Beacon Pointe Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in WMB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$15,543,915

+$4,605,458 QoQ

Shares Held

213,574

+17.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

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

Energy · as of Mar 31, 2026

Beacon Pointe Advisors, LLC holds $166,392,720 across 21 Oil & Gas Midstream names. WMB ranks #6 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	1,922,976	$37,113,436
2	EPD	Enterprise Products Partners L.P.	802,248	$30,357,064
3	ENB	Enbridge Inc	353,335	$19,129,556
4	KMI	Kinder Morgan, Inc.	516,678	$17,324,213
5	SBR	Sabine Royalty Trust	221,967	$16,722,993
6	WMB	Williams Companies, Inc. This page	213,574	$15,543,915
7	OKE	Oneok Inc /New/	153,081	$13,836,991
8	PBT	Permian Basin Royalty Trust	157,833	$3,396,566

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,543,915	213,574	+17.4%	Shares	Sole	2026-05-15
2025-12-31	$10,938,457	181,974	+5.3%	Shares	Sole	2026-02-18
2025-09-30	$10,948,463	172,825	+2.9%	Shares	Sole	2025-11-14
2025-06-30	$10,547,746	167,931	+2.5%	Shares	Sole	2025-08-13
2025-03-31	$9,792,034	163,856	-0.3%	Shares	Sole	2025-05-13
2024-12-31	$8,890,725	164,278	+1.5%	Shares	Sole	2025-02-14
2024-09-30	$7,387,767	161,835	+1.2%	Shares	Sole	2024-11-14
2024-06-30	$6,794,177	159,863	+5.7%	Shares	Sole	2024-08-12
2024-03-31	$5,894,251	151,251	+9.0%	Shares	Sole	2024-05-14
2023-12-31	$4,833,080	138,762	+14.2%	Shares	Sole	2024-02-08
2023-09-30	$4,092,189	121,466	+174.0%	Shares	Sole	2023-11-14
2023-06-30	$1,446,618	44,334	-20.9%	Shares	Sole	2023-08-14
2023-03-31	$1,674,130	56,066	+1.5%	Shares	Sole	2023-05-12
2022-12-31	$1,817,790	55,252	+10.8%	Shares	Sole	2023-02-14
2022-09-30	$1,428,121	49,882	-1.6%	Shares	Sole	2022-11-09
2022-06-30	$1,582,222	50,696	+3.0%	Shares	Sole	2022-08-11
2022-03-31	$1,644,707	49,228	+36.4%	Shares	Sole	2022-05-17
2021-12-31	$940,122	36,103	-9.8%	Shares	Sole	2022-02-14
2021-09-30	$1,038,040	40,017	+70.0%	Shares	Sole	2021-11-15
2021-06-30	$624,880	23,536	+76.2%	Shares	Sole	2021-08-17
2021-03-31	$316,522	13,361	+29.6%	Shares	Sole	2021-05-18
2020-12-31	$206,715	10,310	-0.1%	Shares	Sole	2021-02-12
2020-09-30	$202,748	10,318	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.