Jackson, Grant Investment Advisers, Inc.
Position in WMB — Williams Companies, Inc.
CIK 1650300
STAMFORD, CT
Position in WMB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$22,302
+$468 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,682
of 1,824 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $140,793 across 7 Oil & Gas Midstream names. WMB ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
1,087 | $58,926 | |
| 2 | TNCAF |
Tc Energy Corp
|
401 | $26,582 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
300 | $22,302 | |
| 4 | PBA |
Pembina Pipeline Corp
|
450 | $20,812 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
21 | $5,019 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
134 | $4,283 | |
| 7 | OKE |
Oneok Inc /New/
|
33 | $2,869 |
All Filings in WMB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,302 | 300 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $21,834 | 300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,033 | 300 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $19,005 | 300 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||