Position in WMB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,086,524
+$1,338,056 QoQ
Shares Held
56,149
+22.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CreativeOne Wealth, LLC holds $16,954,608 across 9 Oil & Gas Midstream names. WMB ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
126,964 | $4,257,102 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
56,149 | $4,086,524 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
8,064 | $2,288,240 | |
| 4 | OKE |
Oneok Inc /New/
|
19,240 | $1,739,102 | |
| 5 | TRGP |
Targa Resources Corp.
|
6,524 | $1,635,762 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
29,407 | $1,112,760 | |
| 7 | ET |
Energy Transfer LP
|
45,021 | $868,904 | |
| 8 | ENB |
Enbridge Inc
|
11,798 | $638,742 |
All Filings in WMB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,086,524 | 56,149 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,748,468 | 45,724 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,692,374 | 42,500 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,319,258 | 36,925 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,917,578 | 32,088 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,076,205 | 38,363 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,137,369 | 24,915 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $521,390 | 12,268 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $436,970 | 11,213 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $312,693 | 9,583 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $303,108 | 10,151 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $308,404 | 9,374 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $213,320 | 6,835 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $268,716 | 8,043 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $211,333 | 8,147 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||