Synergy Investment Management, LLC
Position in WMB — Williams Companies, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$157,896
+$88,757 QoQ
Shares Held
2,124
+123.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,531
of 1,824 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Synergy Investment Management, LLC holds $348,435 across 8 Oil & Gas Midstream names. WMB ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
2,124 | $157,896 | |
| 2 | OKE |
Oneok Inc /New/
|
1,254 | $109,022 | |
| 3 | TRP |
Tc Energy Corp
|
780 | $51,706 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
47 | $11,233 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
289 | $9,238 | |
| 6 | ENB |
Enbridge Inc
|
100 | $5,421 | |
| 7 | SOBO |
South Bow Corp
|
96 | $3,383 | |
| 8 | TRGP |
Targa Resources Corp.
|
2 | $536 |
All Filings in WMB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,896 | 2,124 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $69,139 | 950 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $48,286 | 808 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $43,728 | 808 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||