SIMON QUICK ADVISORS, LLC

Position in WMB — Williams Companies, Inc.

CIK 1692038 MORRISTOWN, NJ

Position in WMB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,105,045

+$178,282 QoQ

Shares Held

95,575

+0.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#449

of 1,830 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Energy · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $28,330,038 across 14 Oil & Gas Midstream names. WMB ranks #1 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	95,575	$7,105,045
2	ET	Energy Transfer LP	319,416	$6,107,233
3	KMI	Kinder Morgan, Inc.	170,922	$5,464,376
4	TRGP	Targa Resources Corp.	9,050	$2,426,667
5	OKE	Oneok Inc /New/	22,834	$1,985,187
6	EPD	Enterprise Products Partners L.P.	34,410	$1,264,911
7	DTM	DT Midstream, Inc.	5,602	$822,037
8	LNG	Cheniere Energy, Inc.	3,313	$791,840

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,105,045	95,575	+0.4%	Shares	Sole	2026-07-28
2026-03-31	$6,926,763	95,174	-2.9%	Shares	Sole	2026-05-06
2025-12-31	$5,894,747	98,066	+43.1%	Shares	Sole	2026-01-29
2025-09-30	$4,342,579	68,549	-0.9%	Shares	Sole	2025-10-21
2025-06-30	$4,346,263	69,197	+537.3%	Shares	Sole	2025-10-08
2025-03-31	$648,874	10,858	+36.4%	Shares	Sole	2025-04-15
2024-12-31	$430,795	7,960	+13.7%	Shares	Sole	2025-01-17
2024-09-30	$319,550	7,000	+10.8%	Shares	Sole	2024-10-15
2024-06-30	$268,557	6,319	-51.6%	Shares	Sole	2024-08-02
2024-03-31	$508,714	13,054	+11767.3%	Shares	Sole	2024-04-19
2020-06-30	$2,092	110	0.0%	Shares	Sole	2020-08-04
2020-03-31	$1,556	110	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.