Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,305,731
-$373,426 QoQ
Shares Held
125,178
-5.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#404
of 1,824 holders
Holding Since
Mar 2020
26 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, 2026BENJAMIN EDWARDS INC holds $64,404,156 across 12 Oil & Gas Midstream names. WMB ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
261,296 | $22,717,073 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
647,520 | $20,701,213 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
125,178 | $9,305,731 | |
| 4 | ENB |
Enbridge Inc
|
76,783 | $4,162,406 | |
| 5 | TNCAF |
Tc Energy Corp
|
34,630 | $2,295,622 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
30,281 | $1,113,129 | |
| 7 | TRGP |
Targa Resources Corp.
|
3,951 | $1,059,420 | |
| 8 | ET |
Energy Transfer LP
|
51,659 | $987,720 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,305,731 | 125,178 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $9,679,157 | 132,992 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,646,232 | 127,204 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $8,077,061 | 127,499 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $7,590,337 | 120,846 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,167,231 | 103,200 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,144,538 | 95,058 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,843,373 | 106,098 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $273,955 | 6,446 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $258,994 | 6,646 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $238,237 | 6,840 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $236,840 | 7,030 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $244,855 | 7,504 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $249,778 | 8,365 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $276,557 | 8,406 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $432,627 | 15,111 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $498,392 | 15,969 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $547,489 | 16,387 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $417,785 | 16,044 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $407,776 | 15,720 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $421,640 | 15,881 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $380,674 | 16,069 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $336,699 | 16,793 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $421,630 | 21,457 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $441,682 | 23,222 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $313,620 | 22,164 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||