MV CAPITAL MANAGEMENT, INC.

Position in UGI — Ugi Corp /Pa/

CIK 1633366 BETHESDA, MD

Position in UGI

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

Position Value

$449

-$24 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#598

of 616 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $69,032 across 7 Utilities - Regulated Gas names. UGI ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SR	Spire Inc	400	$31,236
2	ATO	Atmos Energy Corp	136	$23,428
3	OGS	ONE Gas, Inc.	107	$8,246
4	NI	Nisource Inc.	102	$4,850
5	BKH	Black Hills Corp /Sd/	9	$669
6	UGI	Ugi Corp /Pa/ This page	13	$449
7	BIPC	Brookfield Infrastructure Corp	4	$154

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449	13	0.0%	Shares	Sole	2026-07-30
2026-03-31	$473	13	0.0%	Shares	Sole	2026-04-30
2025-12-31	$486	13	0.0%	Shares	Sole	2026-02-23
2025-09-30	$432	13	0.0%	Shares	Sole	2026-02-23
2025-06-30	$473	13	-13.3%	Shares	Sole	2025-08-08
2025-03-31	$496	15	+7.1%	Shares	Sole	2025-04-15
2024-12-31	$395	14	+75.0%	Shares	Sole	2025-02-12
2024-09-30	$200	8	+300.0%	Shares	Sole	2024-11-04
2024-06-30	$45	2	0.0%	Shares	Sole	2024-08-01
2024-03-31	$49	2	—	Shares	Sole	2024-04-18
No filing history on record for this holder in this stock.