Beirne Wealth Consulting Services, LLC UGI — UGI CORP NEW

Ownership history in Beirne Wealth Consulting Services, LLC  ·  20 quarters on record

AI Ownership Summary

Beirne Wealth Consulting Services, LLC reported UGI CORP NEW (UGI) in 20 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows UGI at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beirne Wealth Consulting Services, LLC's position in UGI CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UGI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UGI stock page Beirne Wealth Consulting Services, LLC fund profile Beirne Wealth Consulting Services, LLC full holdings
How Beirne Wealth Consulting Services, LLC held UGI — position size vs. price
% of Fund (quarterly)    UGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,624 -400 -5.7% 0.05% $231K 2026-07-15 $36.22
2026 Q1 UNCHANGED — — — 7,024 — 0% 0.07% $258K 2026-04-30 $35.70
2025 Q4 REDUCED 5.9% -1.7% ✅ 7,024 -440 -5.9% 0.08% $266K 2026-01-29 $39.76
2025 Q3 ADDED — — — 7,464 +440 +6.3% 0.06% $251K 2025-11-07 $32.92
2025 Q2 UNCHANGED — — — 7,024 — 0% 0.08% $258K 2025-08-04 $35.37
2025 Q1 REDUCED 6.6% +11.3% ❌ 7,024 -500 -6.6% 0.08% $235K 2025-05-01 $31.39
2024 Q4 ADDED — — — 7,524 +1,524 +25.4% 0.08% $215K 2025-01-31 $28.84
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UGI

As of 2026 Q2 — sorted by position size

Hamlin Capital Management, LLC 3Y 7Y 2.06% Bill Few Associates, Inc. 3Y 0.67% Cutter & CO Brokerage, Inc. 3Y 7Y 0.65% ROFFMAN MILLER ASSOCIATES INC /PA/ 3Y 7Y 0.6% BURNEY CO/ 3Y 7Y 0.39% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.24% MILLINGTON SECURITIES, LLC 0.22% CLARK FINANCIAL SERVICES GROUP INC /BD 3Y 0.18% Investors Research Corp 3Y 7Y 0.17% Partnership Wealth Management, LLC 0.16%

FAQ About Beirne Wealth Consulting Services, LLC and UGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beirne Wealth Consulting Services, LLC reported owning UGI?

Beirne Wealth Consulting Services, LLC reported UGI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported UGI position in Beirne Wealth Consulting Services, LLC's portfolio?

The largest reported portfolio weight for UGI was 0.08% in 2025 Q2.

What is the latest reported UGI position on this page?

The most recent filing on this page is 2026 Q2, when Beirne Wealth Consulting Services, LLC reported 6,624 shares, equal to 0.05% of portfolio, with an estimated market value of $231K.

What does the chart on this UGI ownership page compare?

The chart compares Beirne Wealth Consulting Services, LLC's quarterly UGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beirne Wealth Consulting Services, LLC time their UGI position?

Based on 13F filing dates vs. subsequent UGI price moves, Beirne Wealth Consulting Services, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on UGI relative to SPY over the holding period was -6.0%.

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