Waverly Advisors, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1568787 BIRMINGHAM, AL

Position in UGI

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

Position Value

$612,808

+$68,220 QoQ

Shares Held

17,742

+18.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#278

of 618 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $9,955,389 across 5 Utilities - Regulated Gas names. UGI ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	58,886	$4,381,118
2	NI	Nisource Inc.	69,115	$3,286,417
3	ATO	Atmos Energy Corp	6,749	$1,162,650
4	UGI	Ugi Corp /Pa/ This page	17,742	$612,808
5	BIPC	Brookfield Infrastructure Corp	13,309	$512,396

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$612,808	17,742	+18.7%	Shares	Sole	2026-08-14
2026-03-31	$544,588	14,953	+8.3%	Shares	Sole	2026-05-15
2025-12-31	$516,758	13,806	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.