilities	0.37	0.49	0.51	0.67
NFG	National Fuel Gas	Gas Utilities	0.37	0.42	0.46	0.51
ATO	Atmos Energy	Gas Utilities	0.37	0.45	0.46	0.53
CPK	Chesapeake Utilities Corp.	Gas Utilities	0.34	0.42	0.44	0.53
SWX	Southwest Gas Corp	Gas Utilities	0.31	0.39	0.41	0.52
NWN	NW Natural	Gas Utilities	0.27	0.42	0.44	0.51

ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
FUTY	Fidelity MSCI Utilities ETF	Utilities Sector	SECTOR	0.36	0.46	0.51	0.58
IDU	iShares US Utilities ETF	Utilities Sector	SECTOR	0.35	0.46	0.50	0.58
XLU	Utilities Select Sector SPDR	Utilities Sector	SECTOR	0.34	0.44	0.48	0.55
VPU	Vanguard Utilities ETF	Utilities Sector	SECTOR	0.34	0.45	0.50	0.58
IWM	iShares Russell 2000	Small-Cap	BROAD	0.12	0.34	0.43	0.52
TAN	Invesco Solar ETF	Solar Energy	SUB-IND	0.05	0.18	0.23	0.27
VTI	Vanguard Total Stock Market	Total US Market	BROAD	0.02	0.22	0.37	0.47
ICLN	iShares Global Clean Energy	Clean Energy	INDUSTRY	0.02	0.20	0.26	0.34
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.01	0.20	0.35	0.45
IVV	iShares Core S&P 500	S&P 500	BROAD	0.01	0.20	0.35	0.46
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.01	0.19	0.35	0.46
QCLN	First Trust NASDAQ Clean Edge	Clean Energy	INDUSTRY	-0.02	0.19	0.26	0.31

NEXT STEPS

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Replacement research for UGI's peers

SR OGS NJR NFG ATO CPK SWX NWN

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.