Prestige Wealth Management Group LLC
Position in WMB — Williams Companies, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,220
+$424 QoQ
Shares Held
272
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,687
of 1,824 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $85,888 across 9 Oil & Gas Midstream names. WMB ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
272 | $20,220 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
441 | $14,098 | |
| 3 | CQP |
Cheniere Energy Partners, L.P.
|
200 | $12,190 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
50 | $11,950 | |
| 5 | TRGP |
Targa Resources Corp.
|
32 | $8,580 | |
| 6 | ENB |
Enbridge Inc
|
131 | $7,101 | |
| 7 | OKE |
Oneok Inc /New/
|
76 | $6,607 | |
| 8 | AM |
Antero Midstream Corp
|
168 | $3,822 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,220 | 272 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $19,796 | 272 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $16,349 | 272 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $17,231 | 272 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $17,084 | 272 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $16,254 | 272 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $14,720 | 272 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $12,416 | 272 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $11,560 | 272 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $15,781 | 405 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $16,056 | 461 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $20,988 | 623 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $20,001 | 613 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $17,378 | 582 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $16,317 | 496 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $10,478 | 366 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $12,639 | 405 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $12,227 | 366 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $246,702 | 9,474 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $285,884 | 11,021 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $221,134 | 8,329 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $190,870 | 8,057 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,543 | 77 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $1,198 | 61 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,160 | 61 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $863 | 61 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||