UGI Corporation shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in UGI Corporation
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Quarterly reported holdings in UGI Corporation by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.8M | 139k | 34.54 |
| 2026-03-31 | $1.1M | 30k | 36.42 |
| 2025-12-31 | $1.3M | 36k | 37.40 |
| 2025-09-30 | $662k | 20k | 33.26 |
| 2025-06-30 | $1.5M | 42k | 36.42 |
| 2025-03-31 | $1.5M | 45k | 33.07 |
| 2024-12-31 | $1.4M | 48k | 28.23 |
| 2024-09-30 | $716k | 29k | 25.01 |
| 2024-06-30 | $660k | 29k | 22.90 |
| 2024-03-31 | $713k | 29k | 24.54 |
| 2023-12-31 | $1.0M | 42k | 24.60 |
| 2023-09-30 | $351k | 15k | 23.00 |
| 2023-06-30 | $842k | 31k | 26.97 |
| 2023-03-31 | $1.1M | 31k | 34.75 |
| 2022-12-31 | $1.0M | 27k | 37.08 |
| 2022-09-30 | $775k | 24k | 32.33 |
| 2022-06-30 | $873k | 23k | 38.61 |
| 2022-03-31 | $721k | 20k | 36.22 |
| 2021-12-31 | $489k | 11k | 45.92 |
| 2019-03-31 | $233k | 4.2k | 55.34 |