Private Wealth Asset Management, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1883006 OMAHA, NE

Position in UGI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$110,528

-$6,016 QoQ

Shares Held

3,200

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#449

of 618 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $199,557 across 5 Utilities - Regulated Gas names. UGI ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/ This page	3,200	$110,528
2	MDU	Mdu Resources Group Inc	1,768	$37,499
3	NJR	New Jersey Resources Corp	440	$24,657
4	ATO	Atmos Energy Corp	78	$13,437
5	BIPC	Brookfield Infrastructure Corp	349	$13,436

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$110,528	3,200	0.0%	Shares	Sole	2026-08-11
2026-03-31	$116,544	3,200	-4.5%	Shares	Sole	2026-05-06
2025-12-31	$125,390	3,350	0.0%	Shares	Sole	2026-02-10
2025-09-30	$111,421	3,350	-6.7%	Shares	Sole	2025-11-03
2025-06-30	$130,747	3,590	0.0%	Shares	Sole	2025-07-28
2025-03-31	$118,721	3,590	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.