Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,896,661
+$477,474 QoQ
Shares Held
133,127
+2.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#390
of 1,824 holders
Holding Since
Mar 2020
17 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, 2026Bogart Wealth, LLC holds $27,028,016 across 18 Oil & Gas Midstream names. WMB ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
446,079 | $14,261,145 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
133,127 | $9,896,661 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
28,917 | $1,062,988 | |
| 4 | MPLX |
Mplx LP
|
8,748 | $492,774 | |
| 5 | ENB |
Enbridge Inc
|
8,904 | $482,685 | |
| 6 | ET |
Energy Transfer LP
|
19,935 | $381,157 | |
| 7 | VG |
Venture Global, Inc.
|
8,728 | $97,142 | |
| 8 | TRP |
Tc Energy Corp
|
1,308 | $86,707 |
All Filings in WMB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,896,661 | 133,127 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,419,187 | 129,420 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,642,926 | 127,149 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,014,155 | 126,506 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,039,742 | 128,001 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,475,736 | 125,096 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,541,110 | 157,818 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,396,258 | 162,021 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,979,860 | 164,232 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,855,084 | 252,889 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,876,355 | 254,848 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,809,867 | 261,498 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,627,045 | 264,390 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,816,989 | 261,788 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,736,467 | 235,151 | Shares | Sole | 2023-02-06 | |
| 2020-06-30 | $5,610 | 295 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $34,950 | 2,470 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||