ZEGA Investments’s Williams Companies WMB Stock Holding History

ZEGA Investments’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	-9,484	Closed	-$565K	–	160
2024 Q4	$565K	Buy	+9,484	New	+$511K	0.14%	74

Other funds holding WMB

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

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

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ZEGA Investments's WMB Position: Q1 2025 in Review

ZEGA Investments sold out of Williams Companies (WMB) in Q1 2025, closing a stake of 9,484 shares — an estimated $565K sold.

ZEGA Investments first reported a position in WMB in Q4 2024 and held it in 1 quarter. The position peaked at $565K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold WMB as of Q1 2025.

ZEGA Investments reported no remaining Williams Companies position as of Q1 2025 after selling out during the quarter.
ZEGA Investments sold 9,484 Williams Companies shares in Q1 2025, an estimated $565K.
ZEGA Investments first reported a position in Williams Companies in Q4 2024 and held it in 1 quarter.
ZEGA Investments's Williams Companies position peaked at $565K in Q4 2024.
1,568 funds tracked by Wall St. Rank held Williams Companies as of Q1 2025.

Based on ZEGA Investments's 13F filing for Q1 2025, filed 14 May 2025.