Capital Analysts, LLC

Position in WMB — Williams Companies, Inc.

CIK 1624758 FORT WASHINGTON, PA

Position in WMB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,091,181

+$511,871 QoQ

Shares Held

56,213

-5.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Capital Analysts, LLC holds $26,881,804 across 15 Oil & Gas Midstream names. WMB ranks #5 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	137,900	$5,218,135
2	OKE	Oneok Inc /New/	52,599	$4,754,423
3	ET	Energy Transfer LP	235,648	$4,548,006
4	KMI	Kinder Morgan, Inc.	128,265	$4,300,725
5	WMB	Williams Companies, Inc. This page	56,213	$4,091,181
6	SBR	Sabine Royalty Trust	30,640	$2,308,417
7	PBT	Permian Basin Royalty Trust	57,583	$1,239,185
8	ENB	Enbridge Inc	5,512	$298,419

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,091,181	56,213	-5.6%	Shares	Defined	2026-05-14
2025-12-31	$3,579,310	59,546	-3.2%	Shares	Defined	2026-05-15
2025-09-30	$3,895,517	61,492	+7.1%	Shares	Defined	2025-11-14
2025-06-30	$3,607,366	57,433	-8.6%	Shares	Defined	2025-08-13
2025-03-31	$3,755,557	62,844	-0.9%	Shares	Defined	2025-05-14
2024-12-31	$3,432,398	63,422	-18.7%	Shares	Defined	2025-02-14
2024-09-30	$3,560,106	77,987	-11.3%	Shares	Defined	2024-11-13
2024-06-30	$3,737,705	87,946	-10.3%	Shares	Defined	2024-08-14
2024-03-31	$3,821,865	98,072	-3.7%	Shares	Defined	2024-05-14
2023-12-31	$3,547,888	101,863	-1.9%	Shares	Defined	2024-01-30
2023-09-30	$3,498,740	103,851	+3.0%	Shares	Defined	2023-11-13
2023-06-30	$3,288,842	100,792	-34.7%	Shares	Defined	2023-08-11
2023-03-31	$4,608,472	154,336	+58.7%	Shares	Defined	2023-05-05
2022-12-31	$3,198,603	97,222	+0.7%	Shares	Defined	2023-02-08
2022-09-30	$2,764,856	96,572	-1.1%	Shares	Defined	2022-11-14
2022-06-30	$3,046,158	97,602	-20.6%	Shares	Defined	2022-08-12
2022-03-31	$4,106,590	122,915	-0.5%	Shares	Defined	2022-05-12
2021-12-31	$3,217,111	123,545	-0.1%	Shares	Defined	2022-02-10
2021-09-30	$3,207,870	123,665	-0.6%	Shares	Defined	2021-11-04
2021-06-30	$3,304,545	124,465	-18.2%	Shares	Defined	2021-11-15
2021-03-31	$3,603,864	152,126	+8145.3%	Shares	Defined	2021-05-17
2020-12-31	$36,992	1,845	0.0%	Shares	Sole	2021-02-16
2020-09-30	$36,254	1,845	0.0%	Shares	Sole	2020-11-12
2020-06-30	$35,091	1,845	0.0%	Shares	Sole	2020-08-07
2020-03-31	$26,106	1,845	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.