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UGI Corporation shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 70k 33.26
2025-06-30 $2.7M 73k 36.42
2023-03-31 $445k 13k 34.76
2022-12-31 $549k 15k 37.07
2022-09-30 $524k 16k 32.35