Colonial Trust Co / SC

Bank

Position in UGI — Ugi Corp /Pa/

CIK 1954093 SPARTANBURG, SC

Position in UGI

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

Position Value

$51,810

-$2,820 QoQ

Shares Held

1,500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#472

of 618 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Colonial Trust Co / SC holds $266,361 across 6 Utilities - Regulated Gas names. UGI ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPC	Brookfield Infrastructure Corp	2,310	$88,935
2	CPK	Chesapeake Utilities Corp	531	$65,036
3	UGI	Ugi Corp /Pa/ This page	1,500	$51,810
4	ATO	Atmos Energy Corp	289	$49,786
5	NJR	New Jersey Resources Corp	185	$10,367
6	NI	Nisource Inc.	9	$427

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,810	1,500	0.0%	Shares	Sole	2026-08-11
2026-03-31	$54,630	1,500	-25.0%	Shares	Sole	2026-05-12
2025-12-31	$74,860	2,000	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.