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UGI Corporation shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $61k 1.8k 33.26
2025-06-30 $67k 1.8k 36.42
2025-03-31 $61k 1.8k 33.07
2024-12-31 $52k 1.8k 28.23
2024-09-30 $46k 1.8k 25.02
2024-06-30 $19k 830 22.90
2024-03-31 $19k 790 24.54
2023-12-31 $19k 790 24.60

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View all positions for Atlantic Edge Private Wealth Management

Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
State Street Corporation
Hanna Zanoni
LSV Asset Management
Snyder Capital Management
Geode Capital Management
Pictet Asset Management Holding SA
Neuberger Berman Group
Northern Trust
Invesco
Morgan Stanley
Captrust Financial Advisors
Dimensional Fund Advisors

View all funds holding UGI Corporation