Curated Wealth Partners LLC

Position in UGI — Ugi Corp /Pa/

CIK 1781284 EL SEGUNDO, CA

Position in UGI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$830,720

New position

Shares Held

24,051

first reported quarter

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#38

of 175 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Curated Wealth Partners LLC holds $53,782,848 across 4 Utilities - Regulated Gas names. UGI ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	277,392	$47,786,319
2	CPK	Chesapeake Utilities Corp	35,000	$4,286,800
3	NI	Nisource Inc.	18,486	$879,009
4	UGI	Ugi Corp /Pa/ This page	24,051	$830,720

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$830,720	24,051	—	Shares	Other	2026-07-13
No filing history on record for this holder in this stock.