Horizon Investments, LLC

Position in WMB — Williams Companies, Inc.

CIK 1560717 Charlotte, NC

Position in WMB

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

Position Value

$17,092,698

-$5,417,792 QoQ

Shares Held

229,926

-25.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#291

of 1,827 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Energy · as of Jun 30, 2026

Horizon Investments, LLC holds $39,926,956 across 11 Oil & Gas Midstream names. WMB ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	229,926	$17,092,698
2	TRGP	Targa Resources Corp.	22,868	$6,131,825
3	KMI	Kinder Morgan, Inc.	170,807	$5,460,699
4	OKE	Oneok Inc /New/	50,285	$4,371,777
5	INSW	International Seaways, Inc.	38,231	$2,928,112
6	LNG	Cheniere Energy, Inc.	9,500	$2,270,595
7	LPG	Dorian Lpg Ltd.	30,544	$1,062,320
8	DTM	DT Midstream, Inc.	2,160	$316,958

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,092,698	229,926	-25.7%	Shares	Sole	2026-08-13
2026-03-31	$22,510,490	309,295	+61.9%	Shares	Sole	2026-05-15
2025-12-31	$11,483,534	191,042	+24.6%	Shares	Sole	2026-02-02
2025-09-30	$9,711,745	153,303	+41.2%	Shares	Sole	2025-11-14
2025-06-30	$6,819,093	108,567	+59.3%	Shares	Sole	2025-08-14
2025-03-31	$4,072,345	68,145	+4.3%	Shares	Sole	2025-05-13
2024-12-31	$3,537,607	65,366	-13.2%	Shares	Sole	2025-02-10
2024-09-30	$3,437,216	75,295	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$3,255,075	76,590	+4.3%	Shares	Sole	2024-08-09
2024-03-31	$2,862,229	73,447	+5.0%	Shares	Sole	2024-05-15
2023-12-31	$2,437,298	69,977	-2.8%	Shares	Sole	2024-02-14
2023-09-30	$2,425,646	71,999	+4.7%	Shares	Sole	2023-11-14
2023-06-30	$2,243,116	68,744	+14.7%	Shares	Sole	2023-08-14
2023-03-31	$1,789,091	59,916	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$1,974,065	60,002	+25.7%	Shares	Sole	2023-02-14
2022-09-30	$1,366,939	47,745	+3.5%	Shares	Sole	2022-11-14
2022-06-30	$1,439,810	46,133	+5.4%	Shares	Sole	2022-08-12
2022-03-31	$1,461,787	43,753	+9.3%	Shares	Sole	2022-05-16
2021-12-31	$1,042,719	40,043	+4.4%	Shares	Sole	2022-02-15
2021-09-30	$994,980	38,357	-44.2%	Shares	Sole	2021-11-15
2021-06-30	$1,826,055	68,778	-30.1%	Shares	Sole	2021-08-13
2021-03-31	$2,331,072	98,399	+124.3%	Shares	Sole	2021-05-14
2020-09-30	$862,104	43,873	+17.7%	Shares	Sole	2020-11-16
2020-06-30	$708,894	37,271	-76.8%	Shares	Sole	2020-08-13
2020-03-31	$2,278,036	160,992	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.