New Age Alpha Advisors
WMB icon

New Age Alpha Advisors’s Williams Companies WMB Stock Holding History

New Age Alpha 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
Q3 		$4.5M Sell
66,219
-2,149
-3% -$156K 0.2% 115
2026
Q2 		$5.08M Buy
68,368
+25,253
+59% +$1.86M 0.21% 110
2026
Q1 		$3.14M Buy
43,115
+38,702
+877% +$2.68M 0.15% 204
2025
Q4 		$265K Sell
4,413
-572
-11% -$34.6K 0.01% 566
2025
Q3 		$316K Buy
4,985
+1,920
+63% +$113K 0.01% 555
2025
Q2 		$193K Buy
3,065
+297
+11% +$17.5K 0.01% 639
2025
Q1 		$165K Sell
2,768
-264
-9% -$15.1K 0.01% 679
2024
Q4 		$164K Buy
3,032
+2,641
+675% +$142K 0.01% 692
2024
Q3 		$17.8K Buy
+391
New +$17.2K 0.01% 95

Other funds holding WMB

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

New Age Alpha Advisors's WMB Position: Q3 2026 in Review

New Age Alpha Advisors reduced its Williams Companies (WMB) stake by 3.1% in Q3 2026, selling an estimated $156K and leaving 66,219 shares worth $4.5M. The position accounts for 0.2% of the portfolio, ranked #115.

New Age Alpha Advisors first reported a position in WMB in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.08M in Q2 2026. 1,465 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • New Age Alpha Advisors held 66,219 shares of Williams Companies worth $4.5M as of Q3 2026.
  • New Age Alpha Advisors sold 2,149 Williams Companies shares in Q3 2026, an estimated $156K.
  • Williams Companies made up 0.2% of New Age Alpha Advisors's portfolio in Q3 2026, its #115 holding.
  • New Age Alpha Advisors first reported a position in Williams Companies in Q3 2024 and has held it in 9 quarters since.
  • New Age Alpha Advisors's Williams Companies position peaked at $5.08M in Q2 2026.
  • 1,465 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.