UGI Corporation shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in UGI Corporation
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Quarterly reported holdings in UGI Corporation by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 40k | 33.26 |
| 2025-06-30 | $1.5M | 42k | 36.42 |
| 2025-03-31 | $1.4M | 42k | 33.07 |
| 2024-12-31 | $1.2M | 43k | 28.23 |
| 2024-09-30 | $1.1M | 44k | 25.02 |
| 2024-06-30 | $1.0M | 45k | 22.90 |
| 2024-03-31 | $1.1M | 46k | 24.54 |
| 2023-12-31 | $1.1M | 46k | 24.60 |
| 2023-09-30 | $1.2M | 52k | 23.00 |
| 2023-06-30 | $2.1M | 78k | 26.97 |
| 2023-03-31 | $2.7M | 78k | 34.76 |
| 2022-12-31 | $2.9M | 79k | 37.07 |
| 2022-09-30 | $2.6M | 81k | 32.30 |
| 2022-06-30 | $3.6M | 93k | 38.59 |
| 2022-03-31 | $2.8M | 78k | 36.20 |
| 2021-12-31 | $3.5M | 77k | 45.87 |
| 2021-09-30 | $3.3M | 76k | 42.61 |
| 2021-06-30 | $3.6M | 77k | 46.30 |
| 2021-03-31 | $3.0M | 74k | 41.01 |
| 2020-12-31 | $2.6M | 74k | 34.96 |
| 2020-09-30 | $2.5M | 75k | 32.65 |
| 2020-06-30 | $2.4M | 75k | 31.80 |
| 2020-03-31 | $2.0M | 74k | 26.66 |
| 2019-12-31 | $3.3M | 74k | 45.08 |
| 2019-09-30 | $3.8M | 76k | 50.27 |
| 2019-06-30 | $3.6M | 68k | 53.41 |
| 2019-03-31 | $3.7M | 68k | 55.42 |
| 2018-12-31 | $3.6M | 68k | 53.34 |
| 2018-09-30 | $3.8M | 68k | 55.47 |
| 2018-06-30 | $3.5M | 68k | 51.95 |
| 2018-03-31 | $2.9M | 67k | 43.88 |
| 2017-12-31 | $22M | 67k | 336.79 |
| 2017-09-30 | $3.0M | 67k | 45.83 |
| 2017-06-30 | $3.2M | 66k | 48.39 |
| 2017-03-31 | $3.2M | 65k | 49.34 |
| 2016-12-31 | $3.0M | 66k | 46.08 |
| 2016-09-30 | $3.0M | 66k | 45.24 |
| 2016-06-30 | $1.2M | 27k | 45.27 |
| 2016-03-31 | $1.0M | 26k | 40.31 |
| 2015-12-31 | $877k | 26k | 33.76 |
| 2015-09-30 | $904k | 26k | 34.80 |
| 2015-06-30 | $895k | 26k | 34.46 |
| 2015-03-31 | $847k | 26k | 32.61 |
| 2014-12-31 | $963k | 25k | 37.99 |
| 2014-09-30 | $876k | 26k | 34.08 |
| 2014-06-30 | $865k | 17k | 50.47 |
| 2014-03-31 | $799k | 18k | 45.63 |
| 2013-12-31 | $750k | 18k | 41.47 |
| 2013-09-30 | $708k | 18k | 39.15 |
More positions owned by Summit Investment Advisors
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