Tortoise Investment Management’s Williams Companies WMB Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-281	Closed	-$17.8K	–	1456
2025 Q3	$17.8K	Buy	281 +22	+8%	+$1.29K	﹤0.01%	541
2025 Q2	$16.3K	Buy	259 +45	+21%	+$2.66K	﹤0.01%	542
2025 Q1	$12.8K	Hold	214	–	–	﹤0.01%	554
2024 Q4	$11.6K	Hold	214	–	–	﹤0.01%	608
2024 Q3	$9.77K	Hold	214	–	–	﹤0.01%	643
2024 Q2	$9.1K	Hold	214	–	–	﹤0.01%	644
2024 Q1	$8.34K	Hold	214	–	–	﹤0.01%	646
2023 Q4	$7.45K	Hold	214	–	–	﹤0.01%	608
2023 Q3	$7.21K	Buy	214 +14	+7%	+$478	﹤0.01%	597
2023 Q2	$6.53K	Hold	200	–	–	﹤0.01%	597
2023 Q1	$5.97K	Hold	200	–	–	﹤0.01%	597
2022 Q4	$6.58K	Sell	200 -7,275	-97%	-$237K	﹤0.01%	589
2022 Q3	$214K	Buy	7,475 +7,275	+3,638%	+$237K	0.04%	177
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	576
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	542
2021 Q4	$5K	Buy	+200	New	+$5.53K	﹤0.01%	547
2015 Q2	–	Sell	-220	Closed	-$11K	–	451
2015 Q1	$11K	Hold	220	–	–	﹤0.01%	290
2014 Q4	$10K	Hold	220	–	–	﹤0.01%	315
2014 Q3	$12K	Sell	220 -30	-12%	-$1.72K	0.01%	290
2014 Q2	$15K	Buy	+250	New	+$11.6K	0.01%	293
2013 Q3	–	Sell	-78	Closed	-$3K	–	395
2013 Q2	$3K	Buy	+78	New	+$2.81K	﹤0.01%	317

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Tortoise Investment Management's WMB Position: Q4 2025 in Review

Tortoise Investment Management sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 281 shares — an estimated $17.8K sold.

Tortoise Investment Management first reported a position in WMB in Q2 2013 and held it in 21 quarters. The position peaked at $214K in Q3 2022. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Tortoise Investment Management reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 281 Williams Companies shares in Q4 2025, an estimated $17.8K.
Tortoise Investment Management first reported a position in Williams Companies in Q2 2013 and held it in 21 quarters.
Tortoise Investment Management's Williams Companies position peaked at $214K in Q3 2022.
1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.