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Ancora Advisors, LLC

SEC CIK
0001446114
Latest filing
Aug 14, 2026

UGI holding history

Ugi Corp in every 13F filed by Ancora Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UGI overviewAll 13F holders of UGIFull Q2 2026 holdings

Shares (Q2 2026)
327,381
Value
$11.3M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of UGI by Ancora Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026327,381$11.3M0.2%−67,978−17.2%ReducedHolders
Q1 2026395,359$14.4M0.3%−6,950−1.7%ReducedHolders
Q4 2025402,309$15.1M0.3%−117,653−22.6%ReducedHolders
Q3 2025519,962$17.3M0.3%−2,420−0.5%ReducedHolders
Q2 2025522,382$19.0M0.4%+16,892+3.3%AddedHolders
Q1 2025505,490$16.7M0.4%+30,060+6.3%AddedHolders
Q4 2024475,430$13.4M0.3%+424,160+827.3%AddedHolders
Q3 202451,270$1.28M<0.1%+51,270NewHolders
Q2 20240$00.0%−66,340−100.0%Sold outHolders
Q1 202466,340$1.63M<0.1%−31,450−32.2%ReducedHolders
Q4 202397,790$2.41M0.1%+58,930+151.6%AddedHolders
Q3 202338,860$893.8K<0.1%+38,860NewHolders
Q1 20230$00.0%−8,844−100.0%Sold outHolders
Q4 20228,844$328.0K<0.1%−825−8.5%ReducedHolders
Q3 20229,669$313.0K<0.1%−40,060−80.6%ReducedHolders
Q2 202249,729$1.92M0.1%−129,830−72.3%ReducedHolders
Q1 2022179,559$6.50M0.2%−114,388−38.9%ReducedHolders
Q4 2021293,947$13.5M0.3%−53,110−15.3%ReducedHolders
Q3 2021347,057$14.8M0.4%+4,897+1.4%AddedHolders
Q2 2021342,160$15.8M0.4%−2,295−0.7%ReducedHolders
Q1 2021344,455$14.1M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.