Meridian Wealth Management, LLC
Position in WMB — Williams Companies, Inc.
CIK 1697300
LEXINGTON, KY
Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$436,524
+$39,510 QoQ
Shares Held
5,872
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,175
of 1,824 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Meridian Wealth Management, LLC holds $10,684,204 across 9 Oil & Gas Midstream names. WMB ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
187,278 | $5,987,277 | |
| 2 | ET |
Energy Transfer LP
|
74,768 | $1,429,564 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
3,250 | $776,782 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
15,973 | $587,167 | |
| 5 | OKE |
Oneok Inc /New/
|
6,598 | $573,630 | |
| 6 | ENB |
Enbridge Inc
|
10,024 | $543,401 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
5,872 | $436,524 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,087 | $291,468 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,524 | 5,872 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $397,014 | 5,455 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $332,528 | 5,532 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $227,109 | 3,585 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $241,378 | 3,843 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $273,162 | 4,571 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $206,885 | 4,532 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||