SummitTX Capital, L.P.

Position in UGI — Ugi Corp /Pa/

CIK 2052310 FORT WORTH, TX

Position in UGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,494,167

+$1,584,942 QoQ

Shares Held

72,211

+189.2% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#166

of 616 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SummitTX Capital, L.P. holds $19,392,767 across 5 Utilities - Regulated Gas names. UGI ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SWX	Southwest Gas Holdings, Inc.	83,440	$7,399,459
2	NI	Nisource Inc.	117,158	$5,570,862
3	ATO	Atmos Energy Corp	19,031	$3,278,470
4	UGI	Ugi Corp /Pa/ This page	72,211	$2,494,167
5	BKH	Black Hills Corp /Sd/	8,734	$649,809

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,494,167	72,211	+189.2%	Shares	Sole	2026-08-14
2026-03-31	$909,225	24,965	-41.0%	Shares	Sole	2026-05-15
2025-06-30	$1,541,112	42,315	+209.7%	Shares	Defined	2025-08-14
2025-03-31	$451,901	13,665	—	Shares	Defined	2025-05-15
No filing history on record for this holder in this stock.