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Dana Investment Advisors’s Williams Companies WMB Stock Holding History

Dana Investment Advisors’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 		$856K Sell
11,513
-779
-6% -$57.3K 0.02% 435
2026
Q1 		$895K Sell
12,292
-1,805
-13% -$125K 0.03% 414
2025
Q4 		$847K Buy
14,097
+217
+2% +$13.1K 0.02% 409
2025
Q3 		$879K Sell
13,880
-5,887
-30% -$345K 0.03% 406
2025
Q2 		$1.24M Buy
19,767
+2,629
+15% +$155K 0.04% 359
2025
Q1 		$1.02M Sell
17,138
-3,205
-16% -$183K 0.04% 374
2024
Q4 		$1.1M Sell
20,343
-549
-3% -$29.6K 0.04% 369
2024
Q3 		$954K Hold
20,892
– – 0.03% 387
2024
Q2 		$888K Sell
20,892
-1,500
-7% -$60.2K 0.03% 389
2024
Q1 		$873K Sell
22,392
-1,428
-6% -$50.7K 0.03% 386
2023
Q4 		$830K Sell
23,820
-10,434
-30% -$366K 0.04% 271
2023
Q3 		$1.15M Hold
34,254
– – 0.06% 219
2023
Q2 		$1.12M Sell
34,254
-5,336
-13% -$160K 0.06% 225
2023
Q1 		$1.18M Sell
39,590
-8,508
-18% -$263K 0.06% 212
2022
Q4 		$1.58M Sell
48,098
-145
-0.3% -$4.72K 0.08% 165
2022
Q3 		$1.38M Sell
48,243
-437,749
-90% -$14.3M 0.08% 167
2022
Q2 		$15.2M Sell
485,992
-40,185
-8% -$1.39M 0.77% 47
2022
Q1 		$17.6M Buy
526,177
+45,976
+10% +$1.41M 0.81% 48
2021
Q4 		$12.5M Sell
480,201
-4,074
-0.8% -$113K 0.54% 60
2021
Q3 		$12.6M Buy
484,275
+21,259
+5% +$535K 0.57% 57
2021
Q2 		$12.3M Buy
463,016
+18,360
+4% +$470K 0.55% 59
2021
Q1 		$10.5M Buy
444,656
+17,996
+4% +$409K 0.49% 68
2020
Q4 		$8.55M Sell
426,660
-18,178
-4% -$369K 0.42% 71
2020
Q3 		$8.74M Buy
+444,838
New +$9.06M 0.48% 73
2020
Q2 		– Sell
-12,457
Closed -$176K – 302
2020
Q1 		$176K Sell
12,457
-3,159
-20% -$61.2K 0.01% 263
2019
Q4 		$370K Buy
+15,616
New +$358K 0.02% 242

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dana Investment Advisors's WMB Position: Q2 2026 in Review

Dana Investment Advisors reduced its Williams Companies (WMB) stake by 6.3% in Q2 2026, selling an estimated $57.3K and leaving 11,513 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #435.

Dana Investment Advisors first reported a position in WMB in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.6M in Q1 2022. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Dana Investment Advisors held 11,513 shares of Williams Companies worth $856K as of Q2 2026.
  • Dana Investment Advisors sold 779 Williams Companies shares in Q2 2026, an estimated $57.3K.
  • Williams Companies made up 0.02% of Dana Investment Advisors's portfolio in Q2 2026, its #435 holding.
  • Dana Investment Advisors first reported a position in Williams Companies in Q4 2019 and has held it in 26 quarters since.
  • Dana Investment Advisors's Williams Companies position peaked at $17.6M in Q1 2022.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.