EVOLVE PRIVATE WEALTH, LLC

Position in UGI — Ugi Corp /Pa/

CIK 2111131 LOS ANGELES, CA

Position in UGI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,317,221

-$26,135 QoQ

Shares Held

96,040

+4.6% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#143

of 618 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $4,305,843 across 4 Utilities - Regulated Gas names. UGI ranks #1 (77.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/ This page	96,040	$3,317,221
2	ATO	Atmos Energy Corp	2,848	$490,624
3	SR	Spire Inc	3,519	$274,798
4	BKH	Black Hills Corp /Sd/	3,000	$223,200

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,317,221	96,040	+4.6%	Shares	Defined	2026-08-12
2026-03-31	$3,343,356	91,800	+29.2%	Shares	Sole	2026-04-16
2025-12-31	$2,660,299	71,074	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.