NewEdge Advisors, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1633516 NEW ORLEANS, LA

Position in UGI

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$3,366,154

-$163,569 QoQ

Shares Held

92,426

-2.0% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.4760565208923896.ToString("F0")% Shared 0.ToString("F0")% None 99.52394347910761.ToString("F0")%

Utilities · as of Mar 31, 2026

NewEdge Advisors, LLC holds $52,848,363 across 14 Utilities - Regulated Gas names. UGI ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	930,013	$43,394,406
2	UGI	Ugi Corp /Pa/ This page	92,426	$3,366,154
3	ATO	Atmos Energy Corp	9,452	$1,745,973
4	MDU	Mdu Resources Group Inc	77,998	$1,616,118
5	BIPC	Brookfield Infrastructure Corp	37,638	$1,487,453
6	OGS	ONE Gas, Inc.	3,516	$302,833
7	SWX	Southwest Gas Holdings, Inc.	3,384	$294,069
8	NWN	Northwest Natural Holding Co	4,578	$243,641

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.