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DRP
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
SCM
Snyder Capital Management
San Francisco, California
$5.16B AUM
26.72%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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