Creative Planning

Position in WMB — Williams Companies, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in WMB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$31,457,699

+$8,396,799 QoQ

Shares Held

432,230

+12.7% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.5978298591027925.ToString("F0")% Shared 0.ToString("F0")% None 99.40217014089721.ToString("F0")%

Energy · as of Mar 31, 2026

Creative Planning holds $316,603,010 across 36 Oil & Gas Midstream names. WMB ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEL	Genesis Energy LP	3,105,883	$55,377,893
2	EPD	Enterprise Products Partners L.P.	962,240	$36,411,161
3	WMB	Williams Companies, Inc. This page	432,230	$31,457,699
4	OKE	Oneok Inc /New/	347,276	$31,390,277
5	KMI	Kinder Morgan, Inc.	830,164	$27,835,398
6	ET	Energy Transfer LP	1,174,396	$22,665,842
7	ENB	Enbridge Inc	392,078	$21,227,102
8	LNG	Cheniere Energy, Inc.	69,722	$19,784,314

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,457,699	432,230	+12.7%	Shares	Defined	2026-05-12
2025-12-31	$23,060,900	383,645	+5.6%	Shares	Sole	2026-02-17
2025-09-30	$23,011,697	363,247	+27.9%	Shares	Sole	2025-11-14
2025-06-30	$17,841,619	284,057	+13.1%	Shares	Sole	2025-08-08
2025-03-31	$15,002,508	251,046	+15.6%	Shares	Sole	2025-05-15
2024-12-31	$11,750,480	217,119	+9.1%	Shares	Defined	2025-02-14
2024-09-30	$9,086,449	199,046	+9.9%	Shares	Defined	2024-10-11
2024-06-30	$7,695,174	181,063	+13.5%	Shares	Defined	2024-08-15
2024-03-31	$6,218,013	159,559	+10.5%	Shares	Sole	2024-05-13
2023-12-31	$5,030,844	144,440	+8.0%	Shares	Defined	2024-02-14
2023-09-30	$4,506,575	133,766	-9.0%	Shares	Defined	2023-11-16
2023-06-30	$4,796,282	146,990	-55.0%	Shares	Sole	2023-07-21
2023-03-31	$9,762,666	326,948	+165.6%	Shares	Sole	2023-05-15
2022-12-31	$4,049,167	123,075	+1.8%	Shares	Sole	2023-02-10
2022-09-30	$3,460,737	120,878	+14.4%	Shares	Sole	2022-11-03
2022-06-30	$3,298,397	105,684	+15.4%	Shares	Sole	2022-08-15
2022-03-31	$3,059,854	91,585	-0.9%	Shares	Sole	2022-05-16
2021-12-31	$2,407,398	92,450	-18.0%	Shares	Sole	2022-02-11
2021-09-30	$2,923,515	112,703	-3.6%	Shares	Sole	2021-11-10
2021-06-30	$3,102,818	116,867	+15.5%	Shares	Sole	2021-08-04
2021-03-31	$2,396,954	101,180	+30.7%	Shares	Sole	2021-04-30
2020-12-31	$1,552,732	77,443	-10.7%	Shares	Sole	2021-01-29
2020-09-30	$1,704,794	86,758	+7.9%	Shares	Sole	2020-11-05
2020-06-30	$1,529,112	80,395	-75.5%	Shares	Sole	2020-07-23
2020-03-31	$4,639,035	327,847	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.