Concurrent Investment Advisors, LLC

Position in UGI — Ugi Corp /Pa/

CIK 2001015 Tampa, FL

Position in UGI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$232,487

New position

Shares Held

6,731

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#399

of 616 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $3,277,729 across 6 Utilities - Regulated Gas names. UGI ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	11,607	$1,999,537
2	BKH	Black Hills Corp /Sd/	4,398	$327,210
3	OGS	ONE Gas, Inc.	3,653	$281,536
4	UGI	Ugi Corp /Pa/ This page	6,731	$232,487
5	BIPC	Brookfield Infrastructure Corp	5,819	$224,031
6	NI	Nisource Inc.	4,478	$212,928

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,487	6,731	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.