Position in WMB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,056,445
-$32,853 QoQ
Shares Held
14,211
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#858
of 1,827 holders
Holding Since
Dec 2020
23 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,213,260 across 7 Oil & Gas Midstream names. WMB ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
15,960 | $1,387,562 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
14,211 | $1,056,445 | |
| 3 | ET |
Energy Transfer LP
|
50,338 | $962,462 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
24,490 | $900,252 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
15,372 | $491,442 | |
| 6 | TRGP |
Targa Resources Corp.
|
1,528 | $409,717 | |
| 7 | NFE |
New Fortress Energy Inc.
|
14,821 | $5,380 |
All Filings in WMB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,056,445 | 14,211 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,089,298 | 14,967 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $915,835 | 15,236 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $832,735 | 13,145 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $805,161 | 12,819 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,291,497 | 38,345 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $745,340 | 13,772 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $608,834 | 13,337 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $559,342 | 13,161 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $538,214 | 13,811 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $548,746 | 15,755 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $528,629 | 15,691 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $514,672 | 15,773 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $445,093 | 14,906 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $502,810 | 15,283 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $433,859 | 15,154 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $465,091 | 14,902 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $497,875 | 14,902 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $266,493 | 10,234 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $294,859 | 11,367 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $302,139 | 11,380 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $296,622 | 12,521 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $251,707 | 12,554 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||