윌리엄스 컴퍼니즈, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership12,135 shares
Latest Disclosed Value $ 883,197
AE Wealth Management LLC reports 3.82% increase in ownership of WMB / The Williams Companies, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 12,135 shares of The Williams Companies, Inc. (MX:WMB) valued at $883,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 11,688 shares of The Williams Companies, Inc.. This represents a change in shares of 3.82% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F WILLIAMS COS COM 969457100 12,135 447 3.82 883 25.78 0.0001
2026-01-26 2025-12-31 13F WILLIAMS COS COM 969457100 11,688 -1,480 -11.24 703 -15.83 0.0040
2025-11-03 2025-09-30 13F WILLIAMS COS COM 969457100 13,168 664 5.31 834 6.24 0.0053
2025-08-06 2025-06-30 13F WILLIAMS COS COM 969457100 12,504 -66,844 -84.24 785 -83.44 0.0057
2025-05-06 2025-03-31 13F WILLIAMS COS COM 969457100 79,348 -648 -0.81 4,742 9.52 0.0399
2025-02-13 2024-12-31 13F WILLIAMS COS COM 969457100 79,996 -3,429 -4.11 4,329 13.68 0.0367
2024-11-14 2024-09-30 13F WILLIAMS COS COM 969457100 83,425 -3,267 -3.77 3,808 3.37 0.0345
2024-08-12 2024-06-30 13F WILLIAMS COS COM 969457100 86,692 912 1.06 3,684 10.23 0.0369
2024-05-15 2024-03-31 13F WILLIAMS COS COM 969457100 85,780 -130,915 -60.41 3,343 -55.77 0.0378
2024-02-14 2023-12-31 13F WILLIAMS COS COM 969457100 216,695 65,186 43.02 7,556 48.04 0.0386
2023-10-11 2023-09-30 13F WILLIAMS COS COM 969457100 151,509 -1,647 -1.08 5,104 2.14 0.0305
2023-07-10 2023-06-30 13F WILLIAMS COS COM 969457100 153,156 59,619 63.74 4,997 78.91 0.0300
2023-04-14 2023-03-31 13F WILLIAMS COS COM 969457100 93,537 -8,752 -8.56 2,793 -17.00 0.0180
2023-01-31 2022-12-31 13F WILLIAMS COS COM 969457100 102,289 2,578 2.59 3,365 17.86 0.0243
2022-10-25 2022-09-30 13F WILLIAMS COS COM 969457100 99,711 -15,828 -13.70 2,855 -20.83 0.0226
2022-08-03 2022-06-30 13F WILLIAMS COS COM 969457100 115,539 30,363 35.65 3,606 26.70 0.0289
2022-04-18 2022-03-31 13F WILLIAMS COS COM 969457100 85,176 16,374 23.80 2,846 58.82 0.0195
2022-01-20 2021-12-31 13F WILLIAMS COS COM 969457100 68,802 10,938 18.90 1,792 19.39 0.0125
2021-11-01 2021-09-30 13F WILLIAMS COS COM 969457100 57,864 -1,235 -2.09 1,501 -4.33 0.0124
2021-07-21 2021-06-30 13F WILLIAMS COS COM 969457100 59,099 24,359 70.12 1,569 90.64 0.0137
2021-04-27 2021-03-31 13F WILLIAMS COS COM 969457100 34,740 2,389 7.38 823 26.81 0.0083
2021-02-01 2020-12-31 13F WILLIAMS COS COM 969457100 32,351 6,783 26.53 649 29.28 0.0074
2020-11-06 2020-09-30 13F WILLIAMS COS COM 969457100 25,568 15,074 143.64 502 151.00 0.0072
2020-08-05 2020-06-30 13F WILLIAMS COS COM 969457100 10,494 -1,587 -13.14 200 16.96 0.0031
2020-05-07 2020-03-31 13F WILLIAMS COS COM 969457100 12,081 2,399 24.78 171 -25.65 0.0039
2020-01-15 2019-12-31 13F WILLIAMS COS INC DEL COM 969457100 9,682 -66 -0.68 230 -2.13 0.0050
2019-11-05 2019-09-30 13F WILLIAMS COS INC DEL COM 969457100 9,748 1,629 20.06 235 3.07 0.0068
2019-07-22 2019-06-30 13F WILLIAMS COS INC DEL COM 969457100 8,119 8,119 228 0.0068
2018-08-14 2018-06-30 13F WILLIAMS COS INC DEL COM 969457100 0 -36,347 -100.00 0 -100.00
2018-05-14 2018-03-31 13F WILLIAMS COS INC DEL COM 969457100 36,347 -600 -1.62 904 -19.79 0.0698
2018-02-06 2017-12-31 13F WILLIAMS COS INC DEL COM 969457100 36,947 2,652 7.73 1,127 9.52 0.0995
2017-11-08 2017-09-30 13F WILLIAMS COS INC DEL COM 969457100 34,295 -1,023 -2.90 1,029 -3.74 0.0955
2017-08-11 2017-06-30 13F WILLIAMS COS INC DEL COM 969457100 35,318 1,524 4.51 1,069 6.90 0.1276
2017-05-10 2017-03-31 13F WILLIAMS COS INC DEL COM 969457100 33,794 5,937 21.31 1,000 15.34 0.1854
2017-02-14 2016-12-31 13F WILLIAMS COS INC DEL COM 969457100 27,857 27,857 867 0.3512
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.