Position in WMB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$711,788
+$123,913 QoQ
Shares Held
9,780
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 94.88752556237219.ToString("F0")%
Shared 0.ToString("F0")%
None 5.112474437627812.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026BRADLEY FOSTER & SARGENT INC/CT holds $81,116,921 across 10 Oil & Gas Midstream names. WMB ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRP |
Tc Energy Corp
|
442,065 | $27,673,269 | |
| 2 | ENB |
Enbridge Inc
|
500,945 | $27,121,162 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
365,180 | $12,244,485 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
213,241 | $8,069,039 | |
| 5 | OKE |
Oneok Inc /New/
|
40,811 | $3,688,906 | |
| 6 | MPLX |
Mplx LP
|
12,725 | $726,215 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
9,780 | $711,788 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
17,070 | $367,346 |
All Filings in WMB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $711,788 | 9,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $587,875 | 9,780 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $619,563 | 9,780 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $614,281 | 9,780 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $606,922 | 10,156 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $559,113 | 10,331 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $458,599 | 10,046 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $416,032 | 9,789 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $354,198 | 9,089 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,038,259 | 115,942 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,821,894 | 113,443 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,701,645 | 113,443 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $278,832 | 9,338 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $312,319 | 9,493 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $267,346 | 9,338 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $298,523 | 9,565 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $311,982 | 9,338 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||