Position in WMB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$117,252,000
+$24,926,407 QoQ
Shares Held
1,611,047
+4.9% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 64.93640400900372.ToString("F0")%
Shared 2.5900141351750663.ToString("F0")%
None 32.473581855821216.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Focus Partners Wealth holds $500,605,294 across 30 Oil & Gas Midstream names. WMB ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
5,171,198 | $173,390,268 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
1,611,047 | $117,252,000 | |
| 3 | OKE |
Oneok Inc /New/
|
662,040 | $59,841,795 | |
| 4 | DTM |
DT Midstream, Inc.
|
288,217 | $38,814,183 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
1,025,113 | $38,790,275 | |
| 6 | ENB |
Enbridge Inc
|
343,605 | $18,602,774 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
57,857 | $16,417,502 | |
| 8 | PAA |
Plains All American Pipeline LP
|
654,266 | $14,609,759 |
All Filings in WMB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,252,000 | 1,611,047 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $92,325,593 | 1,535,944 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,324,074 | 715,455 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,073,215 | 669,849 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,676,397 | 663,929 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $35,569,287 | 657,230 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $30,296,215 | 663,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $912,900 | 21,480 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $294,730 | 7,563 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $237,122 | 6,808 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||