Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,205,042
-$68,817 QoQ
Shares Held
56,565
-3.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#530
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $21,893,371 across 14 Oil & Gas Midstream names. WMB ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
155,026 | $4,956,181 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
56,565 | $4,205,042 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
71,867 | $2,641,830 | |
| 4 | PAGP |
Plains Gp Holdings LP
|
107,159 | $2,600,748 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
9,200 | $2,198,892 | |
| 6 | OKE |
Oneok Inc /New/
|
12,185 | $1,059,363 | |
| 7 | ET |
Energy Transfer LP
|
53,755 | $1,027,795 | |
| 8 | PAA |
Plains All American Pipeline LP
|
29,646 | $659,919 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,205,042 | 56,565 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,273,859 | 58,723 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $964,404 | 16,044 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,049,329 | 16,564 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,044,655 | 16,632 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,041,078 | 17,421 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $909,648 | 16,808 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $794,081 | 17,395 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $716,890 | 16,868 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $668,101 | 17,144 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $588,383 | 16,893 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $525,597 | 15,601 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $534,153 | 16,370 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,303,120 | 43,641 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,525,836 | 46,378 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $610,849 | 21,336 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $508,473 | 16,292 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $531,619 | 15,912 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $609,336 | 23,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $404,664 | 15,600 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $414,126 | 15,598 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $319,696 | 13,495 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $270,654 | 13,499 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $279,914 | 14,245 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $274,325 | 14,423 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $203,151 | 14,357 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||