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UGI Corporation shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 8.7k 33.72
2025-06-30 $319k 8.8k 36.37
2025-03-31 $291k 8.8k 33.05
2024-12-31 $252k 8.9k 28.25
2024-09-30 $226k 9.1k 24.97
2024-06-30 $223k 9.7k 22.94
2022-03-31 $2.0k 69k 0.03

More positions owned by CFS Investment Advisory Services

Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for CFS Investment Advisory Services

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