Dakota Wealth Management
Position in WMB — Williams Companies, Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$556,806
+$14,814 QoQ
Shares Held
7,490
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,074
of 1,827 holders
Holding Since
Mar 2024
10 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, 2026Dakota Wealth Management holds $11,398,723 across 6 Oil & Gas Midstream names. WMB ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
206,278 | $6,594,707 | |
| 2 | ENB |
Enbridge Inc
|
31,465 | $1,705,717 | |
| 3 | PAGP |
Plains Gp Holdings LP
|
40,167 | $974,853 | |
| 4 | KNTK |
Kinetik Holdings Inc.
|
17,035 | $823,471 | |
| 5 | FLNG |
Flex LNG Ltd.
|
26,485 | $743,169 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
7,490 | $556,806 |
All Filings in WMB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,806 | 7,490 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $541,992 | 7,447 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 | $1,187,953 | 19,763 | Shares | Defined | 2026-08-26 | |
| 2025-09-30 | $1,203,776 | 19,002 | Shares | Defined | 2026-08-26 | |
| 2025-06-30 | $4,972,730 | 79,171 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,185,220 | 19,833 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,127,319 | 20,830 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,159,510 | 25,400 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $1,123,742 | 26,441 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,038,472 | 26,648 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||