Position in WMB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$226,811
+$25,793 QoQ
Shares Held
3,051
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,444
of 1,824 holders
Holding Since
Mar 2026
2 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, 2026INVESTED ADVISORS holds $502,306 across 2 Oil & Gas Midstream names. WMB ranks #2 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
5,082 | $275,495 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
3,051 | $226,811 |
All Filings in WMB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,811 | 3,051 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $201,018 | 2,762 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||