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UGI Corporation shares owned by Planning Strategies

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Planning Strategies from 13F filings

Historical chart of Planning Strategies investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Planning Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $47k 1.4k 34.54

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Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
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View all positions for Planning Strategies

Top funds holding UGI Corporation

BlackRock
FMR
Vanguard Portfolio Management
Vanguard Capital Management
Neuberger Berman Group
State Street Corporation
LSV Asset Management
Snyder Capital Management
Hanna Zanoni
Geode Capital Management
Captrust Financial Advisors
Northern Trust
Morgan Stanley
Dimensional Fund Advisors
Bank of New York Mellon

View all funds holding UGI Corporation