Position in WMB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$307,098
-$4,400 QoQ
Shares Held
4,131
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,310
of 1,824 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Principle Wealth Partners LLC holds $2,895,769 across 7 Oil & Gas Midstream names. WMB ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
14,675 | $795,531 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
18,016 | $662,268 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
12,716 | $406,530 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
4,131 | $307,098 | |
| 5 | PAGP |
Plains Gp Holdings LP
|
11,445 | $277,770 | |
| 6 | KNTK |
Kinetik Holdings Inc.
|
4,707 | $227,536 | |
| 7 | FLNG |
Flex LNG Ltd.
|
7,806 | $219,036 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,098 | 4,131 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $311,498 | 4,280 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $442,950 | 7,369 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $466,762 | 7,368 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $459,329 | 7,313 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $347,086 | 5,808 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $320,498 | 5,922 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $331,692 | 7,266 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $308,762 | 7,265 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $283,078 | 7,264 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $252,970 | 7,263 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $241,186 | 7,159 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $281,694 | 8,633 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $257,751 | 8,632 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $331,599 | 10,079 | Shares | Defined | 2023-02-02 | |
| 2022-06-30 | $215,036 | 6,890 | Shares | Defined | 2022-08-02 | |
| 2022-03-31 | $230,194 | 6,890 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $264,535 | 10,198 | Shares | Defined | 2021-11-16 | |
| 2020-06-30 | $87,967 | 4,625 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||