HM PAYSON & CO

Position in UGI — Ugi Corp /Pa/

CIK 928052 PORTLAND, ME

Position in UGI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,314

-$48,419 QoQ

Shares Held

-95.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#562

of 616 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HM PAYSON & CO holds $398,096 across 5 Utilities - Regulated Gas names. UGI ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	700	$120,589
2	NI	Nisource Inc.	2,103	$99,996
3	BKH	Black Hills Corp /Sd/	1,300	$96,720
4	MDU	Mdu Resources Group Inc	3,700	$78,477
5	UGI	Ugi Corp /Pa/ This page	67	$2,314

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,314	67	-95.2%	Shares	Sole	2026-07-17
2026-03-31	$50,733	1,393	+1979.1%	Shares	Sole	2026-04-13
2025-12-31	$2,507	67	0.0%	Shares	Sole	2026-02-12
2025-09-30	$2,228	67	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.