AXXCESS WEALTH MANAGEMENT, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1911056 CARLSBAD, CA

Position in UGI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$327,093

New position

Shares Held

9,470

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#353

of 616 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $850,471 across 3 Utilities - Regulated Gas names. UGI ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/ This page	9,470	$327,093
2	BKH	Black Hills Corp /Sd/	3,787	$281,752
3	BIPC	Brookfield Infrastructure Corp	6,276	$241,626

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,093	9,470	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.