Position in WMB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$35,980
-$35,562 QoQ
Shares Held
484
-50.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,651
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $111,947 across 7 Oil & Gas Midstream names. WMB ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
484 | $35,980 | |
| 2 | ET |
Energy Transfer LP
|
1,200 | $22,944 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
699 | $22,347 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
52 | $12,428 | |
| 5 | ENB |
Enbridge Inc
|
151 | $8,185 | |
| 6 | TRGP |
Targa Resources Corp.
|
21 | $5,630 | |
| 7 | OKE |
Oneok Inc /New/
|
51 | $4,433 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,980 | 484 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $71,542 | 983 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,169 | 452 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $28,317 | 447 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $27,887 | 444 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $26,533 | 444 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $24,029 | 444 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||