Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,567,978
-$14,913 QoQ
Shares Held
21,092
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#759
of 1,824 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 72%
Shared 28%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Venturi Wealth Management, LLC holds $4,639,270 across 9 Oil & Gas Midstream names. WMB ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
21,092 | $1,567,978 | |
| 2 | HESM |
Hess Midstream LP
|
15,849 | $595,922 | |
| 3 | OKE |
Oneok Inc /New/
|
6,126 | $532,594 | |
| 4 | TNCAF |
Tc Energy Corp
|
7,656 | $507,515 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
11,767 | $376,190 | |
| 6 | ENB |
Enbridge Inc
|
6,277 | $340,275 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,239 | $296,133 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,046 | $280,473 |
All Filings in WMB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,567,978 | 21,092 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,582,891 | 21,749 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $1,213,379 | 20,186 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,232,917 | 19,462 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,317,879 | 20,982 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $1,342,866 | 22,471 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,213,045 | 22,414 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,029,954 | 22,562 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $987,827 | 23,243 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $958,076 | 24,585 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $841,875 | 24,171 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $943,319 | 28,000 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,058,974 | 32,454 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,406,853 | 47,115 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,690,631 | 51,387 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,026,470 | 35,853 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,151,180 | 36,885 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $973,791 | 37,396 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,047,249 | 40,372 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,162,783 | 43,796 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,212,122 | 51,166 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,383,229 | 68,989 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,314,978 | 66,920 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||