NorthCrest Asset Manangement, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1893159 PLYMOUTH, MN

Position in UGI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$229,414

New position

Shares Held

6,642

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#404

of 618 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 7% Shared 0% None 93%

Utilities · as of Jun 30, 2026

NorthCrest Asset Manangement, LLC holds $1,174,561 across 3 Utilities - Regulated Gas names. UGI ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	3,286	$566,079
2	BKH	Black Hills Corp /Sd/	5,095	$379,068
3	UGI	Ugi Corp /Pa/ This page	6,642	$229,414

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,414	6,642	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.