Question 1

How many shares of WMB does MONETA GROUP INVESTMENT ADVISORS LLC own?

Accepted Answer

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC holds 68,159 shares of WMB (WILLIAMS COS INC).

Question 2

What is MONETA GROUP INVESTMENT ADVISORS LLC's WMB position worth?

Accepted Answer

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC's WMB position is worth $5.1M.

Question 3

Is MONETA GROUP INVESTMENT ADVISORS LLC buying or selling WMB?

Accepted Answer

In 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC increased their WMB position (+0.6% change in shares).

Question 4

When did MONETA GROUP INVESTMENT ADVISORS LLC first buy WMB?

Accepted Answer

Based on available 13F filings, MONETA GROUP INVESTMENT ADVISORS LLC first reported a position in WMB in 2024-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	68,159	+0.6%	$5.1M	0.0%	$74.34	27
2026-Q1	Decreased	67,773	-0.4%	$4.9M	0.0%	$75.88	0
2025-Q4	Increased	68,066	+1.5%	$4.1M	0.0%	$60.16	27
2025-Q3	Increased	67,078	+1.4%	$4.2M	0.0%	$63.44	27
2025-Q2	Increased	66,127	+0.3%	$4.2M	0.0%	$61.63	27
2025-Q1	Increased	65,919	+1.0%	$3.9M	0.1%	$57.73	27
2024-Q4	Increased	65,253	+3.3%	$3.5M	0.0%	$52.35	27
2024-Q3	Decreased	63,164	-0.1%	$2.9M	0.0%	$43.27	0