Gladstone Institutional Advisory LLC
Position in WMB — Williams Companies, Inc.
CIK 1766530
Bedminster, NJ
Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$442,248
+$81,624 QoQ
Shares Held
5,949
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,169
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026Gladstone Institutional Advisory LLC holds $6,164,198 across 9 Oil & Gas Midstream names. WMB ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
114,168 | $2,182,892 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
31,449 | $1,156,065 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
20,745 | $663,217 | |
| 4 | OKE |
Oneok Inc /New/
|
5,655 | $491,645 | |
| 5 | WMB |
Williams Companies, Inc.
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|
5,949 | $442,248 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,836 | $438,822 | |
| 7 | MPLX |
Mplx LP
|
5,578 | $314,208 | |
| 8 | DTM |
DT Midstream, Inc.
|
1,785 | $261,930 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,248 | 5,949 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $360,624 | 4,955 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $291,353 | 4,847 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $326,632 | 5,156 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $308,459 | 4,911 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $322,106 | 5,390 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $216,263 | 3,996 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||