WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WMB — Williams Companies, Inc.
CIK 1632972
PLYMOUTH, MN
Position in WMB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,583,395
+$506,730 QoQ
Shares Held
223,075
+1.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#296
of 1,824 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $203,939,582 across 30 Oil & Gas Midstream names. WMB ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
1,560,475 | $49,888,385 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
788,859 | $28,998,456 | |
| 3 | OKE |
Oneok Inc /New/
|
258,294 | $22,456,080 | |
| 4 | ET |
Energy Transfer LP
|
877,656 | $16,780,782 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
223,075 | $16,583,395 | |
| 6 | TRGP |
Targa Resources Corp.
|
61,222 | $16,416,067 | |
| 7 | ENB |
Enbridge Inc
|
284,342 | $15,414,179 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
52,246 | $12,487,316 |
All Filings in WMB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,583,395 | 223,075 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,076,665 | 220,894 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $25,060,520 | 416,911 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $27,889,710 | 440,248 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $27,687,590 | 440,815 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $24,081,307 | 402,967 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $17,098,456 | 315,936 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $10,047,610 | 220,101 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,412,492 | 197,941 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,549,969 | 193,738 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,810,867 | 195,546 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,429,332 | 190,838 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $1,319,184 | 46,077 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||