Position in WMB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$445,147
+$19,093 QoQ
Shares Held
5,988
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,168
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026Apella Capital, LLC holds $5,659,550 across 9 Oil & Gas Midstream names. WMB ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
40,230 | $1,478,854 | |
| 2 | ET |
Energy Transfer LP
|
75,918 | $1,451,552 | |
| 3 | PAA |
Plains All American Pipeline LP
|
35,769 | $796,217 | |
| 4 | ENB |
Enbridge Inc
|
8,231 | $446,202 | |
| 5 | WMB |
Williams Companies, Inc.
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|
5,988 | $445,147 | |
| 6 | DTM |
DT Midstream, Inc.
|
2,528 | $370,958 | |
| 7 | OKE |
Oneok Inc /New/
|
3,193 | $277,599 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
6,350 | $203,009 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,147 | 5,988 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $426,054 | 5,854 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $294,539 | 4,900 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $308,387 | 4,868 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $276,678 | 4,405 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $255,892 | 4,282 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $218,915 | 4,045 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||