Activest Wealth Management

Position in UGI — Ugi Corp /Pa/

CIK 1883134 AVENTURA, FL

Position in UGI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$34

+$34 QoQ

Shares Held

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#616

of 616 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Activest Wealth Management holds $7,059 across 7 Utilities - Regulated Gas names. UGI ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGS	ONE Gas, Inc.	43	$3,314
2	ATO	Atmos Energy Corp	7	$1,205
3	NI	Nisource Inc.	21	$998
4	BKH	Black Hills Corp /Sd/	11	$818
5	SWX	Southwest Gas Holdings, Inc.	4	$354
6	NJR	New Jersey Resources Corp	6	$336
7	UGI	Ugi Corp /Pa/ This page	1	$34

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34	1	—	Shares	Sole	2026-07-16
2025-03-31	$0	0	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.