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UGI Corporation shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 10k 25.39
2024-06-30 $209k 9.0k 23.28

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Top funds holding UGI Corporation

Vanguard Group
BlackRock
FMR
State Street Corporation
Hanna Zanoni
Snyder Capital Management
Geode Capital Management
Federated Investors
Northern Trust
LSV Asset Management
Norges Bank Investment Management
Mitsubishi UFJ Trust & Banking Corp
Morgan Stanley
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding UGI Corporation