Diversified Enterprises
WMB icon

Diversified Enterprises’s Williams Companies WMB Stock Holding History

Diversified Enterprises’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
Q3 		$307K Buy
4,523
+232
+5% +$16.9K 0.01% 349
2026
Q2 		$319K Sell
4,291
-617
-13% -$45.4K 0.02% 319
2026
Q1 		$357K Sell
4,908
-1,652
-25% -$114K 0.02% 288
2025
Q4 		$394K Buy
6,560
+2,510
+62% +$152K 0.02% 251
2025
Q3 		$257K Sell
4,050
-34
-0.8% -$2K 0.02% 267
2025
Q2 		$257K Buy
4,084
+39
+1% +$2.3K 0.02% 254
2025
Q1 		$242K Buy
+4,045
New +$232K 0.02% 268

Other funds holding WMB

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Diversified Enterprises's WMB Position: Q3 2026 in Review

Diversified Enterprises increased its Williams Companies (WMB) stake by 5.4% in Q3 2026, buying an estimated $16.9K and bringing the position to 4,523 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #349.

Diversified Enterprises first reported a position in WMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $394K in Q4 2025. 687 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Diversified Enterprises held 4,523 shares of Williams Companies worth $307K as of Q3 2026.
  • Diversified Enterprises bought 232 Williams Companies shares in Q3 2026, an estimated $16.9K.
  • Williams Companies made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #349 holding.
  • Diversified Enterprises first reported a position in Williams Companies in Q1 2025 and has held it in 7 quarters since.
  • Diversified Enterprises's Williams Companies position peaked at $394K in Q4 2025.
  • 687 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.