NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in WMB — Williams Companies, Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in WMB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,940,571
+$76,239 QoQ
Shares Held
26,104
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#701
of 1,824 holders
Holding Since
Mar 2022
18 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $30,441,852 across 9 Oil & Gas Midstream names. WMB ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
247,164 | $9,085,748 | |
| 2 | ET |
Energy Transfer LP
|
295,660 | $5,653,019 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
136,822 | $4,374,199 | |
| 4 | OKE |
Oneok Inc /New/
|
33,845 | $2,942,484 | |
| 5 | VNOM |
Viper Energy, Inc.
|
67,632 | $2,867,596 | |
| 6 | AM |
Antero Midstream Corp
|
107,246 | $2,439,846 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
26,104 | $1,940,571 | |
| 8 | ENB |
Enbridge Inc
|
16,211 | $878,798 |
All Filings in WMB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,940,571 | 26,104 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,864,332 | 25,616 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,535,269 | 25,541 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,577,161 | 24,896 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,564,471 | 24,908 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,431,491 | 23,954 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,163,688 | 21,502 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $981,201 | 21,494 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $634,482 | 14,929 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $566,234 | 14,530 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $506,079 | 14,530 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $476,039 | 14,130 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $441,483 | 13,530 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $404,005 | 13,530 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $455,007 | 13,830 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $397,384 | 13,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $423,831 | 13,580 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $477,428 | 14,290 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||