Position in WMB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$23,879,918
+$5,778,513 QoQ
Shares Held
328,111
+9.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Kestra Advisory Services, LLC holds $156,393,139 across 27 Oil & Gas Midstream names. WMB ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
709,712 | $26,855,502 | |
| 2 | ET |
Energy Transfer LP
|
1,389,504 | $26,817,427 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
328,111 | $23,879,918 | |
| 4 | OKE |
Oneok Inc /New/
|
164,878 | $14,903,322 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
389,628 | $13,064,226 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
43,193 | $12,256,445 | |
| 7 | ENB |
Enbridge Inc
|
149,717 | $8,105,678 | |
| 8 | MPLX |
Mplx LP
|
138,561 | $7,907,676 |
All Filings in WMB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,879,918 | 328,111 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $18,101,405 | 301,138 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,753,695 | 390,745 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,537,184 | 247,368 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $13,502,054 | 225,938 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,867,571 | 237,760 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,279,703 | 356,620 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,607,725 | 390,770 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,486,224 | 217,763 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,707,805 | 192,587 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,219,409 | 184,607 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,984,041 | 336,624 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,437,673 | 148,616 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,647,177 | 232,437 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,282,504 | 324,223 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,781,995 | 185,261 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,340,126 | 129,905 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $7,294,376 | 280,122 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,712,519 | 104,569 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $6,134,271 | 231,046 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $4,859,458 | 205,127 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,632,831 | 81,438 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $3,218,375 | 163,785 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||