Transamerica Financial Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in WMB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,808,792
+$560,398 QoQ
Shares Held
66,073
-6.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 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 Mar 31, 2026Transamerica Financial Advisors, LLC holds $5,207,149 across 18 Oil & Gas Midstream names. WMB ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
66,073 | $4,808,792 | |
| 2 | ENB |
Enbridge Inc
|
2,751 | $148,939 | |
| 3 | TK |
Teekay Corp Ltd
|
11,206 | $136,825 | |
| 4 | TRP |
Tc Energy Corp
|
684 | $42,818 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
69 | $19,579 | |
| 6 | OKE |
Oneok Inc /New/
|
214 | $19,343 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
450 | $15,088 | |
| 8 | TRGP |
Targa Resources Corp.
|
39 | $9,778 |
All Filings in WMB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,808,792 | 66,073 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,248,394 | 70,677 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,610,169 | 72,773 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,509,695 | 71,799 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,512,656 | 75,513 | Shares | Sole | 2025-05-14 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $31 | 1 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $19 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||