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Decade Renewable Partners’s UGI UGI Stock Holding History

Decade Renewable Partners’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-163,185
Closed -$4.61M – 42
2024
Q4 		$4.61M Sell
163,185
-23,494
-13% -$610K 2.25% 22
2024
Q3 		$4.67M Sell
186,679
-81,621
-30% -$1.97M 2.45% 22
2024
Q2 		$6.14M Buy
+268,300
New +$6.5M 3% 13

Other funds holding UGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Decade Renewable Partners's UGI Position: Q1 2025 in Review

Decade Renewable Partners sold out of UGI (UGI) in Q1 2025, closing a stake of 163,185 shares — an estimated $4.61M sold.

Decade Renewable Partners first reported a position in UGI in Q2 2024 and held it in 3 quarters. The position peaked at $6.14M in Q2 2024. 564 funds tracked by Wall St. Rank hold UGI as of Q1 2025.

  • Decade Renewable Partners reported no remaining UGI position as of Q1 2025 after selling out during the quarter.
  • Decade Renewable Partners sold 163,185 UGI shares in Q1 2025, an estimated $4.61M.
  • Decade Renewable Partners first reported a position in UGI in Q2 2024 and held it in 3 quarters.
  • Decade Renewable Partners's UGI position peaked at $6.14M in Q2 2024.
  • 564 funds tracked by Wall St. Rank held UGI as of Q1 2025.

Based on Decade Renewable Partners's 13F filing for Q1 2025, filed 15 May 2025.