BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in WMB — Williams Companies, Inc.
CIK 2010186
CINCINNATI, OH
Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,510,155
+$99,326 QoQ
Shares Held
74,121
-0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#482
of 1,824 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $10,327,206 across 11 Oil & Gas Midstream names. WMB ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
74,121 | $5,510,155 | |
| 2 | ENB |
Enbridge Inc
|
56,157 | $3,044,270 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
42,705 | $1,365,278 | |
| 4 | PAGP |
Plains Gp Holdings LP
|
6,000 | $145,620 | |
| 5 | TRP |
Tc Energy Corp
|
1,113 | $73,780 | |
| 6 | OKE |
Oneok Inc /New/
|
716 | $62,249 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
234 | $55,928 | |
| 8 | KNTK |
Kinetik Holdings Inc.
|
675 | $32,629 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,510,155 | 74,121 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,410,829 | 74,345 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,568,059 | 75,995 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,855,777 | 76,650 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,974,991 | 79,207 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,698,630 | 78,625 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,428,531 | 81,828 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,954,248 | 86,621 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,426,630 | 104,156 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,555,125 | 116,888 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,483,944 | 128,738 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,286,311 | 127,228 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $4,247,871 | 130,183 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $20,543 | 688 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $22,635 | 688 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $12,826 | 448 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $13,982 | 448 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $14,967 | 448 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $6,018 | 232 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $6,796 | 256 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $21,842 | 922 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $20,050 | 1,000 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $14,776 | 752 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $14,303 | 752 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $31,865 | 2,252 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||