Position in WMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,505,440
-$535,294 QoQ
Shares Held
100,961
-8.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#436
of 1,824 holders
Holding Since
Jun 2021
21 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, 2026Atria Investments, Inc holds $34,409,901 across 18 Oil & Gas Midstream names. WMB ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
100,961 | $7,505,440 | |
| 2 | ENB |
Enbridge Inc
|
103,109 | $5,589,538 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
14,343 | $3,428,120 | |
| 4 | TNCAF |
Tc Energy Corp
|
50,446 | $3,344,065 | |
| 5 | TRGP |
Targa Resources Corp.
|
12,297 | $3,297,317 | |
| 6 | OKE |
Oneok Inc /New/
|
31,072 | $2,701,399 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
78,927 | $2,523,296 | |
| 8 | DTM |
DT Midstream, Inc.
|
11,398 | $1,672,542 |
All Filings in WMB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,505,440 | 100,961 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,040,734 | 110,480 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,747,878 | 128,895 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,306,621 | 146,908 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,203,549 | 146,530 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,896,829 | 148,876 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,551,525 | 139,533 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,696,170 | 146,685 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,469,545 | 175,754 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,471,718 | 191,730 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $6,813,932 | 195,634 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,076,227 | 180,357 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,616,634 | 172,131 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,890,052 | 163,766 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,431,493 | 165,091 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,260,802 | 148,823 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,184,730 | 134,083 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,428,963 | 132,564 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,723,743 | 66,196 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,487,114 | 57,329 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,441,665 | 54,300 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||