Wealthspire Advisors, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1646247 NEW YORK, NY

Position in UGI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$586,281

-$59,008 QoQ

Shares Held

16,974

-4.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#288

of 623 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $6,295,592 across 4 Utilities - Regulated Gas names. UGI ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPK	Chesapeake Utilities Corp	29,291	$3,587,561
2	ATO	Atmos Energy Corp	9,744	$1,678,598
3	UGI	Ugi Corp /Pa/ This page	16,974	$586,281
4	OGS	ONE Gas, Inc.	5,750	$443,152

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,281	16,974	-4.2%	Shares	Sole	2026-08-11
2026-03-31	$645,289	17,718	-11.4%	Shares	Sole	2026-05-01
2025-12-31	$748,637	20,001	-19.8%	Shares	Sole	2026-02-13
2025-09-30	$829,238	24,932	-2.7%	Shares	Sole	2025-11-14
2025-06-30	$933,116	25,621	+45.8%	Shares	Sole	2025-08-11
2025-03-31	$581,172	17,574	+1.9%	Shares	Sole	2025-05-09
2024-12-31	$486,995	17,251	+4.5%	Shares	Sole	2025-02-04
2024-09-30	$413,205	16,515	-10.2%	Shares	Sole	2024-11-13
2024-06-30	$421,039	18,386	+0.5%	Shares	Sole	2024-08-08
2024-03-31	$449,155	18,303	0.0%	Shares	Sole	2024-05-06
2023-12-31	$450,253	18,303	0.0%	Shares	Sole	2024-02-07
2023-09-30	$420,969	18,303	0.0%	Shares	Sole	2023-11-06
2023-06-30	$493,631	18,303	0.0%	Shares	Sole	2023-08-01
2023-03-31	$636,212	18,303	-1.6%	Shares	Sole	2023-05-09
2022-12-31	$689,724	18,606	+1.7%	Shares	Sole	2023-02-14
2022-09-30	$591,735	18,303	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$704,632	18,250	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.