A detailed history of Caldwell Trust CO transactions in Ugi Corp stock. As of the latest transaction made, Caldwell Trust CO holds 741 shares of UGI stock, worth $24,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares
741
Previous 741 -0.0%
Holding current value
$24,860
Previous $27 Million 8.67%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$30.18 - $36.59 $22,363 - $27,113
741 New
741 $27 Million
Q3 2021

Oct 02, 2025

SELL
$42.18 - $48.09 $8,056 - $9,185
-191 Reduced 20.49%
741 $31.6 Million
Q1 2021

Oct 02, 2025

BUY
$34.79 - $41.84 $6,644 - $7,991
191 Added 25.78%
932 $38.2 Million
Q4 2020

Oct 02, 2025

BUY
$32.32 - $38.06 $6,173 - $7,269
191 Added 25.78%
932 $32.6 Million
Q1 2020

Oct 02, 2025

BUY
$22.92 - $44.76 $4,377 - $8,549
191 Added 25.78%
932 $24.9 Million
Q4 2019

Oct 06, 2025

BUY
$41.44 - $49.3 $7,915 - $9,416
191 Added 25.78%
932 $42.1 Million

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $7.02B
  • Description
  • UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...
More about UGI
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