Position in WMB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,270,619
-$265,766 QoQ
Shares Held
17,092
-19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#810
of 1,824 holders
Holding Since
Dec 2021
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, 2026Arete Wealth Advisors, LLC holds $8,854,072 across 7 Oil & Gas Midstream names. WMB ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
82,955 | $2,652,071 | |
| 2 | OKE |
Oneok Inc /New/
|
17,056 | $1,482,848 | |
| 3 | ET |
Energy Transfer LP
|
70,409 | $1,346,220 | |
| 4 | WMB |
Williams Companies, Inc.
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|
17,092 | $1,270,619 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
20,039 | $736,633 | |
| 6 | MPLX |
Mplx LP
|
12,439 | $700,688 | |
| 7 | LPG |
Dorian Lpg Ltd.
|
19,120 | $664,993 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,270,619 | 17,092 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,536,385 | 21,110 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,304,326 | 21,699 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,396,107 | 22,038 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,360,715 | 21,664 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,296,911 | 21,702 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,145,774 | 21,171 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $421,988 | 9,244 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $390,192 | 9,181 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $521,496 | 13,382 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $621,750 | 17,851 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $438,711 | 13,022 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $453,002 | 13,883 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $591,735 | 19,817 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $561,964 | 17,081 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $494,755 | 17,281 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $223,588 | 7,164 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $262,435 | 7,855 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $204,804 | 7,865 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||