UGI Corporation shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in UGI Corporation
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Quarterly reported holdings in UGI Corporation by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $3.4M | 100k | 34.34 |
| 2026-06-30 | $3.0M | 89k | 33.16 |
| 2025-12-31 | $1.5M | 41k | 37.32 |
| 2025-09-30 | $1.2M | 37k | 32.29 |
| 2025-06-30 | $1.2M | 34k | 35.40 |
| 2025-03-31 | $1.1M | 33k | 33.07 |
| 2024-12-31 | $975k | 35k | 28.23 |
| 2024-06-30 | $544k | 24k | 22.90 |
| 2024-03-31 | $561k | 23k | 24.54 |
| 2023-12-31 | $449k | 18k | 24.60 |
| 2023-09-30 | $545k | 24k | 23.00 |
| 2023-06-30 | $758k | 28k | 26.97 |
| 2020-06-30 | $1.4M | 9.3k | 152.29 |
| 2018-03-31 | $897k | 20k | 44.74 |
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