BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in UGI — Ugi Corp /Pa/

CIK 1654599 MORRISTOWN, NJ

Position in UGI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$62,172

-$3,384 QoQ

Shares Held

1,800

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#465

of 618 holders

Holding Since

Jun 2021

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $150,159 across 5 Utilities - Regulated Gas names. UGI ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/ This page	1,800	$62,172
2	ATO	Atmos Energy Corp	271	$46,685
3	CPK	Chesapeake Utilities Corp	220	$26,945
4	BIPC	Brookfield Infrastructure Corp	290	$11,165
5	SWX	Southwest Gas Holdings, Inc.	36	$3,192

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$62,172	1,800	0.0%	Shares	Sole	2026-07-08
2026-03-31	$65,556	1,800	-60.7%	Shares	Sole	2026-04-14
2021-06-30	$211,868	4,575	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.