Prospera Financial Services Inc

Position in UGI — Ugi Corp /Pa/

CIK 1541625 Dallas, TX

Position in UGI

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

Position Value

$662,698

+$178,242 QoQ

Shares Held

18,196

+40.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

5 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Prospera Financial Services Inc holds $9,826,142 across 4 Utilities - Regulated Gas names. UGI ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RGCO	Rgc Resources Inc	192,959	$4,254,745
2	ATO	Atmos Energy Corp	18,116	$3,346,387
3	CPK	Chesapeake Utilities Corp	12,363	$1,562,312
4	UGI	Ugi Corp /Pa/ This page	18,196	$662,698

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.