UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in WMB — Williams Companies, Inc.
CIK 1463217
IRVING, TX
Position in WMB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,810,402
+$62,955 QoQ
Shares Held
24,353
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#726
of 1,827 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $31,283,271 across 12 Oil & Gas Midstream names. WMB ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
187,586 | $10,566,719 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
103,083 | $3,789,331 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
114,954 | $3,675,079 | |
| 4 | OKE |
Oneok Inc /New/
|
33,979 | $2,954,134 | |
| 5 | ET |
Energy Transfer LP
|
124,944 | $2,388,929 | |
| 6 | WMB |
Williams Companies, Inc.
This page
|
24,353 | $1,810,402 | |
| 7 | TRGP |
Targa Resources Corp.
|
6,401 | $1,716,364 | |
| 8 | ENB |
Enbridge Inc
|
26,602 | $1,442,094 |
All Filings in WMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,810,402 | 24,353 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,747,447 | 24,010 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,363,895 | 22,690 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,380,459 | 21,791 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,517,929 | 24,167 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,397,666 | 23,388 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,112,923 | 20,564 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $920,258 | 20,159 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $866,320 | 20,384 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,698,711 | 69,251 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,535,380 | 72,793 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,912,952 | 205,193 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,825,282 | 209,172 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,618,827 | 221,662 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $6,847,970 | 208,145 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $6,112,333 | 213,494 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,429,790 | 206,017 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $7,093,310 | 212,311 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,588,131 | 214,598 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,720,522 | 220,529 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,246,312 | 235,266 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,637,035 | 237,950 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,491,013 | 273,866 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $6,375,992 | 324,478 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,423,567 | 337,727 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,602,245 | 325,247 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||