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Sustainable Insight Capital Management’s Williams Companies WMB Stock Holding History

Sustainable Insight Capital Management’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
2025
Q1 		– Sell
-7,000
Closed -$379K – 82
2024
Q4 		$379K Buy
+7,000
New +$377K 0.17% 56
2024
Q3 		– Sell
-6,900
Closed -$293K – 93
2024
Q2 		$293K Buy
+6,900
New +$277K 0.15% 58

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Sustainable Insight Capital Management's WMB Position: Q1 2025 in Review

Sustainable Insight Capital Management sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 7,000 shares — an estimated $379K sold.

Sustainable Insight Capital Management first reported a position in WMB in Q2 2024 and held it in 2 quarters. The position peaked at $379K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

  • Sustainable Insight Capital Management reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 7,000 Williams Companies shares in Q1 2025, an estimated $379K.
  • Sustainable Insight Capital Management first reported a position in Williams Companies in Q2 2024 and held it in 2 quarters.
  • Sustainable Insight Capital Management's Williams Companies position peaked at $379K in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2025, filed 13 May 2025.