Bogart Wealth, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1715740 MCLEAN, VA

Position in UGI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$23,245

-$2,795 QoQ

Shares Held

673

-5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#509

of 616 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $49,975 across 5 Utilities - Regulated Gas names. UGI ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/ This page	673	$23,245
2	BKH	Black Hills Corp /Sd/	224	$16,665
3	ATO	Atmos Energy Corp	31	$5,340
4	NI	Nisource Inc.	77	$3,661
5	SWX	Southwest Gas Holdings, Inc.	12	$1,064

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,245	673	-5.9%	Shares	Sole	2026-07-24
2026-03-31	$26,040	715	+6.1%	Shares	Sole	2026-04-28
2025-12-31	$25,227	674	-3.7%	Shares	Sole	2026-01-30
2025-09-30	$23,282	700	+2.3%	Shares	Sole	2025-10-27
2025-06-30	$24,911	684	+2.2%	Shares	Sole	2025-07-30
2025-03-31	$22,123	669	+9.0%	Shares	Sole	2025-05-02
2024-12-31	$17,333	614	0.0%	Shares	Sole	2025-01-30
2024-09-30	$15,362	614	0.0%	Shares	Sole	2024-10-23
2024-06-30	$14,060	614	0.0%	Shares	Sole	2024-07-31
2024-03-31	$15,067	614	0.0%	Shares	Sole	2024-04-25
2023-12-31	$15,104	614	0.0%	Shares	Sole	2024-02-07
2023-09-30	$14,122	614	0.0%	Shares	Sole	2023-10-30
2023-06-30	$16,559	614	0.0%	Shares	Sole	2023-07-31
2023-03-31	$21,342	614	0.0%	Shares	Sole	2023-04-21
2022-12-31	$22,760	614	0.0%	Shares	Sole	2023-02-06
2022-09-30	$19,850	614	0.0%	Shares	Sole	2022-11-03
2022-06-30	$23,706	614	0.0%	Shares	Sole	2022-07-22
2022-03-31	$22,239	614	+124.9%	Shares	Sole	2022-04-22
2021-06-30	$12,642	273	0.0%	Shares	Sole	2021-08-06
2021-03-31	$11,195	273	0.0%	Shares	Sole	2021-04-16
2020-12-31	$9,544	273	0.0%	Shares	Sole	2021-01-14
2020-09-30	$9,003	273	0.0%	Shares	Sole	2020-10-06
2020-06-30	$8,681	273	0.0%	Shares	Sole	2020-07-08
2020-03-31	$7,280	273	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.