Position in WMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$399,131
-$56,617 QoQ
Shares Held
5,369
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,209
of 1,824 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,063,257 across 8 Oil & Gas Midstream names. WMB ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
44,164 | $3,839,618 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
34,752 | $1,277,483 | |
| 3 | ENB |
Enbridge Inc
|
13,029 | $706,302 | |
| 4 | ET |
Energy Transfer LP
|
33,356 | $637,766 | |
| 5 | TRP |
Tc Energy Corp
|
8,838 | $585,871 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
5,369 | $399,131 | |
| 7 | PAA |
Plains All American Pipeline LP
|
16,500 | $367,290 | |
| 8 | PBA |
Pembina Pipeline Corp
|
5,401 | $249,796 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,131 | 5,369 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $455,748 | 6,262 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $432,611 | 7,197 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $455,866 | 7,196 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $454,179 | 7,231 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $451,247 | 7,551 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $375,538 | 6,939 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $404,687 | 8,865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $428,400 | 10,080 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $423,214 | 10,860 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $286,616 | 8,229 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $284,107 | 8,433 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $306,558 | 9,395 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $271,457 | 9,091 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $302,186 | 9,185 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $248,880 | 8,693 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $333,416 | 10,683 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $376,564 | 11,271 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $293,444 | 11,269 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $293,199 | 11,303 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $301,661 | 11,362 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $226,594 | 9,565 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $241,518 | 12,291 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $281,400 | 14,795 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $243,691 | 17,222 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||