Powell Investment Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1802195 MIAMI, FL

Position in WMB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$461,056

+$9,675 QoQ

Shares Held

6,202

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,151

of 1,824 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Energy · as of Jun 30, 2026

Powell Investment Advisors, LLC holds $2,265,707 across 4 Oil & Gas Midstream names. WMB ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CQP	Cheniere Energy Partners, L.P.	18,272	$1,113,678
2	WMB	Williams Companies, Inc. This page	6,202	$461,056
3	ENB	Enbridge Inc	6,585	$356,972
4	EPD	Enterprise Products Partners L.P.	9,086	$334,001

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$461,056	6,202	0.0%	Shares	Sole	2026-07-29
2026-03-31	$451,381	6,202	0.0%	Shares	Sole	2026-04-23
2025-12-31	$372,802	6,202	0.0%	Shares	Sole	2026-02-09
2025-09-30	$392,896	6,202	0.0%	Shares	Sole	2025-11-13
2025-06-30	$389,547	6,202	0.0%	Shares	Sole	2025-07-22
2025-03-31	$370,631	6,202	0.0%	Shares	Sole	2025-05-09
2024-12-31	$335,652	6,202	0.0%	Shares	Sole	2025-01-29
2024-09-30	$283,121	6,202	0.0%	Shares	Sole	2024-11-01
2024-06-30	$263,585	6,202	0.0%	Shares	Sole	2024-07-31
2024-03-31	$241,691	6,202	0.0%	Shares	Sole	2024-04-16
2023-12-31	$216,015	6,202	0.0%	Shares	Sole	2024-02-01
2023-09-30	$208,945	6,202	-0.0%	Shares	Sole	2023-10-16
2023-06-30	$202,403	6,203	0.0%	Shares	Sole	2023-08-03
2022-12-31	$204,078	6,203	0.0%	Shares	Sole	2023-02-14
2022-03-31	$207,242	6,203	-59.4%	Shares	Sole	2022-05-09
2020-06-30	$290,701	15,284	+1.3%	Shares	Sole	2020-07-31
2020-03-31	$213,523	15,090	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.