UGI Corporation shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UGI Corporation by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 10k | 33.26 |
| 2025-06-30 | $400k | 11k | 36.42 |
| 2025-03-31 | $421k | 13k | 33.07 |
| 2024-12-31 | $369k | 13k | 28.23 |
| 2024-09-30 | $327k | 13k | 25.02 |
| 2024-06-30 | $311k | 14k | 22.90 |
| 2024-03-31 | $287k | 12k | 24.54 |
| 2023-12-31 | $244k | 9.9k | 24.60 |
| 2023-09-30 | $200k | 8.7k | 23.00 |
| 2023-06-30 | $350k | 13k | 26.97 |
| 2023-03-31 | $269k | 7.7k | 34.76 |
| 2022-12-31 | $287k | 7.7k | 37.07 |
| 2022-09-30 | $248k | 7.7k | 32.28 |
| 2022-06-30 | $288k | 7.5k | 38.63 |
| 2022-03-31 | $248k | 6.8k | 36.27 |
| 2021-12-31 | $285k | 6.2k | 45.89 |
| 2021-09-30 | $259k | 6.1k | 42.70 |
| 2021-06-30 | $269k | 5.8k | 46.28 |
| 2021-03-31 | $262k | 6.4k | 40.94 |
| 2020-12-31 | $239k | 6.8k | 34.92 |
| 2020-09-30 | $213k | 6.4k | 33.03 |