Position in WMB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$342,153,190
+$86,306,457 QoQ
Shares Held
4,701,198
+10.5% QoQ
Ownership
0.384%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 78.35057636579859.ToString("F0")%
Shared 0.ToString("F0")%
None 21.649423634201415.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $2,719,211,748 across 24 Oil & Gas Midstream names. WMB ranks #1 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
4,701,198 | $342,153,190 | |
| 2 | ET |
Energy Transfer LP
|
16,984,384 | $327,798,611 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
7,756,161 | $260,064,078 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
749,722 | $212,741,114 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
5,496,068 | $207,971,213 | |
| 6 | ENB |
Enbridge Inc
|
3,754,855 | $203,287,849 | |
| 7 | TRGP |
Targa Resources Corp.
|
602,242 | $151,000,136 | |
| 8 | DTM |
DT Midstream, Inc.
|
1,075,249 | $144,803,782 |
All Filings in WMB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,153,190 | 4,701,198 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $255,846,733 | 4,256,309 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $262,500,100 | 4,143,648 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $258,250,035 | 4,111,607 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $243,205,391 | 4,069,702 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $227,597,546 | 4,205,424 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $199,167,754 | 4,362,930 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $165,663,512 | 3,897,965 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $152,017,059 | 3,900,874 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $146,873,965 | 4,216,881 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $116,730,628 | 3,464,845 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $122,864,218 | 3,765,376 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $131,339,837 | 4,398,521 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $140,077,343 | 4,257,670 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,027,645 | 35,894 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,417,995 | 45,434 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,658,472 | 49,640 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,158,884 | 44,504 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $1,189,141 | 45,842 | Shares | Defined | 2021-11-12 | |
| 2020-06-30 | $1,981,864 | 104,199 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,973,175 | 139,447 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||