Plante Moran Financial Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,083
+$711 QoQ
Shares Held
176
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,725
of 1,824 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $863,969 across 12 Oil & Gas Midstream names. WMB ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTM |
DT Midstream, Inc.
|
4,260 | $625,112 | |
| 2 | ET |
Energy Transfer LP
|
7,829 | $149,690 | |
| 3 | MPLX |
Mplx LP
|
996 | $56,104 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
176 | $13,083 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
309 | $9,878 | |
| 6 | ENB |
Enbridge Inc
|
147 | $7,968 | |
| 7 | INSW |
International Seaways, Inc.
|
9 | $689 | |
| 8 | KNTK |
Kinetik Holdings Inc.
|
9 | $435 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,083 | 176 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,372 | 170 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,437 | 157 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,945 | 157 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,861 | 157 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,382 | 157 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,259 | 245 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,167 | 157 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,672 | 157 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,118 | 157 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,468 | 157 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $13,105 | 389 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,122 | 157 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,688 | 157 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,165 | 157 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,494 | 157 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $9,425 | 302 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,245 | 157 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $12,551 | 482 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,072 | 157 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,168 | 157 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,751 | 285 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,147 | 157 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,085 | 157 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,986 | 157 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,221 | 157 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||