COMMONWEALTH EQUITY SERVICES, LLC

Position in UGI — Ugi Corp /Pa/

CIK 312272 WALTHAM, MA

Position in UGI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,550,506

-$269,316 QoQ

Shares Held

131,746

-0.4% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#122

of 616 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $29,404,988 across 13 Utilities - Regulated Gas names. UGI ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp	88,646	$4,967,721
2	NI	Nisource Inc.	96,404	$4,584,010
3	UGI	Ugi Corp /Pa/ This page	131,746	$4,550,506
4	SPH	Suburban Propane Partners LP	205,071	$3,506,714
5	ATO	Atmos Energy Corp	20,043	$3,452,807
6	MDU	Mdu Resources Group Inc	142,875	$3,030,378
7	NWN	Northwest Natural Holding Co	24,358	$1,195,003
8	SR	Spire Inc	11,746	$917,245

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,550,506	131,746	-0.4%	Shares	Sole	2026-07-29
2026-03-31	$4,819,822	132,340	-46.2%	Shares	Sole	2026-04-27
2025-12-31	$9,206,020	245,953	-1.9%	Shares	Sole	2026-02-12
2025-09-30	$8,341,042	250,783	-5.5%	Shares	Sole	2025-10-22
2025-06-30	$9,662,480	265,307	-2.0%	Shares	Sole	2025-08-06
2025-03-31	$8,949,304	270,617	-22.8%	Shares	Sole	2025-05-09
2024-12-31	$9,899,555	350,675	+9.2%	Shares	Sole	2025-02-10
2024-09-30	$8,032,220	321,032	+0.9%	Shares	Sole	2024-10-18
2024-06-30	$7,286,367	318,182	+74.1%	Shares	Sole	2024-07-31
2024-03-31	$4,485,519	182,784	-1.7%	Shares	Sole	2024-04-29
2023-12-31	$4,575,944	186,014	-9.6%	Shares	Sole	2024-02-06
2023-09-30	$4,734,297	205,839	-14.5%	Shares	Sole	2023-10-23
2023-06-30	$6,490,303	240,649	+15.8%	Shares	Sole	2023-08-10
2023-03-31	$7,220,590	207,727	+21.9%	Shares	Sole	2023-05-11
2022-12-31	$6,317,914	170,432	+11.3%	Shares	Sole	2023-02-07
2022-09-30	$4,950,046	153,110	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$6,060,032	156,955	+3.3%	Shares	Sole	2022-07-19
2022-03-31	$5,501,962	151,904	+14.7%	Shares	Sole	2022-05-04
2021-12-31	$6,078,162	132,393	-2.2%	Shares	Sole	2022-01-31
2021-09-30	$5,772,367	135,438	+6.2%	Shares	Sole	2021-10-29
2021-06-30	$5,903,922	127,487	-0.4%	Shares	Sole	2021-08-11
2021-03-31	$5,251,166	128,046	+7.5%	Shares	Sole	2021-05-04
2020-12-31	$4,164,749	119,129	+0.9%	Shares	Sole	2021-02-11
2020-09-30	$3,894,245	118,079	-3.0%	Shares	Sole	2020-11-05
2020-06-30	$3,870,378	121,710	+25.1%	Shares	Sole	2020-08-12
2020-03-31	$2,594,377	97,277	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.