COLDSTREAM CAPITAL MANAGEMENT INC
Position in WMB — Williams Companies, Inc.
CIK 1082339
BELLEVUE, WA
Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,503,176
-$313,991 QoQ
Shares Held
33,672
-13.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#644
of 1,824 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $14,003,028 across 10 Oil & Gas Midstream names. WMB ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
38,290 | $3,328,932 | |
| 2 | DTM |
DT Midstream, Inc.
|
17,465 | $2,562,814 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
33,672 | $2,503,176 | |
| 4 | TRGP |
Targa Resources Corp.
|
8,352 | $2,239,504 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
44,257 | $1,414,896 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
2,544 | $608,041 | |
| 7 | ENB |
Enbridge Inc
|
9,515 | $515,808 | |
| 8 | EPD |
Enterprise Products Partners L.P.
|
11,468 | $421,563 |
All Filings in WMB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,503,176 | 33,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,817,167 | 38,708 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,021,739 | 33,634 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,274,518 | 35,904 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,993,840 | 31,744 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,392,886 | 23,308 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,205,360 | 22,272 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,009,367 | 22,111 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $820,760 | 19,312 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $798,339 | 20,486 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $606,738 | 17,420 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $564,745 | 16,763 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $546,748 | 16,756 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $466,353 | 15,618 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $498,632 | 15,156 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $442,963 | 14,193 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $413,248 | 12,369 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $329,301 | 12,646 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,283,485 | 49,479 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $1,355,091 | 57,201 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $1,152,554 | 57,484 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $896,413 | 45,619 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $882,204 | 46,383 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||