Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,812
+$206 QoQ
Shares Held
132
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,738
of 1,824 holders
Holding Since
Dec 2025
3 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, 2026Sunrise Financial Services, LLC holds $52,184 across 8 Oil & Gas Midstream names. WMB ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AM |
Antero Midstream Corp
|
700 | $15,925 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
400 | $14,704 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
132 | $9,812 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
160 | $5,115 | |
| 5 | TRGP |
Targa Resources Corp.
|
17 | $4,558 | |
| 6 | OKE |
Oneok Inc /New/
|
12 | $1,043 | |
| 7 | DTM |
DT Midstream, Inc.
|
7 | $1,027 | |
| 8 | TNCAF |
Tc Energy Corp
|
22 | $0 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,812 | 132 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,606 | 132 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,934 | 132 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||