Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,106,049
+$2,320,653 QoQ
Shares Held
257,009
+11.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#270
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026MAI Capital Management holds $132,648,932 across 18 Oil & Gas Midstream names. WMB ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
2,201,342 | $42,089,658 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
668,865 | $24,587,476 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
257,009 | $19,106,049 | |
| 4 | TRGP |
Targa Resources Corp.
|
59,187 | $15,870,402 | |
| 5 | ENB |
Enbridge Inc
|
144,819 | $7,850,637 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
178,720 | $5,713,678 | |
| 7 | OKE |
Oneok Inc /New/
|
53,849 | $4,681,631 | |
| 8 | MPLX |
Mplx LP
|
68,959 | $3,884,460 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,106,049 | 257,009 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,785,396 | 230,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,479,707 | 57,889 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,621,402 | 57,165 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,730,601 | 43,474 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,454,582 | 41,074 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,191,643 | 40,496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,668,416 | 36,548 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,983,985 | 46,682 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,804,739 | 46,311 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,512,562 | 43,427 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,415,485 | 42,015 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,397,999 | 42,844 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,201,775 | 40,247 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,275,664 | 38,774 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,139,788 | 39,811 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $948,752 | 30,399 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,007,946 | 30,169 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $578,088 | 22,200 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $593,507 | 22,880 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $820,527 | 30,905 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $849,736 | 35,869 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,243,721 | 62,031 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,426,845 | 72,613 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,610,290 | 84,663 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,356,150 | 95,841 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||