N.E.W. Advisory Services’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
$27.4K Hold
369
﹤0.01% 475
2026
Q1
$26.9K Buy
369
+16
+5% +$1.11K ﹤0.01% 458
2025
Q4
$21.2K Hold
353
﹤0.01% 498
2025
Q3
$22.4K Hold
353
﹤0.01% 441
2025
Q2
$22.2K Hold
353
﹤0.01% 442
2025
Q1
$21.1K Buy
+353
New +$20.2K ﹤0.01% 484

Other funds holding WMB

N.E.W. Advisory Services's WMB Position: Q2 2026 in Review

N.E.W. Advisory Services held its Williams Companies (WMB) position steady in Q2 2026 at 369 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

N.E.W. Advisory Services first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • N.E.W. Advisory Services held 369 shares of Williams Companies worth $27.4K as of Q2 2026.
  • N.E.W. Advisory Services left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #475 holding.
  • N.E.W. Advisory Services first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.