MONETA GROUP INVESTMENT ADVISORS LLC
Position in WMB — Williams Companies, Inc.
CIK 1120927
ST LOUIS, MO
Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,066,940
+$134,422 QoQ
Shares Held
68,159
+0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#498
of 1,824 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $52,959,607 across 10 Oil & Gas Midstream names. WMB ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,352,643 | $25,862,534 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
171,614 | $6,308,530 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
68,159 | $5,066,940 | |
| 4 | TRGP |
Targa Resources Corp.
|
17,957 | $4,814,989 | |
| 5 | MPLX |
Mplx LP
|
66,583 | $3,750,620 | |
| 6 | OKE |
Oneok Inc /New/
|
42,948 | $3,733,899 | |
| 7 | ENB |
Enbridge Inc
|
40,375 | $2,188,728 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
22,949 | $733,679 |
All Filings in WMB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,066,940 | 68,159 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,932,518 | 67,773 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,091,447 | 68,066 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,249,391 | 67,078 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,153,436 | 66,127 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,939,319 | 65,919 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,531,492 | 65,253 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,883,436 | 63,164 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,687,487 | 63,235 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,414,776 | 61,965 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,417,585 | 69,411 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,244,023 | 66,608 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,158,409 | 66,148 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,964,190 | 65,780 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,202,490 | 66,945 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,878,013 | 65,596 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,149,994 | 68,888 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,233,993 | 66,866 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,734,993 | 66,628 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,732,999 | 66,808 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,778,000 | 66,968 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,571,002 | 66,315 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,329,996 | 66,334 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,191,006 | 60,611 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||