Florida Trust Wealth Management Co

Position in WMB — Williams Companies, Inc.

CIK 1651023 SANIBEL, FL

Position in WMB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,923,494

+$175,613 QoQ

Shares Held

39,326

+4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#609

of 1,824 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $40,042,969 across 7 Oil & Gas Midstream names. WMB ranks #2 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	637,359	$34,551,230
2	WMB	Williams Companies, Inc. This page	39,326	$2,923,494
3	ET	Energy Transfer LP	34,153	$653,005
4	EPD	Enterprise Products Partners L.P.	17,580	$646,240
5	OKE	Oneok Inc /New/	5,662	$492,253
6	TRGP	Targa Resources Corp.	1,648	$441,894
7	KMI	Kinder Morgan, Inc.	10,474	$334,853

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,923,494	39,326	+4.2%	Shares	Sole	2026-07-27
2026-03-31	$2,747,881	37,756	+1.9%	Shares	Sole	2026-05-15
2025-12-31	$2,227,435	37,056	+0.6%	Shares	Defined	2026-01-20
2025-09-30	$2,333,242	36,831	+3.7%	Shares	Defined	2025-10-29
2025-06-30	$2,230,194	35,507	+11.9%	Shares	Defined	2025-08-13
2025-03-31	$1,896,363	31,733	-0.7%	Shares	Defined	2025-04-15
2024-12-31	$1,728,971	31,947	+0.5%	Shares	Defined	2025-01-15
2024-09-30	$1,451,396	31,794	-1.9%	Shares	Defined	2024-10-08
2024-06-30	$1,377,679	32,416	0.0%	Shares	Defined	2024-07-22
2024-03-31	$1,263,250	32,416	+5.3%	Shares	Defined	2024-05-21
2023-12-31	$1,071,718	30,770	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.