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 IDU (iShares US Utilities ETF) at 0.37 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

Run this search live in the Screener →

STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
SR	Spire	Gas Utilities	0.39	0.50	0.52	0.55
OGS	One Gas	Gas Utilities	0.38	0.46	0.47	0.58
NJR	New Jersey Resources	Gas Utilities	0.38	0.47	0.52	0.67
ATO	Atmos Energy	Gas Utilities	0.37	0.42	0.47	0.54
NFG	National Fuel Gas	Gas Utilities	0.36	0.42	0.46	0.52
CPK	Chesapeake Utilities Corp.	Gas Utilities	0.36	0.41	0.45	0.54
NWN	NW Natural	Gas Utilities	0.28	0.40	0.44	0.51
SWX	Southwest Gas Corp	Gas Utilities	0.28	0.37	0.40	0.52

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
IDU	iShares US Utilities ETF	Utilities Sector	SECTOR	0.37	0.45	0.51	0.58
FUTY	Fidelity MSCI Utilities ETF	Utilities Sector	SECTOR	0.36	0.45	0.51	0.58
XLU	Utilities Select Sector SPDR	Utilities Sector	SECTOR	0.35	0.43	0.49	0.56
VPU	Vanguard Utilities ETF	Utilities Sector	SECTOR	0.35	0.44	0.51	0.58
IWM	iShares Russell 2000	Small-Cap	BROAD	0.13	0.34	0.43	0.52
VTI	Vanguard Total Stock Market	Total US Market	BROAD	0.03	0.22	0.37	0.47
TAN	Invesco Solar ETF	Solar Energy	SUB-IND	0.02	0.19	0.23	0.27
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.02	0.20	0.36	0.46
IVV	iShares Core S&P 500	S&P 500	BROAD	0.02	0.20	0.36	0.46
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.01	0.20	0.36	0.46
ICLN	iShares Global Clean Energy	Clean Energy	INDUSTRY	0.00	0.21	0.26	0.34
QCLN	First Trust NASDAQ Clean Edge	Clean Energy	INDUSTRY	-0.04	0.20	0.26	0.32

NEXT STEPS

Harvesting a loss in UGI?

Estimate what the harvest could save →Check the eight wash-sale traps →Document the trade with a Tax Memo →

Replacement research for UGI's peers

SR OGS NJR ATO NFG CPK NWN SWX

Browse all tickers →

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.