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UGI Corporation shares owned by Ellevest

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

Historical chart of Ellevest investment in UGI Corporation

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

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Quarterly reported holdings in UGI Corporation by Ellevest

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 7.1k 33.26
2022-09-30 $0 0 0.00
2020-12-31 $4.0k 126 31.75
2020-09-30 $119k 3.6k 32.96
2020-06-30 $70k 2.2k 31.73
2020-03-31 $34k 1.3k 26.81
2019-12-31 $12k 256 46.88

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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