NewEdge Advisors, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1633516 NEW ORLEANS, LA

Position in UGI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,218,955

-$147,199 QoQ

Shares Held

93,195

+0.8% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#147

of 618 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

NewEdge Advisors, LLC holds $61,157,572 across 15 Utilities - Regulated Gas names. UGI ranks #2 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	1,070,157	$50,885,965
2	UGI	Ugi Corp /Pa/ This page	93,195	$3,218,955
3	ATO	Atmos Energy Corp	15,376	$2,648,823
4	MDU	Mdu Resources Group Inc	81,638	$1,731,541
5	BIPC	Brookfield Infrastructure Corp	24,279	$934,741
6	NJR	New Jersey Resources Corp	8,085	$453,083
7	SWX	Southwest Gas Holdings, Inc.	4,051	$359,242
8	OGS	ONE Gas, Inc.	4,163	$320,842

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,218,955	93,195	+0.8%	Shares	Sole	2026-08-12
2026-03-31	$3,366,154	92,426	-2.0%	Shares	Sole	2026-06-03
2025-12-31	$3,529,723	94,302	-9.3%	Shares	Sole	2026-02-18
2025-09-30	$3,457,144	103,943	-0.7%	Shares	Sole	2025-11-17
2025-06-30	$3,812,846	104,691	-14.9%	Shares	Sole	2025-08-14
2025-03-31	$4,069,693	123,063	-5.3%	Shares	Sole	2025-05-15
2024-12-31	$3,668,149	129,938	+41.6%	Shares	Sole	2025-02-13
2024-09-30	$2,295,810	91,759	+2.9%	Shares	Sole	2024-11-14
2024-06-30	$2,041,557	89,151	+9.4%	Shares	Sole	2024-08-16
2024-03-31	$1,999,052	81,461	+20.4%	Shares	Sole	2024-05-14
2023-12-31	$1,663,870	67,637	+45294.0%	Shares	Sole	2024-02-13
2023-09-30	$3,427	149	-39.4%	Shares	Sole	2023-11-14
2023-06-30	$6,634	246	-96.4%	Shares	Sole	2023-08-14
2023-03-31	$238,870	6,872	+3.5%	Shares	Sole	2023-05-12
2022-12-31	$246,107	6,639	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.