J.W. COLE ADVISORS, INC.

Position in WMB — Williams Companies, Inc.

CIK 1404763 TAMPA, FL

Position in WMB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,958,797

+$1,412,257 QoQ

Shares Held

80,156

+6.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#468

of 1,824 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $31,681,841 across 12 Oil & Gas Midstream names. WMB ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	26,398	$6,309,385
2	WMB	Williams Companies, Inc. This page	80,156	$5,958,797
3	EPD	Enterprise Products Partners L.P.	130,357	$4,791,923
4	ET	Energy Transfer LP	215,650	$4,123,228
5	KMI	Kinder Morgan, Inc.	104,926	$3,354,484
6	ENB	Enbridge Inc	53,178	$2,882,779
7	DTM	DT Midstream, Inc.	9,433	$1,384,198
8	OKE	Oneok Inc /New/	14,615	$1,270,628

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,958,797	80,156	+6.0%	Shares	Sole	2026-07-21
2025-12-31	$4,546,540	75,637	+6.1%	Shares	Sole	2026-02-11
2025-09-30	$4,516,664	71,297	+52.7%	Shares	Sole	2025-11-05
2025-06-30	$2,933,101	46,698	+33.8%	Shares	Sole	2025-08-12
2025-03-31	$2,086,341	34,912	+200.2%	Shares	Sole	2025-05-05
2024-12-31	$629,361	11,629	+13.6%	Shares	Sole	2025-01-31
2024-09-30	$467,319	10,237	+10.1%	Shares	Sole	2024-10-24
2024-06-30	$395,165	9,298	+2.8%	Shares	Sole	2024-08-08
2024-03-31	$352,327	9,041	+27.6%	Shares	Sole	2024-04-30
2022-09-30	$202,843	7,085	-59.0%	Shares	Sole	2022-10-31
2020-09-30	$339,335	17,269	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.