Sigma Planning Corp

Position in UGI — Ugi Corp /Pa/

CIK 1449126 ANN ARBOR, MI

Position in UGI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$216,911

-$21,567 QoQ

Shares Held

6,280

-4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#420

of 618 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sigma Planning Corp holds $2,593,971 across 5 Utilities - Regulated Gas names. UGI ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRI	Centuri Holdings, Inc.	30,000	$907,200
2	ATO	Atmos Energy Corp	3,818	$657,726
3	NI	Nisource Inc.	12,625	$600,318
4	UGI	Ugi Corp /Pa/ This page	6,280	$216,911
5	BKH	Black Hills Corp /Sd/	2,847	$211,816

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,911	6,280	-4.1%	Shares	Sole	2026-08-07
2026-03-31	$238,478	6,548	+12.2%	Shares	Sole	2026-05-04
2025-12-31	$218,366	5,834	-15.5%	Shares	Sole	2026-01-30
2025-09-30	$229,527	6,901	-11.1%	Shares	Sole	2025-11-10
2025-06-30	$282,837	7,766	-2.0%	Shares	Sole	2025-08-05
2025-03-31	$262,145	7,927	-18.9%	Shares	Sole	2025-05-02
2024-12-31	$275,948	9,775	-4.0%	Shares	Sole	2025-02-03
2024-09-30	$254,728	10,181	-15.2%	Shares	Sole	2024-11-04
2024-06-30	$275,074	12,012	+6.1%	Shares	Sole	2024-08-06
2024-03-31	$277,743	11,318	+50.8%	Shares	Sole	2024-05-02
2023-03-31	$260,943	7,507	-56.1%	Shares	Sole	2023-05-08
2022-03-31	$619,506	17,104	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.