Farther Finance Advisors, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1992825 SAN FRANCISCO, CA

Position in UGI

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

Position Value

$635,190

+$54,619 QoQ

Shares Held

18,390

+15.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#269

of 611 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $4,100,083 across 16 Utilities - Regulated Gas names. UGI ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	24,250	$1,153,087
2	ATO	Atmos Energy Corp	3,870	$666,684
3	UGI	Ugi Corp /Pa/ This page	18,390	$635,190
4	OGS	ONE Gas, Inc.	5,001	$385,427
5	SWX	Southwest Gas Holdings, Inc.	3,508	$311,089
6	MDU	Mdu Resources Group Inc	11,457	$243,002
7	NJR	New Jersey Resources Corp	3,803	$213,120
8	BKH	Black Hills Corp /Sd/	1,834	$136,449

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$635,190	18,390	+15.4%	Shares	Sole	2026-07-17
2026-03-31	$580,571	15,941	+31.6%	Shares	Sole	2026-04-07
2025-12-31	$453,277	12,110	+43.2%	Shares	Sole	2026-01-23
2025-09-30	$281,313	8,458	-4.5%	Shares	Sole	2025-10-14
2025-06-30	$322,426	8,853	-8.4%	Shares	Sole	2025-07-11
2025-03-31	$319,687	9,667	+132.9%	Shares	Sole	2025-04-14
2024-12-31	$117,154	4,150	+100.2%	Shares	Sole	2025-02-10
2024-09-30	$51,866	2,073	+189.9%	Shares	Sole	2024-10-29
2024-06-30	$16,373	715	+40.7%	Shares	Sole	2024-07-31
2024-03-31	$12,466	508	-13.8%	Shares	Sole	2024-05-14
2023-12-31	$14,489	589	+25.1%	Shares	Sole	2024-02-15
2023-09-30	$10,833	471	-1.1%	Shares	Sole	2023-11-14
2023-06-30	$12,837	476	-2.5%	Shares	Sole	2024-05-14
2023-03-31	$16,962	488	0.0%	Shares	Sole	2024-05-14
2022-12-31	$18,090	488	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.