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Bridgelight Financial Advisors, Inc.’s Williams Companies WMB Stock Holding History

Bridgelight Financial Advisors, Inc.’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
Q2 		$1.06M Sell
14,303
-383
-3% -$28.2K 0.73% 21
2026
Q1 		$1.07M Buy
14,686
+431
+3% +$29.8K 0.91% 15
2025
Q4 		$857K Buy
+14,255
New +$862K 0.73% 17

Other funds holding WMB

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s WMB Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. reduced its Williams Companies (WMB) stake by 2.6% in Q2 2026, selling an estimated $28.2K and leaving 14,303 shares worth $1.06M. The position accounts for 0.73% of the portfolio, ranked #21.

Bridgelight Financial Advisors, Inc. first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2026. 734 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 14,303 shares of Williams Companies worth $1.06M as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. sold 383 Williams Companies shares in Q2 2026, an estimated $28.2K.
  • Williams Companies made up 0.73% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #21 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors, Inc.'s Williams Companies position peaked at $1.07M in Q1 2026.
  • 734 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.