WMB — WILLIAMS COMPANIES INC COM

Ownership history in Accel Wealth Management  ·  16 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in WILLIAMS COMPANIES INC COM (WMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2024 Q4)
Avg. % of fund
0.07%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,068 +6 +0.1% 0.07% $258K $62.38
2025 Q2 ADDED 4,062 +7 +0.2% 0.09% $255K $61.33
2025 Q1 REDUCED 4,055 -906 -18.3% 0.09% $242K $57.86
2024 Q4 ADDED 4,961 +8 +0.2% 0.10% $269K $51.94
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMB price (monthly, adj. close)

Other funds also holding WMB

As of 2025 Q4 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 16.91% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 10.44% Robertson Opportunity Capital, LLC 3Y 7Y 9.45% Amplify Investments, LLC 9.26% RR Advisors, LLC 3Y 7Y 9.0% Heronetta Management, L.P. 3Y 7Y 8.69% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 8.69% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 8.63% SL ADVISORS, LLC 3Y 7Y 8.2% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 7.56%
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