KESTRA PRIVATE WEALTH SERVICES, LLC
Position in WMB — Williams Companies, Inc.
CIK 1649451
AUSTIN, TX
Position in WMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,590,197
-$2,007,892 QoQ
Shares Held
61,746
-31.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#517
of 1,824 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,978,315 across 21 Oil & Gas Midstream names. WMB ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
223,206 | $7,135,895 | |
| 2 | OKE |
Oneok Inc /New/
|
56,037 | $4,871,856 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
61,746 | $4,590,197 | |
| 4 | ET |
Energy Transfer LP
|
212,530 | $4,063,573 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
101,769 | $3,741,028 | |
| 6 | ENB |
Enbridge Inc
|
59,098 | $3,203,702 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
10,221 | $2,442,921 | |
| 8 | TRGP |
Targa Resources Corp.
|
7,497 | $2,010,245 |
All Filings in WMB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,590,197 | 61,746 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,598,089 | 90,658 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,854,413 | 97,395 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,165,115 | 81,533 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,033,028 | 80,131 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,322,859 | 72,337 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,904,295 | 53,664 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,547,589 | 55,807 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,248,207 | 52,899 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,647,924 | 42,287 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,576,963 | 45,276 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,588,753 | 47,158 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,663,868 | 50,992 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,308,644 | 43,826 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $948,145 | 28,819 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $899,840 | 31,430 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,041,134 | 33,359 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,157,155 | 34,635 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $630,350 | 24,207 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $546,166 | 21,055 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $542,283 | 20,425 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $523,146 | 22,083 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $382,293 | 19,067 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $306,697 | 15,608 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||