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Hamel Associates’s UGI UGI Stock Holding History

Hamel Associates’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
2026
Q2 		$259K Buy
+7,500
New +$265K 0.07% 80

Other funds holding UGI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Hamel Associates's UGI Position: Q2 2026 in Review

Hamel Associates opened a new position in UGI (UGI) in Q2 2026: 7,500 shares worth $259K. The stake represents 0.07% of the portfolio and ranks #80 among its holdings.

217 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Hamel Associates held 7,500 shares of UGI worth $259K as of Q2 2026.
  • UGI was a new Hamel Associates position in Q2 2026.
  • UGI made up 0.07% of Hamel Associates's portfolio in Q2 2026, its #80 holding.
  • 217 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.