Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,882,728
-$234,850 QoQ
Shares Held
159,843
-4.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#354
of 1,824 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Moran Wealth Management, LLC holds $23,577,514 across 4 Oil & Gas Midstream names. WMB ranks #1 (50.4% of the industry book) .
All Filings in WMB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,882,728 | 159,843 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,117,578 | 166,496 | Shares | Sole | 2026-04-27 | |
| 2023-06-30 | $3,701,188 | 113,429 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,187,685 | 140,244 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,043,471 | 153,297 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||