Position in WMB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,912,365
-$70,156 QoQ
Shares Held
52,628
-3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#553
of 1,827 holders
Holding Since
Sep 2020
19 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, 2026Prospera Financial Services Inc holds $84,540,648 across 15 Oil & Gas Midstream names. WMB ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
935,668 | $34,395,155 | |
| 2 | ET |
Energy Transfer LP
|
1,062,395 | $20,312,992 | |
| 3 | SBR |
Sabine Royalty Trust
|
180,835 | $13,237,122 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
52,628 | $3,912,365 | |
| 5 | ENB |
Enbridge Inc
|
42,550 | $2,306,635 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
68,195 | $2,180,194 | |
| 7 | MPLX |
Mplx LP
|
34,547 | $1,946,032 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,108 | $1,459,873 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,912,365 | 52,628 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,982,521 | 54,720 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,896,390 | 64,821 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,026,716 | 63,563 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,891,833 | 61,962 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,194,052 | 53,448 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,047,438 | 19,354 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $626,044 | 13,714 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $543,872 | 12,797 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $510,545 | 13,101 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $380,448 | 10,923 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $735,183 | 21,822 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $721,384 | 22,108 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $656,322 | 21,980 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,549,261 | 47,090 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $509,585 | 17,799 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $104,241 | 3,340 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $174,834 | 5,233 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $69,168 | 3,520 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||