Modera Wealth Management, LLC

Position in WMB — Williams Companies, Inc.

CIK 1542143 WESTWOOD, NJ

Position in WMB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$218,633

-$20,885 QoQ

Shares Held

2,941

-10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,475

of 1,827 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Modera Wealth Management, LLC holds $3,857,930 across 5 Oil & Gas Midstream names. WMB ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	52,896	$1,691,085
2	EPD	Enterprise Products Partners L.P.	23,310	$856,875
3	ENB	Enbridge Inc	13,388	$725,763
4	ET	Energy Transfer LP	19,120	$365,574
5	WMB	Williams Companies, Inc. This page	2,941	$218,633

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,633	2,941	-10.6%	Shares	Sole	2026-08-03
2026-03-31	$239,518	3,291	-45.9%	Shares	Sole	2026-05-06
2025-06-30	$381,759	6,078	+5.9%	Shares	Sole	2025-08-06
2025-03-31	$342,843	5,737	+18.5%	Shares	Sole	2025-05-08
2024-12-31	$262,103	4,843	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.