Farther Finance Advisors, LLC

Position in UGI — Ugi Corp /Pa/

CIK 1992825 SAN FRANCISCO, CA

Position in UGI

as of Sep 30, 2026 · filed Oct 8, 2026 Compact

Position Value

$1,416,277

+$781,087 QoQ

Shares Held

39,705

+115.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 20 holders

Holding Since

Dec 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Sep 30, 2026

Farther Finance Advisors, LLC holds $5,064,334 across 15 Utilities - Regulated Gas names. UGI ranks #1 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/ This page	39,705	$1,416,277
2	NI	Nisource Inc.	26,193	$1,021,527
3	ATO	Atmos Energy Corp	5,282	$826,316
4	OGS	ONE Gas, Inc.	6,227	$447,534
5	NJR	New Jersey Resources Corp	8,804	$445,482
6	SWX	Southwest Gas Holdings, Inc.	3,244	$264,515
7	MDU	Mdu Resources Group Inc	7,350	$136,269
8	BKH	Black Hills Corp /Sd/	1,904	$133,432

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-09-30	$1,416,277	39,705	+115.9%	Shares	Sole	2026-10-08
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.