Envestnet Portfolio Solutions, Inc.

Position in WMB — Williams Companies, Inc.

CIK 1998033 BERWYN, PA

Position in WMB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,775,654

+$331,923 QoQ

Shares Held

50,789

+7.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#559

of 1,824 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $34,973,749 across 11 Oil & Gas Midstream names. WMB ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	574,907	$18,379,776
2	OKE	Oneok Inc /New/	43,472	$3,779,455
3	WMB	Williams Companies, Inc. This page	50,789	$3,775,654
4	ENB	Enbridge Inc	45,120	$2,445,955
5	DTM	DT Midstream, Inc.	11,777	$1,728,156
6	TNCAF	Tc Energy Corp	22,946	$1,521,090
7	AM	Antero Midstream Corp	62,619	$1,424,582
8	VNOM	Viper Energy, Inc.	23,573	$999,495

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,775,654	50,789	+7.3%	Shares	Sole	2026-07-20
2026-03-31	$3,443,731	47,317	-25.7%	Shares	Sole	2026-04-29
2025-12-31	$3,828,526	63,692	-13.4%	Shares	Sole	2026-02-06
2025-09-30	$4,659,519	73,552	-7.0%	Shares	Sole	2025-10-30
2025-06-30	$4,968,585	79,105	-4.9%	Shares	Sole	2025-07-25
2025-03-31	$4,971,434	83,190	+10.1%	Shares	Sole	2025-04-21
2024-12-31	$4,090,930	75,590	-13.1%	Shares	Sole	2025-02-10
2024-09-30	$3,969,404	86,953	-25.1%	Shares	Sole	2024-10-31
2024-06-30	$4,935,440	116,128	-15.3%	Shares	Sole	2024-07-16
2024-03-31	$5,342,825	137,101	-8.3%	Shares	Sole	2024-05-06
2023-12-31	$5,204,716	149,432	+2.8%	Shares	Sole	2024-02-07
2023-09-30	$4,895,224	145,302	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.