Cerity Partners LLC

Position in UGI — Ugi Corp /Pa/

CIK 1566475 NEW YORK, NY

Position in UGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,865,619

+$2,801,711 QoQ

Shares Held

227,725

+63.8% QoQ

Ownership

0.106%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#97

of 618 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 10% Shared 14% None 76%

Utilities · as of Jun 30, 2026

Cerity Partners LLC holds $59,291,215 across 14 Utilities - Regulated Gas names. UGI ranks #4 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGS	ONE Gas, Inc.	165,659	$12,767,338
2	ATO	Atmos Energy Corp	70,295	$12,109,718
3	BKH	Black Hills Corp /Sd/	112,794	$8,391,873
4	UGI	Ugi Corp /Pa/ This page	227,725	$7,865,619
5	NJR	New Jersey Resources Corp	92,558	$5,186,949
6	SWX	Southwest Gas Holdings, Inc.	35,334	$3,133,418
7	NI	Nisource Inc.	62,180	$2,956,657
8	SR	Spire Inc	32,946	$2,572,752

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,865,619	227,725	+63.8%	Shares	Defined	2026-08-14
2026-03-31	$5,063,908	139,042	-6.8%	Shares	Defined	2026-05-15
2025-12-31	$5,581,934	149,130	+9.5%	Shares	Defined	2026-02-11
2025-09-30	$4,531,009	136,230	-2.2%	Shares	Sole	2025-10-22
2025-06-30	$5,071,594	139,253	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$4,634,859	140,153	+128.0%	Shares	Other	2025-04-30
2024-12-31	$1,735,326	61,471	+14.8%	Shares	Sole	2025-02-13
2024-09-30	$1,339,520	53,538	+320.5%	Shares	Defined	2024-11-12
2024-03-31	$312,443	12,732	-73.9%	Shares	Defined	2024-05-14
2023-12-31	$1,201,218	48,830	-10.7%	Shares	Sole	2024-01-26
2023-09-30	$1,257,801	54,687	-1.8%	Shares	Sole	2023-11-14
2023-06-30	$1,501,258	55,664	+1577.6%	Shares	Sole	2023-08-14
2023-03-31	$115,333	3,318	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.