WMB — Williams Cos Inc

Ownership history in WALNUT PRIVATE EQUITY PARTNERS, LLC  ·  48 quarters on record

This page tracks every 13F SEC filing in which WALNUT PRIVATE EQUITY PARTNERS, LLC reported a position in Williams Cos Inc (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
17.37% (2025 Q2)
Avg. % of fund
7.47%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 483,499 +1,610 +0.3% 16.91% $29.1M $59.68
2025 Q3 ADDED 481,889 +8,489 +1.8% 17.29% $30.5M $62.38
2025 Q2 ADDED 473,400 +577 +0.1% 17.37% $29.7M $61.33
2025 Q1 REDUCED 472,823 -16,450 -3.4% 15.48% $28.3M $57.86
44 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

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% Fractal Investments LLC 3Y 6.83%
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