Forvis Mazars Wealth Advisors, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1352864 Springfield, MO

Position in UGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$294,833

-$82,405 QoQ

Shares Held

8,536

-17.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#367

of 618 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $3,758,381 across 5 Utilities - Regulated Gas names. UGI ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	14,580	$2,511,696
2	CPK	Chesapeake Utilities Corp	3,088	$378,218
3	NJR	New Jersey Resources Corp	6,013	$336,968
4	UGI	Ugi Corp /Pa/ This page	8,536	$294,833
5	BKH	Black Hills Corp /Sd/	3,181	$236,666

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,833	8,536	-17.6%	Shares	Sole	2026-08-10
2026-03-31	$377,238	10,358	+2.1%	Shares	Sole	2026-05-01
2025-12-31	$379,764	10,146	-0.5%	Shares	Sole	2026-02-10
2025-09-30	$339,218	10,199	-7.2%	Shares	Sole	2025-10-30
2025-06-30	$400,255	10,990	-13.6%	Shares	Sole	2025-07-29
2025-03-31	$420,683	12,721	-2.7%	Shares	Sole	2025-05-13
2024-12-31	$369,022	13,072	0.0%	Shares	Sole	2025-02-04
2024-09-30	$327,061	13,072	-3.9%	Shares	Sole	2024-11-14
2024-06-30	$311,348	13,596	+16.5%	Shares	Sole	2024-08-09
2024-03-31	$286,455	11,673	+17.6%	Shares	Sole	2024-04-19
2023-12-31	$244,081	9,922	+13.9%	Shares	Sole	2024-01-11
2023-09-30	$200,422	8,714	-32.9%	Shares	Sole	2023-10-26
2023-06-30	$350,286	12,988	+67.8%	Shares	Sole	2023-08-08
2023-03-31	$269,007	7,739	0.0%	Shares	Sole	2023-04-27
2022-12-31	$286,884	7,739	+0.7%	Shares	Sole	2023-02-03
2022-09-30	$248,391	7,683	+3.1%	Shares	Sole	2022-10-14
2022-06-30	$287,837	7,455	+9.0%	Shares	Sole	2022-07-22
2022-03-31	$247,672	6,838	+10.1%	Shares	Sole	2022-05-10
2021-12-31	$285,147	6,211	+2.4%	Shares	Sole	2022-01-14
2021-09-30	$258,532	6,066	+4.4%	Shares	Sole	2021-10-14
2021-06-30	$269,200	5,813	-9.2%	Shares	Sole	2021-07-14
2021-03-31	$262,464	6,400	-6.5%	Shares	Sole	2021-04-23
2020-12-31	$239,301	6,845	+6.2%	Shares	Sole	2021-01-22
2020-09-30	$212,655	6,448	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.