WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WMB — Williams Companies, Inc.
CIK 1632972
PLYMOUTH, MN
Position in WMB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$16,076,665
-$8,983,855 QoQ
Shares Held
220,894
-47.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 4.945380795226648.ToString("F0")%
Shared 0.ToString("F0")%
None 95.05461920477335.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $205,516,332 across 28 Oil & Gas Midstream names. WMB ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
1,473,918 | $49,420,470 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
838,506 | $31,729,067 | |
| 3 | OKE |
Oneok Inc /New/
|
234,479 | $21,194,556 | |
| 4 | ENB |
Enbridge Inc
|
306,217 | $16,578,588 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
220,894 | $16,076,665 | |
| 6 | ET |
Energy Transfer LP
|
817,514 | $15,778,020 | |
| 7 | TRGP |
Targa Resources Corp.
|
58,502 | $14,668,206 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
48,699 | $13,818,828 |
All Filings in WMB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||