Position in WMB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,584,631
-$819,292 QoQ
Shares Held
21,316
-35.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#756
of 1,824 holders
Holding Since
Jun 2023
13 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, 2026BURNEY CO/ holds $28,848,778 across 10 Oil & Gas Midstream names. WMB ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
58,320 | $15,637,924 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
175,872 | $5,622,627 | |
| 3 | TRP |
Tc Energy Corp
|
25,709 | $1,704,249 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
21,316 | $1,584,631 | |
| 5 | ET |
Energy Transfer LP
|
56,447 | $1,079,266 | |
| 6 | OKE |
Oneok Inc /New/
|
12,360 | $1,074,578 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
24,250 | $891,430 | |
| 8 | DHT |
DHT Holdings, Inc.
|
38,757 | $640,653 |
All Filings in WMB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,584,631 | 21,316 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,403,923 | 33,030 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,736,567 | 45,526 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,956,164 | 46,664 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,068,205 | 48,849 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,982,322 | 49,905 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,627,904 | 48,557 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,151,575 | 47,132 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,078,037 | 48,895 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,951,734 | 50,083 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $1,694,340 | 48,646 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,585,384 | 47,058 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,432,489 | 43,901 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||