Position in WMB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$611,892
+$12,840 QoQ
Shares Held
8,231
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,040
of 1,824 holders
Holding Since
Sep 2023
11 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, 2026LOWE BROCKENBROUGH & CO INC holds $820,600 across 2 Oil & Gas Midstream names. WMB ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
8,231 | $611,892 | |
| 2 | ENB |
Enbridge Inc
|
3,850 | $208,708 |
All Filings in WMB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,892 | 8,231 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $599,052 | 8,231 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $494,885 | 8,233 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $520,166 | 8,211 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $515,732 | 8,211 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $513,756 | 8,597 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $465,269 | 8,597 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $392,453 | 8,597 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $200,430 | 4,716 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $299,433 | 8,597 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $218,311 | 6,480 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||