Position in WMB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,317,953
+$480,331 QoQ
Shares Held
114,289
-12.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026NewEdge Wealth, LLC holds $29,531,416 across 16 Oil & Gas Midstream names. WMB ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
114,289 | $8,317,953 | |
| 2 | TRGP |
Targa Resources Corp.
|
17,061 | $4,277,704 | |
| 3 | ET |
Energy Transfer LP
|
172,289 | $3,325,177 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
61,159 | $2,050,661 | |
| 5 | INSW |
International Seaways, Inc.
|
24,942 | $1,817,772 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
6,197 | $1,758,460 | |
| 7 | ENB |
Enbridge Inc
|
29,525 | $1,598,483 | |
| 8 | EPD |
Enterprise Products Partners L.P.
|
39,608 | $1,498,766 |
All Filings in WMB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,317,953 | 114,289 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,837,622 | 130,388 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,628,629 | 151,991 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,033,145 | 143,817 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,310,823 | 139,070 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,293,910 | 97,818 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,270,283 | 93,544 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,631,727 | 61,923 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,284,070 | 58,611 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,054,935 | 58,999 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,051,923 | 60,906 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,620,699 | 49,669 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,564,425 | 52,392 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,715,570 | 52,145 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,209,130 | 42,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,043,880 | 65,488 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $591,189 | 17,695 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $459,501 | 17,646 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $246,793 | 9,514 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $266,190 | 10,026 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $226,950 | 9,580 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||