Bay Harbor Wealth Management, LLC

Position in WMB — Williams Companies, Inc.

CIK 1767989 Hunt Valley, MD

Position in WMB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$12,117

+$400 QoQ

Shares Held

163

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,732

of 1,824 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $170,512 across 12 Oil & Gas Midstream names. WMB ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	2,000	$108,420
2	TRGP	Targa Resources Corp.	48	$12,870
3	WMB	Williams Companies, Inc. This page	163	$12,117
4	KMI	Kinder Morgan, Inc.	357	$11,413
5	OKE	Oneok Inc /New/	105	$9,128
6	LNG	Cheniere Energy, Inc.	38	$9,082
7	DTM	DT Midstream, Inc.	21	$3,081
8	AM	Antero Midstream Corp	95	$2,161

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,117	163	+1.2%	Shares	Other	2026-07-28
2026-03-31	$11,717	161	+53.3%	Shares	Other	2026-04-14
2025-12-31	$6,311	105	+50.0%	Shares	Other	2026-02-02
2025-09-30	$4,434	70	+22.8%	Shares	Other	2025-10-09
2025-06-30	$3,580	57	+67.6%	Shares	Sole	2025-07-22
2025-03-31	$2,031	34	-97.4%	Shares	Sole	2025-05-12
2022-06-30	$40,916	1,311	0.0%	Shares	Other	2022-08-05
2022-03-31	$43,800	1,311	0.0%	Shares	Other	2022-04-19
2021-12-31	$34,138	1,311	-3.9%	Shares	Other	2022-02-10
2021-09-30	$35,382	1,364	-23.2%	Shares	Other	2021-11-24
2021-06-30	$47,179	1,777	+40.8%	Shares	Other	2021-07-28
2021-03-31	$29,896	1,262	+2.7%	Shares	Sole	2021-05-05
2020-12-31	$24,641	1,229	+0.5%	Shares	Other	2021-02-09
2020-09-30	$24,031	1,223	—	Shares	Other	2020-10-27
No filing history on record for this holder in this stock.