Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$554,502
+$111,418 QoQ
Shares Held
7,459
+22.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,074
of 1,824 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Simplicity Wealth,LLC holds $5,498,598 across 8 Oil & Gas Midstream names. WMB ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
102,908 | $3,289,968 | |
| 2 | WMB |
Williams Companies, Inc.
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|
7,459 | $554,502 | |
| 3 | ET |
Energy Transfer LP
|
22,882 | $437,503 | |
| 4 | OKE |
Oneok Inc /New/
|
4,594 | $399,402 | |
| 5 | TRGP |
Targa Resources Corp.
|
1,194 | $320,159 | |
| 6 | ENB |
Enbridge Inc
|
4,072 | $220,743 | |
| 7 | INSW |
International Seaways, Inc.
|
2,869 | $219,736 | |
| 8 | NAT |
NORDIC AMERICAN TANKERS Ltd
|
10,214 | $56,585 |
All Filings in WMB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,502 | 7,459 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $443,084 | 6,088 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $363,725 | 6,051 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $306,107 | 4,832 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $480,245 | 7,646 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $222,845 | 3,729 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $8,024,722 | 188,817 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,424,525 | 190,519 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||