Lee Financial Co

Position in WMB — Williams Companies, Inc.

CIK 1391166 Dallas, TX

Position in WMB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,701,121

+$29,583 QoQ

Shares Held

22,883

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#737

of 1,827 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Energy · as of Jun 30, 2026

Lee Financial Co holds $10,829,613 across 12 Oil & Gas Midstream names. WMB ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	21,862	$1,900,681
2	EPD	Enterprise Products Partners L.P.	51,357	$1,887,883
3	WMB	Williams Companies, Inc. This page	22,883	$1,701,121
4	VNOM	Viper Energy, Inc.	33,218	$1,408,443
5	ENB	Enbridge Inc	19,668	$1,066,201
6	ET	Energy Transfer LP	40,304	$770,612
7	PAA	Plains All American Pipeline LP	21,976	$489,185
8	MPLX	Mplx LP	7,778	$438,134

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,701,121	22,883	-0.4%	Shares	Sole	2026-07-22
2026-03-31	$1,671,538	22,967	+166.8%	Shares	Sole	2026-04-13
2025-12-31	$517,486	8,609	-51.0%	Shares	Sole	2026-01-22
2025-09-30	$1,114,072	17,586	+102.7%	Shares	Other	2025-11-04
2025-06-30	$544,939	8,676	+13.1%	Shares	Sole	2025-07-24
2025-03-31	$458,238	7,668	-28.5%	Shares	Other	2025-05-13
2024-12-31	$580,111	10,719	0.0%	Shares	Sole	2025-01-30
2024-09-30	$489,322	10,719	+38.5%	Shares	Other	2024-11-14
2024-06-30	$328,992	7,741	+2.8%	Shares	Sole	2024-08-14
2024-03-31	$293,327	7,527	+2.0%	Shares	Sole	2024-05-15
2023-12-31	$257,115	7,382	+5.2%	Shares	Sole	2024-02-08
2023-09-30	$236,368	7,016	0.0%	Shares	Sole	2023-11-09
2023-06-30	$228,931	7,016	+12.7%	Shares	Sole	2023-08-08
2023-03-31	$185,818	6,223	-6.1%	Shares	Sole	2023-05-15
2022-12-31	$217,962	6,625	0.0%	Shares	Sole	2023-02-09
2022-09-30	$189,673	6,625	+0.2%	Shares	Sole	2022-11-02
2022-06-30	$206,328	6,611	+6.7%	Shares	Sole	2022-08-10
2022-03-31	$206,974	6,195	+30.4%	Shares	Other	2022-05-11
2021-12-31	$123,715	4,751	0.0%	Shares	Other	2022-02-08
2021-09-30	$123,240	4,751	-8.4%	Shares	Other	2021-11-12
2021-06-30	$137,687	5,186	-25.1%	Shares	Other	2021-08-04
2021-03-31	$164,076	6,926	+6.1%	Shares	Other	2021-05-13
2020-12-31	$130,845	6,526	-1.8%	Shares	Other	2021-02-12
2020-09-30	$130,652	6,649	+200.7%	Shares	Other	2020-11-03
2020-06-30	$42,052	2,211	-17.3%	Shares	Other	2020-08-11
2020-03-31	$37,808	2,672	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.