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Showing 8 of 24 quarters

Position history for Moneta Group Investment Advisors LLCMoneta Group Investment Advisors LLC's holdings in The Williams Companies, Inc.

Yes. Moneta Group Investment Advisors holds 68,159 shares of WMB (Williams Companies), worth $5.1M, as of its Q2 2026 13F filing. It increased the position by 386 shares (+0.6%) from Q1 2026. Moneta Group Investment Advisors has held WMB since Q3 2020, across 24 quarterly 13F filings.

Current Value

$5.1M

Current Shares

68,159

Total Value Change

+$2.2M

Total Shares Change

+4,995

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
68,159
+0.6%
$5.1M0.0%$73.80
27
2026-Q1
Decreased
67,773
-0.4%
$4.9M0.0%$71.73
0
2025-Q4
Increased
68,066
+1.5%
$4.1M0.0%$58.82
27
2025-Q3
Increased
67,078
+1.4%
$4.2M0.0%$61.48
27
2025-Q2
Increased
66,127
+0.3%
$4.2M0.0%$60.44
27
2025-Q1
Increased
65,919
+1.0%
$3.9M0.1%$57.03
27
2024-Q4
Increased
65,253
+3.3%
$3.5M0.0%$51.18
27
2024-Q3
Decreased
63,164
-0.1%
$2.9M0.0%$42.80
0

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