Naples Global Advisors, LLC Ugi Corp Transaction History

Naples Global Advisors, LLC

$1.24 Billion
Q3 2025

A detailed history of Naples Global Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Naples Global Advisors, LLC holds 27,251 shares of UGI stock, worth $949,424. This represents 0.07% of its overall portfolio holdings.

Number of Shares

27,251

Previous 27,044 0.77%

Holding current value

$949,424

Previous $984,000 7.93%

% of portfolio

0.07%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$32.64 - $37.14 $6,756 - $7,687	207 Added 0.77%	27,251 $906,000
Q2 2025 Jul 18, 2025	BUY	$30.18 - $36.59 $12,283 - $14,892	407 Added 1.53%	27,044 $984,000
Q1 2025 Apr 10, 2025	SELL	$28.0 - $34.16 $12,376 - $15,098	-442 Reduced 1.63%	26,637 $880,000
Q4 2024 Jan 29, 2025	SELL	$23.24 - $30.37 $7,343 - $9,596	-316 Reduced 1.15%	27,079 $764,000
Q3 2024 Oct 24, 2024	BUY	$22.23 - $25.05 $37,791 - $42,585	1,700 Added 6.62%	27,395 $684,000

Q2 2024 Jul 18, 2024	SELL	$22.08 - $26.0 $33,120 - $39,000	-1,500 Reduced 5.52%	25,695 $588,000
Q1 2024 Apr 29, 2024	SELL	$21.92 - $25.56 $135,575 - $158,088	-6,185 Reduced 18.53%	27,195 $667,000
Q4 2023 Jan 11, 2024	BUY	$20.26 - $24.87 $69,897 - $85,801	3,450 Added 11.53%	33,380 $821,000
Q3 2023 Oct 16, 2023	BUY	$22.67 - $27.6 $149,508 - $182,022	6,595 Added 28.26%	29,930 $688,000
Q2 2023 Jul 17, 2023	BUY	$26.45 - $35.34 $20,498 - $27,388	775 Added 3.44%	23,335 $629,000
Q1 2023 Apr 17, 2023	BUY	$32.68 - $42.62 $41,176 - $53,701	1,260 Added 5.92%	22,560 $784,000
Q4 2022 Jan 20, 2023	BUY	$32.28 - $40.85 $50,841 - $64,338	1,575 Added 7.98%	21,300 $0
Q3 2022 Oct 20, 2022	BUY	$32.33 - $100.2 $90,524 - $280,560	2,800 Added 16.54%	19,725 $644,000
Q2 2022 Aug 11, 2022	BUY	$34.3 - $44.54 $160,695 - $208,669	4,685 Added 38.28%	16,925 $658,000
Q1 2022 Apr 28, 2022	BUY	$33.11 - $46.33 $405,266 - $567,079	12,240 New	12,240 $443,000

Others Institutions Holding UGI

# of Institutions

641

Shares Held

185M

Call Options Held

721K

Put Options Held

2.9M

View Full List

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...

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Naples Global Advisors, LLC Ugi Corp Transaction History