UGI Corporation shares owned by Heartland Advisors
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Heartland Advisors
from 13F filings
Historical chart of Heartland Advisors investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by Heartland 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 Heartland Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 300k | 33.26 |
| 2025-06-30 | $13M | 350k | 36.42 |
| 2025-03-31 | $12M | 350k | 33.07 |
| 2024-12-31 | $9.9M | 350k | 28.23 |
| 2024-09-30 | $12M | 464k | 25.02 |
| 2024-06-30 | $11M | 465k | 22.90 |
| 2024-03-31 | $8.9M | 365k | 24.54 |
| 2023-12-31 | $9.0M | 365k | 24.60 |