CWM, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1535847 OMAHA, NE

Position in UGI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$718,384

-$9,367 QoQ

Shares Held

19,725

+1.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1.8301647655259823.ToString("F0")% Shared 0.ToString("F0")% None 98.16983523447402.ToString("F0")%

Utilities · as of Mar 31, 2026

CWM, LLC holds $44,602,195 across 16 Utilities - Regulated Gas names. UGI ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	642,746	$29,990,528
2	ATO	Atmos Energy Corp	19,502	$3,602,409
3	BKH	Black Hills Corp /Sd/	49,386	$3,427,882
4	SR	Spire Inc	18,208	$1,648,552
5	SWX	Southwest Gas Holdings, Inc.	15,578	$1,353,728
6	OGS	ONE Gas, Inc.	13,411	$1,155,089
7	NJR	New Jersey Resources Corp	19,636	$1,078,409
8	UGI	Ugi Corp /Pa/ This page	19,725	$718,384

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$718,384	19,725	+1.5%	Shares	Sole	2026-05-14
2025-12-31	$727,751	19,443	+7.6%	Shares	Sole	2026-01-26
2025-09-30	$601,074	18,072	+25.9%	Shares	Sole	2025-10-15
2025-06-30	$522,809	14,355	+0.9%	Shares	Sole	2025-07-25
2025-03-31	$470,718	14,234	+2.0%	Shares	Sole	2025-05-01
2024-12-31	$394,034	13,958	+125.3%	Shares	Sole	2025-02-04
2024-09-30	$155,023	6,196	-18.6%	Shares	Sole	2024-10-08
2024-06-30	$174,383	7,615	+2.5%	Shares	Sole	2024-07-10
2024-03-31	$182,283	7,428	-3.1%	Shares	Sole	2024-04-05
2023-12-31	$188,485	7,662	-34.8%	Shares	Sole	2024-02-01
2023-09-30	$270,135	11,745	+30.3%	Shares	Sole	2023-10-11
2023-06-30	$243,107	9,014	-90.5%	Shares	Sole	2023-08-03
2023-03-31	$3,287,218	94,569	+2.3%	Shares	Sole	2023-05-01
2022-12-31	$3,428,307	92,482	-0.9%	Shares	Sole	2023-02-01
2022-09-30	$3,018,555	93,367	+2.7%	Shares	Sole	2022-10-27
2022-06-30	$3,509,996	90,909	+2.5%	Shares	Sole	2022-07-28
2022-03-31	$3,213,800	88,730	+0.5%	Shares	Sole	2022-04-21
2021-12-31	$4,052,200	88,264	+2.1%	Shares	Sole	2022-01-31
2021-06-30	$4,001,878	86,415	0.0%	Shares	Sole	2021-09-15
2021-03-31	$3,543,879	86,415	0.0%	Shares	Sole	2021-09-15
2020-12-31	$3,021,068	86,415	0.0%	Shares	Sole	2021-09-15
2020-09-30	$2,849,966	86,415	0.0%	Shares	Sole	2021-09-15
2020-06-30	$2,747,997	86,415	0.0%	Shares	Sole	2021-09-15
2020-03-31	$2,304,688	86,415	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.