Position in WMB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$76,198
+$4,874 QoQ
Shares Held
1,025
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,583
of 1,827 holders
Holding Since
Mar 2020
26 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, 2026JNBA Financial Advisors holds $628,577 across 15 Oil & Gas Midstream names. WMB ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
8,195 | $444,250 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
1,025 | $76,198 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
1,323 | $48,633 | |
| 4 | OKE |
Oneok Inc /New/
|
219 | $19,039 | |
| 5 | PBT |
Permian Basin Royalty Trust
|
579 | $14,498 | |
| 6 | TNCAF |
Tc Energy Corp
|
186 | $12,329 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
114 | $3,644 | |
| 8 | TRGP |
Targa Resources Corp.
|
12 | $3,217 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,198 | 1,025 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $71,324 | 980 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $58,907 | 980 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $70,952 | 1,120 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $70,347 | 1,120 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $66,931 | 1,120 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $60,614 | 1,120 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $51,128 | 1,120 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $54,655 | 1,286 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $50,115 | 1,286 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $44,791 | 1,286 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $58,283 | 1,730 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $41,113 | 1,260 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $42,460 | 1,422 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $32,242 | 980 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $28,057 | 980 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $30,585 | 980 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $32,741 | 980 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $30,727 | 1,180 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $30,609 | 1,180 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $31,329 | 1,180 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $27,954 | 1,180 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $23,659 | 1,180 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $23,187 | 1,180 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $22,443 | 1,180 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $16,697 | 1,180 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||