UGI Corporation shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in UGI Corporation
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Quarterly reported holdings in UGI Corporation by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 6.6k | 33.26 |
| 2025-06-30 | $250k | 6.9k | 36.42 |
| 2025-03-31 | $227k | 6.9k | 33.07 |
| 2023-06-30 | $238k | 8.8k | 26.97 |
| 2023-03-31 | $695k | 20k | 34.76 |
| 2022-12-31 | $705k | 19k | 37.07 |
| 2022-09-30 | $261k | 8.1k | 32.30 |
| 2022-06-30 | $267k | 6.9k | 38.56 |
| 2020-09-30 | $19k | 565 | 33.63 |
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