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Kestra Investment Management, LLC

Position in WMB — Williams Companies, Inc.

CIK 1962449 AUSTIN, TX

Position in WMB

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$366,124
+$10,667 QoQ
Shares Held
4,925
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,237
of 1,824 holders
Holding Since
Sep 2024
6 quarters on record

Common Shares in WMB Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

Kestra Investment Management, LLC holds $4,009,620 across 5 Oil & Gas Midstream names. WMB ranks #5 (9.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WMB
Williams Companies, Inc.
This page
4,925 $366,124

All Filings in WMB

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $366,124 4,925
2026-03-31 $355,457 4,884
2025-06-30 $454,681 7,239
2025-03-31 $432,602 7,239
2024-12-31 $643,378 11,888
2024-09-30 $999,689 21,899