Heritage Wealth Advisors Ugi Corp Transaction History
Heritage Wealth Advisors
- $2.03 Billion
- Q2 2025
A detailed history of Heritage Wealth Advisors transactions in Ugi Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 720 shares of UGI stock, worth $24,069. This represents 0.0% of its overall portfolio holdings.
Number of Shares
720
Previous 720
-0.0%
Holding current value
$24,069
Previous $23,000
13.04%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding UGI
# of Institutions
648Shares Held
184MCall Options Held
679KPut Options Held
2.74M-
Black Rock Inc. New York, NY27.6MShares$924 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA26.3MShares$880 Million0.02% of portfolio
-
State Street Corp Boston, MA9.7MShares$324 Million0.01% of portfolio
-
Fuller & Thaler Asset Management, Inc. San Mateo, CA6.84MShares$229 Million0.92% of portfolio
-
Lsv Asset Management Chicago, IL4.9MShares$164 Million0.43% of portfolio
About UGI CORP
- Ticker UGI
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Gas
- Shares Outstandng 209,380,992
- Market Cap $7B
- 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...