Financial Engines Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$222K Buy
2,984
+81
+3% +$5.96K ﹤0.01% 529
2026
Q1
$211K Sell
2,903
-1,036
-26% -$71.7K ﹤0.01% 512
2025
Q4
$237K Buy
3,939
+263
+7% +$15.9K ﹤0.01% 504
2025
Q3
$233K Buy
3,676
+374
+11% +$21.9K ﹤0.01% 509
2025
Q2
$207K Buy
+3,302
New +$195K ﹤0.01% 503

Other funds holding WMB

Financial Engines Advisors's WMB Position: Q2 2026 in Review

Financial Engines Advisors increased its Williams Companies (WMB) stake by 2.8% in Q2 2026, buying an estimated $5.96K and bringing the position to 2,984 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Financial Engines Advisors first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $237K in Q4 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Financial Engines Advisors held 2,984 shares of Williams Companies worth $222K as of Q2 2026.
  • Financial Engines Advisors bought 81 Williams Companies shares in Q2 2026, an estimated $5.96K.
  • Williams Companies made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #529 holding.
  • Financial Engines Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • Financial Engines Advisors's Williams Companies position peaked at $237K in Q4 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.