A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ugi Corp stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 30,635 shares of UGI stock, worth $1.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,635
Previous 48,195 36.44%
Holding current value
$1.07 Million
Previous $1.76 Million 41.99%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 30, 2025

SELL
$32.64 - $37.14 $573,158 - $652,178
-17,560 Reduced 36.44%
30,635 $1.02 Million
Q2 2025

Jul 25, 2025

BUY
$30.18 - $36.59 $735,577 - $891,808
24,373 Added 102.31%
48,195 $1.76 Million
Q1 2025

Apr 21, 2025

BUY
$28.0 - $34.16 $259,448 - $316,526
9,266 Added 63.66%
23,822 $787,000
Q4 2024

Feb 10, 2025

BUY
$23.24 - $30.37 $27,980 - $36,565
1,204 Added 9.02%
14,556 $410,000
Q3 2024

Oct 31, 2024

BUY
$22.23 - $25.05 $35,234 - $39,704
1,585 Added 13.47%
13,352 $333,000
Q2 2024

Jul 16, 2024

BUY
$22.08 - $26.0 $259,815 - $305,942
11,767 New
11,767 $269,000

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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