United Asset Strategies, Inc.

Position in WMB — Williams Companies, Inc.

CIK 1539948 GARDEN CITY, NY

Position in WMB

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,332,470

-$33,028 QoQ

Shares Held

17,924

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#801

of 1,827 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Energy · as of Jun 30, 2026

United Asset Strategies, Inc. holds $31,191,134 across 5 Oil & Gas Midstream names. WMB ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	539,887	$17,260,187
2	LNG	Cheniere Energy, Inc.	45,585	$10,895,270
3	WMB	Williams Companies, Inc. This page	17,924	$1,332,470
4	TRGP	Targa Resources Corp.	3,680	$986,755
5	EPD	Enterprise Products Partners L.P.	19,490	$716,452

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,332,470	17,924	-4.5%	Shares	Sole	2026-07-13
2026-03-31	$1,365,498	18,762	-6.4%	Shares	Sole	2026-04-29
2025-12-31	$1,205,085	20,048	+11.8%	Shares	Sole	2026-01-28
2025-09-30	$1,136,055	17,933	-74.3%	Shares	Sole	2025-10-23
2025-06-30	$4,385,645	69,824	-4.2%	Shares	Sole	2025-08-08
2025-03-31	$4,356,922	72,907	-3.4%	Shares	Sole	2025-05-14
2024-12-31	$4,086,114	75,501	-1.2%	Shares	Sole	2025-01-22
2024-09-30	$3,489,166	76,433	-0.9%	Shares	Sole	2024-10-28
2024-06-30	$3,279,512	77,165	-3.1%	Shares	Sole	2024-08-01
2024-03-31	$3,102,012	79,600	+0.9%	Shares	Sole	2024-04-23
2023-12-31	$2,748,017	78,898	-2.9%	Shares	Sole	2024-01-30
2023-09-30	$2,737,110	81,244	+18.6%	Shares	Sole	2023-11-07
2023-06-30	$2,235,872	68,522	-0.1%	Shares	Sole	2023-07-25
2023-03-31	$2,047,948	68,585	-52.4%	Shares	Sole	2023-07-25
2022-12-31	$4,742,765	144,157	-1.0%	Shares	Sole	2023-01-26
2022-09-30	$4,167,067	145,549	-0.2%	Shares	Sole	2022-10-24
2022-06-30	$4,551,916	145,848	-1.3%	Shares	Sole	2022-08-15
2022-03-31	$4,934,489	147,695	-1.2%	Shares	Sole	2022-04-29
2021-12-31	$3,892,016	149,463	+2.0%	Shares	Sole	2022-01-31
2021-09-30	$3,800,910	146,527	+3.3%	Shares	Sole	2021-10-21
2021-06-30	$3,766,064	141,848	+1.0%	Shares	Sole	2021-07-19
2021-03-31	$3,327,852	140,475	+140.9%	Shares	Sole	2021-04-27
2020-12-31	$1,169,295	58,319	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.