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UGI Corporation shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $505k 15k 33.26
2025-06-30 $384k 11k 36.42

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View all positions for Live Oak Investment Partners

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