UGI Corporation shares owned by AE Wealth Management
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in UGI Corporation
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Quarterly reported holdings in UGI Corporation by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $352k | 14k | 25.03 |
| 2024-06-30 | $5.0M | 217k | 22.90 |
| 2024-03-31 | $3.9M | 159k | 24.54 |
| 2023-12-31 | $3.1M | 136k | 23.17 |
| 2023-09-30 | $4.5M | 197k | 23.00 |
| 2023-06-30 | $5.0M | 185k | 26.97 |
| 2023-03-31 | $16M | 453k | 34.76 |
| 2022-12-31 | $15M | 390k | 37.07 |
| 2022-09-30 | $9.4M | 292k | 32.33 |
| 2022-06-30 | $265k | 6.9k | 38.57 |
| 2021-12-31 | $208k | 4.5k | 45.90 |