Providence Capital Advisors’s Williams Companies WMB Stock Holding History

Providence Capital 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 Q1	$4.12M	Buy	56,609 +1,244	+2%	+$86.1K	0.67%	63
2025 Q4	$3.33M	Buy	55,365 +2,065	+4%	+$125K	0.56%	70
2025 Q3	$3.38M	Buy	53,300 +1,555	+3%	+$91.3K	0.58%	58
2025 Q2	$3.25M	Buy	51,745 +1,740	+3%	+$103K	0.6%	64
2025 Q1	$2.99M	Buy	50,005 +273	+0.5%	+$15.6K	0.62%	67
2024 Q4	$2.69M	Buy	49,732 +133	+0.3%	+$7.17K	0.55%	72
2024 Q3	$2.26M	Buy	49,599 +574	+1%	+$25.2K	0.45%	78
2024 Q2	$2.08M	Buy	49,025 +113	+0.2%	+$4.53K	0.45%	77
2024 Q1	$1.91M	Buy	48,912 +1,139	+2%	+$40.5K	0.42%	80
2023 Q4	$1.66M	Sell	47,773 -1,645	-3%	-$57.7K	0.4%	78
2023 Q3	$1.66M	Buy	49,418 +235	+0.5%	+$8.02K	0.44%	80
2023 Q2	$1.6M	Buy	49,183 +928	+2%	+$27.9K	0.41%	81
2023 Q1	$1.44M	Buy	+48,255	New	+$1.49M	0.38%	80

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Providence Capital Advisors's WMB Position: Q1 2026 in Review

Providence Capital Advisors increased its Williams Companies (WMB) stake by 2.2% in Q1 2026, buying an estimated $86.1K and bringing the position to 56,609 shares worth $4.12M. The position accounts for 0.67% of the portfolio, ranked #63.

Providence Capital Advisors first reported a position in WMB in Q1 2023 and has held it in 13 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Providence Capital Advisors held 56,609 shares of Williams Companies worth $4.12M as of Q1 2026.
Providence Capital Advisors bought 1,244 Williams Companies shares in Q1 2026, an estimated $86.1K.
Williams Companies made up 0.67% of Providence Capital Advisors's portfolio in Q1 2026, its #63 holding.
Providence Capital Advisors first reported a position in Williams Companies in Q1 2023 and has held it in 13 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Providence Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.