Position in WMB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$31,005,429
+$1,999,907 QoQ
Shares Held
417,076
+4.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#213
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $254,153,493 across 16 Oil & Gas Midstream names. WMB ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
1,482,667 | $128,903,068 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
417,076 | $31,005,429 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
885,041 | $28,294,760 | |
| 4 | ENB |
Enbridge Inc
|
413,968 | $22,441,204 | |
| 5 | TRGP |
Targa Resources Corp.
|
63,290 | $16,970,580 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
42,024 | $10,044,156 | |
| 7 | TNCAF |
Tc Energy Corp
|
117,085 | $7,761,564 | |
| 8 | PBA |
Pembina Pipeline Corp
|
102,731 | $4,751,308 |
All Filings in WMB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,005,429 | 417,076 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $29,005,522 | 398,537 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,359,597 | 371,978 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $44,077,599 | 695,779 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $43,797,538 | 697,302 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $44,003,200 | 736,332 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $40,831,320 | 754,459 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $35,584,265 | 779,502 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $27,283,172 | 641,957 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $21,989,407 | 564,265 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $10,012,092 | 287,456 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $7,792,598 | 231,303 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $8,629,166 | 264,455 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $8,641,931 | 289,415 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $5,885,349 | 178,886 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $7,043,093 | 246,004 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $8,087,946 | 259,146 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $10,112,204 | 302,670 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $9,019,031 | 346,353 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $10,798,147 | 416,274 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $11,885,611 | 447,669 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $10,118,709 | 427,130 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $5,995,531 | 299,029 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $18,433,645 | 938,099 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $17,842,642 | 938,099 | Shares | Sole | 2025-12-29 | |
| 2020-03-31 | $13,445,329 | 950,200 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||