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UGI Corporation shares owned by Synergy Financial Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in UGI Corporation

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All positions including UGI Corporation held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 100k 37.43
2024-12-31 $15k 607 25.02
2022-03-31 $2.0M 55k 36.23

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View all positions for Synergy Financial Management

Top funds holding UGI Corporation

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

View all funds holding UGI Corporation