A detailed history of Clearstead Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Clearstead Advisors, LLC holds 270 shares of UGI stock, worth $9,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares
270
Previous 450 40.0%
Holding current value
$9,406
Previous $16,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$32.64 - $37.14 $5,875 - $6,685
-180 Reduced 40.0%
270 $8,000
Q2 2025

Aug 08, 2025

BUY
$30.18 - $36.59 $13,067 - $15,843
433 Added 2547.06%
450 $16,000
Q1 2025

May 13, 2025

BUY
$28.0 - $34.16 $280 - $341
10 Added 142.86%
17 $0
Q4 2024

Feb 10, 2025

BUY
$23.24 - $30.37 $162 - $212
7 New
7 $0
Q2 2022

Aug 12, 2022

BUY
$34.3 - $44.54 $1,337 - $1,737
39 New
39 $2,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $7.29B
  • 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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