Corient Private Wealth LLC

Position in UGI — Ugi Corp /Pa/

CIK 1948780 MIAMI, FL

Position in UGI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,124,104

-$259,273 QoQ

Shares Held

32,545

-14.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#228

of 616 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 22% Shared 1% None 77%

Utilities · as of Jun 30, 2026

Corient Private Wealth LLC holds $34,885,306 across 12 Utilities - Regulated Gas names. UGI ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	88,635	$15,269,151
2	NI	Nisource Inc.	82,905	$3,942,132
3	BKH	Black Hills Corp /Sd/	789,711	$3,690,556
4	NJR	New Jersey Resources Corp	63,279	$3,546,155
5	SWX	Southwest Gas Holdings, Inc.	26,355	$2,337,161
6	CTRI	Centuri Holdings, Inc.	55,537	$1,679,438
7	MDU	Mdu Resources Group Inc	66,771	$1,416,212
8	UGI	Ugi Corp /Pa/ This page	32,545	$1,124,104

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,124,104	32,545	-14.3%	Shares	Sole	2026-08-17
2026-03-31	$1,383,377	37,984	+11.2%	Shares	Sole	2026-05-15
2025-12-31	$1,279,057	34,172	-11.1%	Shares	Sole	2026-03-09
2025-09-30	$1,278,846	38,450	-28.6%	Shares	Sole	2025-11-14
2025-06-30	$1,960,087	53,819	+79.2%	Shares	Sole	2025-09-26
2025-03-31	$993,190	30,033	+58.0%	Shares	Defined	2025-05-14
2024-12-31	$536,539	19,006	+6.1%	Shares	Defined	2025-02-10
2024-09-30	$448,083	17,909	+22.0%	Shares	Sole	2024-11-12
2024-06-30	$336,149	14,679	+0.0%	Shares	Sole	2024-08-13
2024-03-31	$360,124	14,675	+0.8%	Shares	Sole	2024-05-09
2023-12-31	$358,274	14,564	-48.9%	Shares	Sole	2024-02-09
2023-09-30	$654,948	28,476	+118.8%	Shares	Other	2023-11-03
2023-03-31	$452,470	13,017	+121.7%	Shares	Sole	2023-05-15
2022-12-31	$217,637	5,871	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.