Position in WMB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,979,005
+$11,398 QoQ
Shares Held
26,621
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#696
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $8,030,373 across 10 Oil & Gas Midstream names. WMB ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
26,621 | $1,979,005 | |
| 2 | ENB |
Enbridge Inc
|
25,414 | $1,377,692 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
28,541 | $912,455 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
23,816 | $875,476 | |
| 5 | OKE |
Oneok Inc /New/
|
8,495 | $738,555 | |
| 6 | ET |
Energy Transfer LP
|
35,143 | $671,934 | |
| 7 | TRGP |
Targa Resources Corp.
|
2,214 | $593,661 | |
| 8 | TNCAF |
Tc Energy Corp
|
5,331 | $353,391 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,005 | 26,621 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,967,607 | 27,035 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,658,495 | 27,591 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,795,529 | 28,343 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,832,858 | 29,181 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,389,539 | 23,252 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,235,343 | 22,826 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||