Sound View Wealth Advisors Group, LLC
Position in WMB — Williams Companies, Inc.
CIK 1784777
SAVANNAH, GA
Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,582,741
+$44,978 QoQ
Shares Held
48,194
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#575
of 1,824 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $18,136,576 across 8 Oil & Gas Midstream names. WMB ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
241,788 | $8,888,126 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
48,194 | $3,582,741 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
109,245 | $3,492,562 | |
| 4 | ET |
Energy Transfer LP
|
37,156 | $710,422 | |
| 5 | TRGP |
Targa Resources Corp.
|
1,862 | $499,276 | |
| 6 | OKE |
Oneok Inc /New/
|
4,931 | $428,701 | |
| 7 | DTM |
DT Midstream, Inc.
|
1,991 | $292,159 | |
| 8 | ENB |
Enbridge Inc
|
4,475 | $242,589 |
All Filings in WMB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,582,741 | 48,194 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,537,763 | 48,609 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,961,679 | 49,271 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,089,769 | 48,773 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,103,944 | 49,418 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,986,589 | 66,710 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,547,024 | 65,540 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,223,163 | 70,606 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,365,380 | 55,656 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,062,760 | 52,932 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,737,494 | 49,885 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,713,810 | 50,870 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,552,796 | 47,588 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,274,245 | 42,674 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,641,216 | 49,885 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $646,322 | 22,575 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $365,063 | 11,697 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $446,190 | 13,355 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $221,886 | 8,521 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||