Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,577,953
+$4,014,494 QoQ
Shares Held
75,033
+249.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#479
of 1,824 holders
Holding Since
Mar 2020
23 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, 2026Wealthspire Advisors, LLC holds $14,205,169 across 10 Oil & Gas Midstream names. WMB ranks #1 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
75,033 | $5,577,953 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
80,761 | $2,968,774 | |
| 3 | OKE |
Oneok Inc /New/
|
27,002 | $2,347,553 | |
| 4 | ET |
Energy Transfer LP
|
53,380 | $1,020,625 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
25,860 | $826,744 | |
| 6 | ENB |
Enbridge Inc
|
7,669 | $415,736 | |
| 7 | TRGP |
Targa Resources Corp.
|
1,313 | $352,067 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
1,471 | $351,583 |
All Filings in WMB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,577,953 | 75,033 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,563,459 | 21,482 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,610,767 | 26,797 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,391,102 | 21,959 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,593,050 | 25,363 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,810,369 | 30,294 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,782,875 | 32,943 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,630,891 | 35,726 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,508,410 | 35,492 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,499,058 | 38,467 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,421,621 | 40,816 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,441,864 | 42,798 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $553,535 | 16,964 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $508,485 | 17,029 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $658,954 | 20,029 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $479,552 | 16,750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $536,936 | 17,204 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $268,706 | 10,319 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $227,934 | 8,787 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $611,391 | 25,808 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $408,538 | 20,376 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $239,828 | 12,205 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $302,866 | 21,404 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||