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UGI Corporation shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in UGI Corporation

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

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Quarterly reported holdings in UGI Corporation by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $325k 12k 28.23

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Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
State Street Corporation
Hanna Zanoni
LSV Asset Management
Snyder Capital Management
Geode Capital Management
Pictet Asset Management Holding SA
Neuberger Berman Group
Northern Trust
Invesco
Captrust Financial Advisors
Dimensional Fund Advisors
Mitsubishi UFJ Trust & Banking Corp

View all funds holding UGI Corporation