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UGI Corporation shares owned by Waterloo Capital

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in UGI Corporation

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All positions including UGI Corporation held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 74k 33.26
2025-06-30 $2.9M 79k 36.42
2025-03-31 $2.0M 61k 33.07
2024-12-31 $1.4M 50k 28.23

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View all positions for Waterloo Capital

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
Morgan Stanley
Captrust Financial Advisors
Dimensional Fund Advisors

View all funds holding UGI Corporation