Position in WMB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,654,639
+$1,102,219 QoQ
Shares Held
91,435
-1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $99,714,818 across 15 Oil & Gas Midstream names. WMB ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
658,241 | $22,070,820 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
476,594 | $18,034,316 | |
| 3 | OKE |
Oneok Inc /New/
|
176,948 | $15,994,329 | |
| 4 | ENB |
Enbridge Inc
|
184,328 | $9,979,517 | |
| 5 | ET |
Energy Transfer LP
|
397,089 | $7,663,817 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
91,435 | $6,654,639 | |
| 7 | TRGP |
Targa Resources Corp.
|
25,427 | $6,375,311 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
12,673 | $3,596,090 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,654,639 | 91,435 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,552,420 | 92,371 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,873,685 | 92,718 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,019,207 | 95,832 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,745,206 | 96,138 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,943,724 | 72,870 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,524,545 | 77,208 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,275,942 | 77,081 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,105,636 | 79,693 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,889,636 | 82,964 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,786,398 | 82,707 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,720,297 | 83,368 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,386,321 | 79,917 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,549,618 | 77,496 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,212,984 | 77,296 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,276,675 | 72,947 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,237,634 | 66,975 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,757,726 | 67,501 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,638,889 | 63,180 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,540,404 | 58,019 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,248,605 | 52,706 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $807,172 | 40,258 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $898,673 | 45,734 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,113,354 | 58,536 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,030,912 | 72,856 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||