Position in WMB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$209,096
New position
Shares Held
2,873
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Leo Wealth, LLC holds $4,533,814 across 8 Oil & Gas Midstream names. WMB ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
30,404 | $1,150,487 | |
| 2 | OKE |
Oneok Inc /New/
|
8,333 | $753,219 | |
| 3 | ENB |
Enbridge Inc
|
12,735 | $689,472 | |
| 4 | GLP |
Global Partners LP
|
14,500 | $610,450 | |
| 5 | ET |
Energy Transfer LP
|
27,176 | $524,496 | |
| 6 | AM |
Antero Midstream Corp
|
13,175 | $300,390 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
8,834 | $296,204 | |
| 8 | WMB |
Williams Companies, Inc.
This page
|
2,873 | $209,096 |
All Filings in WMB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,096 | 2,873 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||