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Parcion Private Wealth LLC

Position in UGI — Ugi Corp /Pa/

CIK 1801263 BELLEVUE, WA

Position in UGI

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$295,593
New position
Shares Held
8,558
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#364
of 616 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

Parcion Private Wealth LLC holds $6,243,709 across 3 Utilities - Regulated Gas names. UGI ranks #2 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UGI
Ugi Corp /Pa/
This page
8,558 $295,593

All Filings in UGI

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $295,593 8,558