WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1632972 PLYMOUTH, MN

Position in UGI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,085,147

+$1,871,560 QoQ

Shares Held

89,321

+168.1% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#152

of 618 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,508,164 across 12 Utilities - Regulated Gas names. UGI ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	57,115	$9,839,201
2	NJR	New Jersey Resources Corp	62,891	$3,524,411
3	UGI	Ugi Corp /Pa/ This page	89,321	$3,085,147
4	BKH	Black Hills Corp /Sd/	36,402	$2,708,308
5	NI	Nisource Inc.	50,711	$2,411,308
6	SWX	Southwest Gas Holdings, Inc.	14,109	$1,251,186
7	OGS	ONE Gas, Inc.	15,447	$1,190,500
8	BIPC	Brookfield Infrastructure Corp	22,165	$853,352

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,085,147	89,321	+168.1%	Shares	Sole	2026-07-15
2026-03-31	$1,213,587	33,322	-18.8%	Shares	Sole	2026-04-08
2025-12-31	$1,536,426	41,048	+10.9%	Shares	Sole	2026-01-08
2025-09-30	$1,230,520	36,997	+8.8%	Shares	Sole	2025-10-29
2025-06-30	$1,238,207	33,998	+2.3%	Shares	Sole	2025-07-10
2025-03-31	$1,099,246	33,240	-3.7%	Shares	Sole	2025-04-16
2024-12-31	$974,838	34,532	+28.4%	Shares	Sole	2025-03-17
2024-09-30	$672,762	26,889	+13.1%	Shares	Sole	2024-10-24
2024-06-30	$544,378	23,772	+4.1%	Shares	Sole	2024-07-16
2024-03-31	$560,591	22,844	+25.2%	Shares	Sole	2024-04-15
2023-12-31	$448,876	18,247	-22.9%	Shares	Sole	2024-01-30
2023-09-30	$544,640	23,680	-15.7%	Shares	Sole	2023-11-13
2023-06-30	$757,749	28,096	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.