UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1463217 IRVING, TX

Position in UGI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$315,557

-$17,795 QoQ

Shares Held

9,136

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#358

of 618 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,831,639 across 6 Utilities - Regulated Gas names. UGI ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp	19,856	$1,112,730
2	ATO	Atmos Energy Corp	5,479	$943,867
3	NI	Nisource Inc.	14,117	$671,263
4	BKH	Black Hills Corp /Sd/	6,946	$516,782
5	UGI	Ugi Corp /Pa/ This page	9,136	$315,557
6	OGS	ONE Gas, Inc.	3,522	$271,440

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,557	9,136	-0.2%	Shares	Defined	2026-08-17
2026-03-31	$333,352	9,153	-8.0%	Shares	Defined	2026-05-15
2025-12-31	$372,578	9,954	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.