BFSG, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1706836 IRVINE, CA

Position in UGI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$223,370

+$3,503 QoQ

Shares Held

6,467

+7.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#413

of 618 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BFSG, LLC holds $12,186,500 across 5 Utilities - Regulated Gas names. UGI ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	196,737	$9,354,844
2	ATO	Atmos Energy Corp	11,831	$2,038,126
3	SR	Spire Inc	4,888	$381,703
4	UGI	Ugi Corp /Pa/ This page	6,467	$223,370
5	BIPC	Brookfield Infrastructure Corp	4,895	$188,457

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,370	6,467	+7.1%	Shares	Sole	2026-07-20
2026-03-31	$219,867	6,037	+0.8%	Shares	Sole	2026-04-29
2025-12-31	$224,093	5,987	+32.2%	Shares	Sole	2026-01-22
2025-09-30	$150,667	4,530	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.