Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$366,124
+$10,667 QoQ
Shares Held
4,925
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,237
of 1,824 holders
Holding Since
Sep 2024
6 quarters on record
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Kestra Investment Management, LLC holds $4,009,620 across 5 Oil & Gas Midstream names. WMB ranks #5 (9.1% of the industry book) .
All Filings in WMB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,124 | 4,925 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $355,457 | 4,884 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $454,681 | 7,239 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $432,602 | 7,239 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $643,378 | 11,888 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $999,689 | 21,899 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||