Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,497,337
+$976,171 QoQ
Shares Held
423,693
+1.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#207
of 1,824 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026NewEdge Advisors, LLC holds $152,967,769 across 37 Oil & Gas Midstream names. WMB ranks #1 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
423,693 | $31,497,337 | |
| 2 | ENB |
Enbridge Inc
|
390,485 | $21,168,191 | |
| 3 | ET |
Energy Transfer LP
|
928,614 | $17,755,099 | |
| 4 | OKE |
Oneok Inc /New/
|
186,541 | $16,217,874 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
414,550 | $15,238,858 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
374,966 | $11,987,663 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
31,479 | $7,523,795 | |
| 8 | MPLX |
Mplx LP
|
93,002 | $5,238,802 |
All Filings in WMB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,497,337 | 423,693 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $30,521,166 | 419,362 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $14,408,847 | 239,708 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,364,229 | 179,388 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $14,595,787 | 232,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,220,310 | 237,957 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,758,086 | 235,737 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,054,010 | 242,147 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,824,232 | 207,629 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $6,732,418 | 172,759 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,180,026 | 177,434 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,647,609 | 197,317 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,142,010 | 188,232 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,350,882 | 179,199 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,327,727 | 161,937 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,861,328 | 134,870 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,194,312 | 102,349 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,339,129 | 99,944 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,213,426 | 85,001 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $308,270 | 11,884 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $290,164 | 10,929 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $237,160 | 10,011 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||