UGI Corporation shares owned by NewEdge Wealth
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in UGI Corporation
Tip: Access up to 7 years of quarterly data
All positions including UGI Corporation held by NewEdge Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UGI Corporation by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.5M | 102k | 34.54 |
| 2026-03-31 | $2.9M | 80k | 36.42 |
| 2025-12-31 | $1.9M | 52k | 37.43 |
| 2025-09-30 | $1.5M | 45k | 33.70 |
| 2025-06-30 | $1.1M | 30k | 35.46 |
| 2025-03-31 | $482k | 15k | 33.07 |