Heritage Wealth Advisors

Position in UGI — Ugi Corp /Pa/

CIK 1591122 RICHMOND, VA

Position in UGI

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

Position Value

$24,868

-$1,354 QoQ

Shares Held

720

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#509

of 618 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Heritage Wealth Advisors holds $227,886 across 4 Utilities - Regulated Gas names. UGI ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	2,126	$101,091
2	BIPC	Brookfield Infrastructure Corp	1,483	$57,095
3	NJR	New Jersey Resources Corp	800	$44,832
4	UGI	Ugi Corp /Pa/ This page	720	$24,868

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,868	720	0.0%	Shares	Sole	2026-08-14
2026-03-31	$26,222	720	0.0%	Shares	Sole	2026-05-14
2025-12-31	$26,949	720	0.0%	Shares	Sole	2026-02-13
2025-09-30	$23,947	720	0.0%	Shares	Sole	2025-11-13
2025-06-30	$26,222	720	0.0%	Shares	Sole	2025-08-11
2025-03-31	$23,810	720	0.0%	Shares	Sole	2025-05-08
2024-12-31	$20,325	720	0.0%	Shares	Sole	2025-02-12
2024-09-30	$18,014	720	0.0%	Shares	Sole	2024-11-12
2024-06-30	$16,488	720	0.0%	Shares	Sole	2024-12-12
2024-03-31	$17,668	720	0.0%	Shares	Sole	2024-12-12
2023-12-31	$17,712	720	0.0%	Shares	Sole	2024-12-12
2023-09-30	$16,560	720	0.0%	Shares	Sole	2024-12-12
2023-06-30	$19,418	720	0.0%	Shares	Sole	2024-12-12
2023-03-31	$25,027	720	0.0%	Shares	Sole	2023-05-04
2022-12-31	$26,690	720	0.0%	Shares	Sole	2024-12-12
2022-09-30	$23,277	720	0.0%	Shares	Sole	2024-12-12
2022-06-30	$27,799	720	0.0%	Shares	Sole	2022-08-04
2022-03-31	$26,078	720	0.0%	Shares	Sole	2022-05-11
2021-12-31	$33,055	720	0.0%	Shares	Sole	2022-03-28
2021-09-30	$30,686	720	0.0%	Shares	Sole	2021-11-02
2021-06-30	$33,343	720	0.0%	Shares	Sole	2021-08-09
2021-03-31	$29,527	720	0.0%	Shares	Sole	2021-04-27
2020-12-31	$25,171	720	0.0%	Shares	Sole	2021-02-01
2020-09-30	$23,745	720	0.0%	Shares	Sole	2020-11-03
2020-06-30	$22,896	720	0.0%	Shares	Sole	2020-07-17
2020-03-31	$19,202	720	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.