AE Wealth Management LLC

Position in WMB — Williams Companies, Inc.

CIK 1697723 TOPEKA, KS

Position in WMB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,537,338

+$654,163 QoQ

Shares Held

20,680

+70.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#766

of 1,824 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

AE Wealth Management LLC holds $51,236,271 across 17 Oil & Gas Midstream names. WMB ranks #6 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	392,173	$34,095,486
2	ENB	Enbridge Inc	57,600	$3,122,488
3	KMI	Kinder Morgan, Inc.	88,964	$2,844,166
4	ET	Energy Transfer LP	124,448	$2,379,443
5	EPD	Enterprise Products Partners L.P.	53,516	$1,967,245
6	WMB	Williams Companies, Inc. This page	20,680	$1,537,338
7	DTM	DT Midstream, Inc.	9,600	$1,408,687
8	TNCAF	Tc Energy Corp	10,674	$707,577

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,537,338	20,680	+70.4%	Shares	Other	2026-08-03
2026-03-31	$883,175	12,135	+3.8%	Shares	Other	2026-05-13
2025-12-31	$702,556	11,688	-11.2%	Shares	Other	2026-01-26
2025-09-30	$834,184	13,168	+5.3%	Shares	Other	2025-11-03
2025-06-30	$785,369	12,504	-84.2%	Shares	Other	2025-08-06
2025-03-31	$4,741,832	79,348	-0.8%	Shares	Sole	2025-05-06
2024-12-31	$4,329,380	79,996	-4.1%	Shares	Other	2025-02-13
2024-09-30	$3,808,348	83,425	-3.8%	Shares	Other	2024-11-14
2024-06-30	$3,684,409	86,692	+1.1%	Shares	Other	2024-08-12
2024-03-31	$3,342,844	85,780	-60.4%	Shares	Other	2024-05-15
2023-12-31	$7,547,486	216,695	+43.0%	Shares	Sole	2024-02-14
2023-09-30	$5,104,338	151,509	-1.1%	Shares	Sole	2023-10-11
2023-06-30	$4,997,480	153,156	+63.7%	Shares	Sole	2023-07-10
2023-03-31	$2,793,014	93,537	-8.6%	Shares	Sole	2023-04-14
2022-12-31	$3,365,308	102,289	+2.6%	Shares	Sole	2023-01-31
2022-09-30	$2,854,725	99,711	-13.7%	Shares	Sole	2022-10-25
2022-06-30	$3,605,972	115,539	+35.6%	Shares	Sole	2022-08-03
2022-03-31	$2,845,730	85,176	+23.8%	Shares	Sole	2022-04-18
2021-12-31	$1,791,604	68,802	+18.9%	Shares	Sole	2022-01-20
2021-09-30	$1,500,992	57,864	-2.1%	Shares	Sole	2021-11-01
2021-06-30	$1,569,078	59,099	+70.1%	Shares	Sole	2021-07-21
2021-03-31	$822,990	34,740	+7.4%	Shares	Sole	2021-04-27
2020-12-31	$648,637	32,351	+26.5%	Shares	Sole	2021-02-01
2020-09-30	$502,411	25,568	+143.6%	Shares	Sole	2020-11-06
2020-06-30	$199,595	10,494	-13.1%	Shares	Sole	2020-08-05
2020-03-31	$170,946	12,081	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.