Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$508,188
+$10,664 QoQ
Shares Held
6,836
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,119
of 1,824 holders
Holding Since
Dec 2020
23 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, 2026MONTAG A & ASSOCIATES INC holds $1,786,434 across 8 Oil & Gas Midstream names. WMB ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBA |
Pembina Pipeline Corp
|
11,575 | $535,343 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
6,836 | $508,188 | |
| 3 | ENB |
Enbridge Inc
|
6,016 | $326,127 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
4,990 | $183,432 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
557 | $133,128 | |
| 6 | CQP |
Cheniere Energy Partners, L.P.
|
801 | $48,820 | |
| 7 | OKE |
Oneok Inc /New/
|
400 | $34,776 | |
| 8 | NAT |
NORDIC AMERICAN TANKERS Ltd
|
3,000 | $16,620 |
All Filings in WMB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,188 | 6,836 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $497,524 | 6,836 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $433,633 | 7,214 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $596,883 | 9,422 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $591,418 | 9,416 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $562,461 | 9,412 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $560,953 | 10,365 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $473,162 | 10,365 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $348,202 | 8,193 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $85,734 | 2,200 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $80,457 | 2,310 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $74,118 | 2,200 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $71,786 | 2,200 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $65,692 | 2,200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $72,380 | 2,200 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $28,630 | 1,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $31,210 | 1,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $33,410 | 1,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $26,040 | 1,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $25,940 | 1,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $26,550 | 1,000 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $23,690 | 1,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $52,130 | 2,600 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||