Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$829,560
+$21,557 QoQ
Shares Held
11,159
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#933
of 1,824 holders
Holding Since
Sep 2021
20 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, 2026HBK Sorce Advisory LLC holds $4,125,980 across 9 Oil & Gas Midstream names. WMB ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
11,159 | $829,560 | |
| 2 | ENB |
Enbridge Inc
|
13,450 | $729,124 | |
| 3 | MPLX |
Mplx LP
|
11,720 | $660,187 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
15,067 | $553,862 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
10,997 | $351,574 | |
| 6 | OKE |
Oneok Inc /New/
|
3,926 | $341,326 | |
| 7 | ET |
Energy Transfer LP
|
16,769 | $320,623 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
1,166 | $278,685 |
All Filings in WMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,560 | 11,159 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $808,003 | 11,102 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $730,336 | 12,150 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $769,765 | 12,151 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $794,295 | 12,646 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $747,000 | 12,500 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $697,985 | 12,897 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $542,504 | 11,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $552,840 | 13,008 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $533,499 | 13,690 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $463,900 | 13,319 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $465,258 | 13,810 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $451,990 | 13,852 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $410,843 | 13,759 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $688,531 | 20,928 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $273,817 | 9,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,344 | 9,367 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $312,918 | 9,366 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $292,012 | 11,214 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $278,310 | 10,729 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||