Chicago Partners Investment Group LLC

Position in UGI — Ugi Corp /Pa/

CIK 1563525 CHICAGO, IL

Position in UGI

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

Position Value

$419,799

New position

Shares Held

12,154

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#318

of 618 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 16% Shared 0% None 84%

Utilities · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $5,874,534 across 5 Utilities - Regulated Gas names. UGI ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	14,611	$2,517,036
2	BIPC	Brookfield Infrastructure Corp	47,922	$1,844,997
3	NI	Nisource Inc.	15,447	$734,504
4	UGI	Ugi Corp /Pa/ This page	12,154	$419,799
5	SR	Spire Inc	4,587	$358,198

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,799	12,154	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.