Position in WMB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$348,431
-$32,572 QoQ
Shares Held
4,687
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,256
of 1,824 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Welch & Forbes LLC holds $4,720,665 across 7 Oil & Gas Midstream names. WMB ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLP |
Global Partners LP
|
37,420 | $1,743,397 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
34,416 | $1,265,132 | |
| 3 | ENB |
Enbridge Inc
|
10,702 | $580,155 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
4,687 | $348,431 | |
| 5 | ET |
Energy Transfer LP
|
14,226 | $272,001 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
8,169 | $261,162 | |
| 7 | OKE |
Oneok Inc /New/
|
2,880 | $250,387 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,431 | 4,687 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $381,003 | 5,235 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $335,714 | 5,585 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $416,526 | 6,575 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $471,640 | 7,509 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $430,809 | 7,209 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||