CALTON & ASSOCIATES, INC.

Position in WMB — Williams Companies, Inc.

CIK 822648 Tampa, FL

Position in WMB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$676,122

-$157,500 QoQ

Shares Held

9,095

-20.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,000

of 1,824 holders

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $2,190,423 across 4 Oil & Gas Midstream names. WMB ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	18,283	$991,121
2	WMB	Williams Companies, Inc. This page	9,095	$676,122
3	TRP	Tc Energy Corp	4,200	$278,418
4	KMI	Kinder Morgan, Inc.	7,656	$244,762

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$676,122	9,095	-20.6%	Shares	Sole	2026-08-10
2026-03-31	$833,622	11,454	-11.2%	Shares	Sole	2026-05-13
2025-12-31	$775,599	12,903	+43.8%	Shares	Sole	2026-02-10
2025-06-30	$563,782	8,976	-18.9%	Shares	Sole	2025-08-12
2025-03-31	$661,602	11,071	+30.0%	Shares	Sole	2025-05-15
2024-09-30	$388,892	8,519	-10.6%	Shares	Sole	2024-10-21
2023-09-30	$320,897	9,525	—	Shares	Sole	2023-11-01
No filing history on record for this holder in this stock.