Position in WMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$161,998,232
+$13,793,845 QoQ
Shares Held
2,179,153
+7.0% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#73
of 1,827 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 28%
Shared 0%
None 71%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $639,931,332 across 20 Oil & Gas Midstream names. WMB ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
1,092,301 | $292,889,589 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
2,179,153 | $161,998,232 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
1,561,393 | $49,917,734 | |
| 4 | ENB |
Enbridge Inc
|
810,693 | $43,947,666 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
502,012 | $18,453,960 | |
| 6 | ET |
Energy Transfer LP
|
921,770 | $17,624,241 | |
| 7 | OKE |
Oneok Inc /New/
|
199,439 | $17,339,226 | |
| 8 | TNCAF |
Tc Energy Corp
|
215,414 | $14,279,792 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,998,232 | 2,179,153 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $148,204,387 | 2,036,334 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $114,750,529 | 1,909,009 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $117,768,156 | 1,859,008 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $110,810,909 | 1,764,224 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $100,167,738 | 1,676,167 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $84,413,994 | 1,559,756 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $74,298,341 | 1,627,565 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $70,755,444 | 1,664,834 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $67,324,337 | 1,727,594 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $59,869,111 | 1,718,895 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $32,391,484 | 961,457 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $37,374,857 | 1,145,414 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $33,112,977 | 1,108,941 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $36,126,073 | 1,098,057 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $30,740,115 | 1,073,703 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $29,895,683 | 957,888 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $31,599,344 | 945,805 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $14,829,049 | 569,472 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,640,911 | 525,864 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $13,394,446 | 504,499 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,906,127 | 207,097 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,211,340 | 210,042 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $5,710,917 | 290,632 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $6,514,728 | 342,520 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $4,708,326 | 332,744 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||