Plante Moran Financial Advisors’s UGI UGI Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-35	Closed	-$1.16K	–	892
2025 Q3	$1.16K	Hold	35	–	–	﹤0.01%	696
2025 Q2	$1.27K	Buy	+35	New	+$1.2K	﹤0.01%	690
2018 Q2	–	Sell	-118	Closed	-$5K	–	972
2018 Q1	$5K	Hold	118	–	–	﹤0.01%	735
2017 Q4	$6K	Hold	118	–	–	﹤0.01%	690
2017 Q3	$6K	Hold	118	–	–	﹤0.01%	636
2017 Q2	$6K	Hold	118	–	–	﹤0.01%	650
2017 Q1	$6K	Buy	+118	New	+$5.61K	﹤0.01%	684
2016 Q2	–	Sell	-39	Closed	-$2K	–	940
2016 Q1	$2K	Buy	+39	New	+$1.41K	﹤0.01%	755
2014 Q3	–	Sell	-156	Closed	-$5K	–	854
2014 Q2	$5K	Hold	156	–	–	﹤0.01%	671
2014 Q1	$5K	Hold	156	–	–	0.01%	477
2013 Q4	$4K	Hold	156	–	–	﹤0.01%	566
2013 Q3	$4K	Hold	156	–	–	﹤0.01%	500
2013 Q2	$4K	Buy	+156	New	+$4.11K	﹤0.01%	481

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plante Moran Financial Advisors's UGI Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of UGI (UGI) in Q4 2025, closing a stake of 35 shares — an estimated $1.16K sold.

Plante Moran Financial Advisors first reported a position in UGI in Q2 2013 and held it in 13 quarters. The position peaked at $6K in Q4 2017. 613 funds tracked by Wall St. Rank hold UGI as of Q4 2025.

Plante Moran Financial Advisors reported no remaining UGI position as of Q4 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 35 UGI shares in Q4 2025, an estimated $1.16K.
Plante Moran Financial Advisors first reported a position in UGI in Q2 2013 and held it in 13 quarters.
Plante Moran Financial Advisors's UGI position peaked at $6K in Q4 2017.
613 funds tracked by Wall St. Rank held UGI as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.