Position in WMB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,995,386
+$2,779,542 QoQ
Shares Held
137,337
+14.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.17%
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, 2026Advisors Asset Management, Inc. holds $150,751,868 across 20 Oil & Gas Midstream names. WMB ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNOM |
Viper Energy, Inc.
|
307,159 | $14,433,401 | |
| 2 | OKE |
Oneok Inc /New/
|
150,892 | $13,639,127 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
378,864 | $12,703,309 | |
| 4 | KNTK |
Kinetik Holdings Inc.
|
260,977 | $12,633,896 | |
| 5 | ENB |
Enbridge Inc
|
226,520 | $12,263,792 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
137,337 | $9,995,386 | |
| 7 | WES |
Western Midstream Partners, LP
|
242,458 | $9,981,995 | |
| 8 | PAA |
Plains All American Pipeline LP
|
436,629 | $9,749,925 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,995,386 | 137,337 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,215,844 | 120,044 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,993,079 | 110,388 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,043,075 | 96,212 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,427,522 | 90,822 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,322,027 | 116,815 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,297,737 | 137,957 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,257,385 | 170,762 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,223,371 | 211,018 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,565,254 | 245,916 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,623,359 | 255,962 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,100,789 | 248,262 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,989,330 | 234,070 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,749,270 | 205,145 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,071,352 | 246,991 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,758,930 | 312,686 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $13,030,033 | 390,004 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $12,754,886 | 489,819 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,570,446 | 484,597 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,394,708 | 466,844 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $11,700,538 | 493,902 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $8,608,487 | 429,351 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,944,436 | 404,297 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,966,450 | 418,846 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,279,152 | 373,085 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||