Position in WMB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,517,303
+$817,253 QoQ
Shares Held
89,548
-5.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.3763344798320454.ToString("F0")%
Shared 0.ToString("F0")%
None 99.62366552016796.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Allworth Financial LP holds $49,282,264 across 43 Oil & Gas Midstream names. WMB ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
130,922 | $11,834,039 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
334,526 | $11,216,656 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
89,548 | $6,517,303 | |
| 4 | ENB |
Enbridge Inc
|
82,378 | $4,459,944 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
113,010 | $4,276,298 | |
| 6 | ET |
Energy Transfer LP
|
146,731 | $2,831,908 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
9,315 | $2,643,224 | |
| 8 | MPLX |
Mplx LP
|
28,549 | $1,629,291 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,517,303 | 89,548 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,700,050 | 94,827 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,516,687 | 102,868 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $6,092,130 | 96,993 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,859,898 | 64,590 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,142,773 | 39,593 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,025,664 | 22,468 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,595,620 | 37,544 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,015,908 | 26,069 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $916,446 | 26,312 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $597,491 | 17,735 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $445,822 | 13,663 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $386,806 | 12,954 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $381,311 | 11,590 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $325,637 | 11,374 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $348,334 | 11,161 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $273,895 | 8,198 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $179,233 | 6,883 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $142,903 | 5,509 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $48,586 | 1,830 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $41,954 | 1,771 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $30,075 | 1,500 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $29,475 | 1,500 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $28,530 | 1,500 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $21,225 | 1,500 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||