EverSource Wealth Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,027,596
-$179,235 QoQ
Shares Held
13,823
-16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#865
of 1,824 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,355,520 across 38 Oil & Gas Midstream names. WMB ranks #1 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
13,823 | $1,027,596 | |
| 2 | ET |
Energy Transfer LP
|
51,741 | $989,287 | |
| 3 | TRGP |
Targa Resources Corp.
|
2,790 | $748,106 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
21,912 | $700,522 | |
| 5 | ENB |
Enbridge Inc
|
12,267 | $664,989 | |
| 6 | DTM |
DT Midstream, Inc.
|
4,437 | $651,081 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
13,867 | $509,750 | |
| 8 | OKE |
Oneok Inc /New/
|
5,370 | $466,864 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,596 | 13,823 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,206,831 | 16,582 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,024,568 | 17,045 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,136,496 | 17,940 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,131,016 | 18,007 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $683,294 | 11,434 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $484,965 | 8,961 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $370,354 | 8,113 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $366,561 | 8,625 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $329,643 | 8,459 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $301,170 | 8,647 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $265,339 | 7,876 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $249,879 | 7,658 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $186,593 | 6,249 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $284,714 | 8,654 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $231,816 | 8,097 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $142,159 | 4,555 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $167,081 | 5,001 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $46,141 | 1,772 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||