Ares Financial Consulting, LLC

Position in UGI — Ugi Corp /Pa/

CIK 2106717 CALABASAS, CA

Position in UGI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,731

-$258 QoQ

Shares Held

137

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#550

of 616 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Ares Financial Consulting, LLC holds $71,102 across 5 Utilities - Regulated Gas names. UGI ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	371	$27,602
2	CPK	Chesapeake Utilities Corp	216	$26,455
3	SR	Spire Inc	136	$10,620
4	UGI	Ugi Corp /Pa/ This page	137	$4,731
5	BIPC	Brookfield Infrastructure Corp	44	$1,694

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,731	137	0.0%	Shares	Sole	2026-07-09
2026-03-31	$4,989	137	0.0%	Shares	Sole	2026-04-02
2025-12-31	$5,127	137	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.