Curi Capital, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1332905 CHICAGO, IL

Position in UGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$231,176

New position

Shares Held

6,693

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#402

of 618 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

Curi Capital, LLC holds $10,945,929 across 3 Utilities - Regulated Gas names. UGI ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPK	Chesapeake Utilities Corp	84,099	$10,300,444
2	ATO	Atmos Energy Corp	2,405	$414,309
3	UGI	Ugi Corp /Pa/ This page	6,693	$231,176

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,176	6,693	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.