Cape Investment Advisory, Inc.

Position in WMB — Williams Companies, Inc.

CIK 1944437 MCDONOUGH, GA

Position in WMB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$68,169

+$40,639 QoQ

Shares Held

917

+100.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#531

of 636 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $771,164 across 14 Oil & Gas Midstream names. WMB ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	9,620	$521,499
2	PAGP	Plains Gp Holdings LP	3,375	$81,911
3	WMB	Williams Companies, Inc. This page	917	$68,169
4	ET	Energy Transfer LP	1,945	$37,188
5	EPD	Enterprise Products Partners L.P.	527	$19,372
6	OKE	Oneok Inc /New/	179	$15,562
7	MPLX	Mplx LP	200	$11,266
8	AM	Antero Midstream Corp	192	$4,367

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,169	917	+100.2%	Shares	Defined	2026-07-23
2025-12-31	$27,530	458	+1479.3%	Shares	Defined	2026-02-17
2025-09-30	$1,837	29	+31.8%	Shares	Sole	2025-12-29
2025-06-30	$1,381	22	0.0%	Shares	Sole	2025-08-19
2025-03-31	$1,314	22	0.0%	Shares	Sole	2025-05-16
2024-12-31	$1,190	22	-99.5%	Shares	Sole	2025-02-05
2024-09-30	$213,961	4,687	-0.6%	Shares	Sole	2024-11-14
2024-06-30	$200,387	4,715	-9.2%	Shares	Sole	2024-08-15
2024-03-31	$202,449	5,195	-5.2%	Shares	Sole	2024-06-21
2023-12-31	$190,903	5,481	+408.9%	Shares	Sole	2024-02-12
2023-09-30	$36,284	1,077	-79.0%	Shares	Sole	2023-11-07
2023-06-30	$167,359	5,129	+5.8%	Shares	Sole	2023-10-12
2023-03-31	$144,761	4,848	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.