Essential Investment Partners LLC’s Williams Companies WMB Stock Holding History

Essential Investment Partners LLC’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$288K	Hold	3,868	–	–	0.23%	83
2026 Q1	$282K	Hold	3,868	–	–	0.26%	76
2025 Q4	$233K	Buy	+3,868	New	+$234K	0.22%	77

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Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

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Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return