IFG Advisory, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1728319 ATLANTA, GA

Position in UGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$563,105

-$45,619 QoQ

Shares Held

16,303

+0.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#292

of 618 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Utilities · as of Jun 30, 2026

IFG Advisory, LLC holds $834,825 across 6 Utilities - Regulated Gas names. UGI ranks #1 (67.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/ This page	16,303	$563,105
2	BIPC	Brookfield Infrastructure Corp	3,525	$135,712
3	ATO	Atmos Energy Corp	410	$70,630
4	BKH	Black Hills Corp /Sd/	412	$30,652
5	NI	Nisource Inc.	617	$29,338
6	SR	Spire Inc	69	$5,388

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,105	16,303	+0.2%	Shares	Sole	2026-08-14
2025-12-31	$608,724	16,263	-7.4%	Shares	Sole	2026-02-10
2025-09-30	$584,311	17,568	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$640,919	17,598	0.0%	Shares	Sole	2025-08-04
2025-03-31	$581,965	17,598	-3.3%	Shares	Sole	2025-05-08
2024-12-31	$513,503	18,190	-11.9%	Shares	Sole	2025-02-14
2024-09-30	$516,362	20,638	-2.4%	Shares	Sole	2024-10-30
2024-06-30	$484,106	21,140	-0.2%	Shares	Sole	2024-07-30
2024-03-31	$519,609	21,174	-1.3%	Shares	Sole	2024-05-06
2023-12-31	$527,916	21,460	-31.2%	Shares	Sole	2024-01-17
2023-09-30	$717,623	31,201	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$854,625	31,688	-13.7%	Shares	Sole	2023-07-21
2023-03-31	$1,276,213	36,715	+369.9%	Shares	Sole	2023-04-26
2022-12-31	$289,627	7,813	+1.8%	Shares	Sole	2023-01-31
2022-09-30	$248,132	7,675	+0.0%	Shares	Sole	2022-10-28
2022-06-30	$296,215	7,672	+0.0%	Shares	Sole	2022-08-04
2022-03-31	$277,843	7,671	-1.9%	Shares	Sole	2022-05-04
2021-12-31	$359,153	7,823	-24.2%	Shares	Sole	2022-02-14
2021-09-30	$439,923	10,322	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.