Prospera Financial Services Inc

Position in UGI — Ugi Corp /Pa/

CIK 1541625 Dallas, TX

Position in UGI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$632,600

-$30,098 QoQ

Shares Held

18,315

+0.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#274

of 618 holders

Holding Since

Mar 2022

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Prospera Financial Services Inc holds $10,198,493 across 4 Utilities - Regulated Gas names. UGI ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RGCO	Rgc Resources Inc	189,851	$4,537,438
2	ATO	Atmos Energy Corp	17,117	$2,948,745
3	CPK	Chesapeake Utilities Corp	16,980	$2,079,710
4	UGI	Ugi Corp /Pa/ This page	18,315	$632,600

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,600	18,315	+0.7%	Shares	Sole	2026-07-15
2026-03-31	$662,698	18,196	+40.6%	Shares	Sole	2026-04-14
2025-12-31	$484,456	12,943	-3.3%	Shares	Sole	2026-02-09
2025-09-30	$445,218	13,386	+10.0%	Shares	Sole	2025-11-06
2025-06-30	$443,085	12,166	+40453.3%	Shares	Sole	2025-08-06
2022-03-31	$1,086	30	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.