Bragg Financial Advisors, Inc
Holdings in UGI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $49,271,429 | 1,316,362 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $36,868,743 | 1,108,501 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $32,663,968 | 896,869 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $29,460,078 | 890,840 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $24,674,967 | 874,069 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $18,093,438 | 723,159 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $16,500,915 | 720,564 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $17,585,413 | 716,602 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $16,049,999 | 652,439 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $13,636,608 | 592,896 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $11,468,884 | 425,246 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $12,880,526 | 370,556 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $13,552,866 | 365,602 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $8,519,051 | 263,503 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $8,649,643 | 224,026 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $3,632,576 | 100,292 | Shares | Sole | 2022-05-11 |