EVERGREEN CAPITAL MANAGEMENT LLC

Position in UGI — Ugi Corp /Pa/

CIK 1260824 Bellevue, WA

Position in UGI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$246,546

-$24,309 QoQ

Shares Held

7,138

-4.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#390

of 618 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $2,912,730 across 5 Utilities - Regulated Gas names. UGI ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPC	Brookfield Infrastructure Corp	50,498	$1,944,173
2	BKH	Black Hills Corp /Sd/	4,045	$300,948
3	UGI	Ugi Corp /Pa/ This page	7,138	$246,546
4	CPK	Chesapeake Utilities Corp	1,730	$211,890
5	MDU	Mdu Resources Group Inc	9,862	$209,173

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,546	7,138	-4.0%	Shares	Other	2026-07-23
2026-03-31	$270,855	7,437	+9.4%	Shares	Other	2026-05-14
2025-12-31	$254,449	6,798	-8.0%	Shares	Other	2026-01-27
2025-09-30	$245,791	7,390	—	Shares	Other	2025-10-28
No filing history on record for this holder in this stock.