A detailed history of Ballentine Partners, LLC transactions in Ugi Corp stock. As of the latest transaction made, Ballentine Partners, LLC holds 7,519 shares of UGI stock, worth $261,961. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,519
Previous 7,296 3.06%
Holding current value
$261,961
Previous $265,000 5.66%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$32.64 - $37.14 $7,278 - $8,282
223 Added 3.06%
7,519 $250,000
Q2 2025

Jul 15, 2025

BUY
$30.18 - $36.59 $8,872 - $10,757
294 Added 4.2%
7,296 $265,000
Q1 2025

May 01, 2025

BUY
$28.0 - $34.16 $196,056 - $239,188
7,002 New
7,002 $231,000

Others Institutions Holding UGI

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...
More about UGI
Track This Portfolio

Track Ballentine Partners, LLC Portfolio

Follow Ballentine Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballentine Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ballentine Partners, LLC with notifications on news.