Position in WMB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$191,498
+$32,548 QoQ
Shares Held
2,576
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,517
of 1,824 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $3,310,114 across 20 Oil & Gas Midstream names. WMB ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
40,946 | $1,505,174 | |
| 2 | ET |
Energy Transfer LP
|
24,290 | $464,424 | |
| 3 | ENB |
Enbridge Inc
|
7,919 | $429,288 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
11,653 | $372,545 | |
| 5 | WMB |
Williams Companies, Inc.
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|
2,576 | $191,498 | |
| 6 | TRGP |
Targa Resources Corp.
|
600 | $160,884 | |
| 7 | OKE |
Oneok Inc /New/
|
911 | $79,202 | |
| 8 | DTM |
DT Midstream, Inc.
|
305 | $44,754 |
All Filings in WMB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,498 | 2,576 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $158,950 | 2,184 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $131,339 | 2,185 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $137,405 | 2,169 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $125,179 | 1,993 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $107,567 | 1,800 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $77,012 | 1,423 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $75,961 | 1,664 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $86,317 | 2,031 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,794 | 200 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||