Accel Wealth Management

Position in WMB — Williams Companies, Inc.

CIK 1838226 WAVERLY, IA

Position in WMB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$234,988

+$4,130 QoQ

Shares Held

3,161

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,434

of 1,824 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Accel Wealth Management holds $3,740,619 across 4 Oil & Gas Midstream names. WMB ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	86,829	$2,775,923
2	OKE	Oneok Inc /New/	5,196	$451,740
3	LNG	Cheniere Energy, Inc.	1,163	$277,968
4	WMB	Williams Companies, Inc. This page	3,161	$234,988

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,988	3,161	-0.3%	Shares	Sole	2026-07-10
2026-03-31	$230,858	3,172	-22.0%	Shares	Sole	2026-04-08
2025-09-30	$257,707	4,068	+0.1%	Shares	Sole	2025-10-08
2025-06-30	$255,134	4,062	+0.2%	Shares	Sole	2025-07-22
2025-03-31	$242,326	4,055	-18.3%	Shares	Sole	2025-04-10
2024-12-31	$268,489	4,961	+0.2%	Shares	Sole	2025-01-21
2024-09-30	$226,104	4,953	-8.7%	Shares	Sole	2024-10-15
2024-06-30	$230,477	5,423	+37.5%	Shares	Sole	2024-07-12
2023-03-31	$117,767	3,944	+1.5%	Shares	Sole	2023-04-20
2022-12-31	$127,783	3,884	+1.3%	Shares	Sole	2023-01-26
2022-09-30	$109,796	3,835	+1.5%	Shares	Sole	2022-10-12
2022-06-30	$117,942	3,779	+1.4%	Shares	Sole	2022-08-03
2022-03-31	$124,519	3,727	+1.3%	Shares	Sole	2022-04-29
2021-12-31	$95,827	3,680	+1.6%	Shares	Sole	2022-01-18
2021-09-30	$93,980	3,623	+1.6%	Shares	Sole	2021-11-04
2021-06-30	$94,703	3,567	+1.6%	Shares	Sole	2021-08-03
2021-03-31	$83,175	3,511	+1.7%	Shares	Sole	2021-05-10
2020-12-31	$69,232	3,453	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.