Crestwood Advisors Group, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1426853 BOSTON, MA

Position in UGI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$252,383

New position

Shares Held

7,307

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#385

of 618 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $1,092,405 across 4 Utilities - Regulated Gas names. UGI ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDU	Mdu Resources Group Inc	16,816	$356,667
2	NI	Nisource Inc.	5,517	$262,333
3	UGI	Ugi Corp /Pa/ This page	7,307	$252,383
4	ATO	Atmos Energy Corp	1,283	$221,022

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,383	7,307	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.