Steward Partners Investment Advisory, LLC
Position in WMB — Williams Companies, Inc.
CIK 1723397
STAMFORD, CT
Position in WMB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$18,828,404
+$10,430,196 QoQ
Shares Held
258,703
+85.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.18%
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")%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $85,336,589 across 37 Oil & Gas Midstream names. WMB ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
258,703 | $18,828,404 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
303,029 | $11,466,617 | |
| 3 | OKE |
Oneok Inc /New/
|
124,842 | $11,284,468 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
37,118 | $10,532,603 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
287,663 | $9,645,340 | |
| 6 | ET |
Energy Transfer LP
|
308,493 | $5,953,914 | |
| 7 | ENB |
Enbridge Inc
|
63,997 | $3,464,797 | |
| 8 | PBA |
Pembina Pipeline Corp
|
67,030 | $3,000,262 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,828,404 | 258,703 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,398,208 | 139,714 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,612,875 | 135,957 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,249,714 | 147,265 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,891,666 | 132,056 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,522,380 | 120,517 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,171,451 | 91,379 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,046,722 | 95,217 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,608,933 | 92,608 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,501,246 | 71,813 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,302,576 | 68,346 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,887,123 | 57,834 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,848,752 | 61,914 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,699,830 | 142,852 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,206,033 | 146,910 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,442,836 | 174,394 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,223,219 | 156,337 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,032,433 | 39,648 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,046,964 | 40,361 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,033,087 | 38,911 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,215,083 | 51,291 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $778,381 | 38,822 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $779,201 | 39,654 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $752,355 | 39,556 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $464,686 | 32,840 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||