Atlas Capital Advisors »

UGI Corporation shares owned by Atlas Capital Advisors

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Atlas Capital Advisors from 13F filings

Historical chart of Atlas Capital Advisors investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Atlas Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UGI Corporation by Atlas Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $599k 17k 36.42
2025-03-31 $568k 17k 33.07
2024-12-31 $46k 1.6k 28.23

More positions owned by Atlas Capital Advisors

Procter Gamble Equity (PG)
Vanguard European Stock ETF Exchange Traded Fund (VGK)
Palomar Holdings Equity (PLMR)
Vanguard Ftse All-Wld Ex-US Small Cap ETF Exchange Traded Fund (VSS)
SPDR Emerging Market ETF Exchange Traded Fund (SPEM)
Microsoft Corp Equity (MSFT)
SPDR S P Info Technology ETF Exchange Traded Fund (XLK)
Apple Equity (AAPL)
SPDR S P Financial ETF Exchange Traded Fund (XLF)
Schwab Intl Small-Cap Equity ETF Exchange Traded Fund (SCHC)
iShares Edge MSCI Intl ETF Exchange Traded Fund (IMTM)
Spdr S P 500 Etf Exchange Traded Fund (SPY)
Amazon Equity (AMZN)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Financials ETF Exchange Traded Fund (VFH)

View all positions for Atlas Capital Advisors

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