WMB

WMB

WMB

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 11, 2025	Bramshill Income Performance Fund	-	5.0%	AGNC, ARCC, ARLP, B, BXSL, CAPL, CQP, DLR, EPD, ET, GLP, HESM, IRM, JFR, NEM, PAXS, TSLX, TXO, VNOM, WMB	BDCs, dividends, energy, income, MLPs, Pass-through, REITs, Yield	Major concentration in domestic energy production including oil and gas producers, with focus on midstream energy infrastructure benefiting from high throughput and profitability due to difficulty in building new transmission facilities.		View
2025 Q2	Jul 22, 2025	Miller Howard Investments MLP Strategy	-	-	AM, ENB, EPD, ET, GEL, HESM, MPLX, PAA, SUN, WES, WMB	Data centers, dividends, energy, infrastructure, Midstream, Natural Gas	Natural gas demand from data centers is driving significant growth opportunities for midstream companies. Hyperscalers continue increasing capex with most projects powered by natural gas, creating over $10B in new midstream projects recently announced.		View
2025 Q1	Jun 30, 2025	Antero Peak Group	-1.9%	-1.9%	ADI, APO, AXON, CCI, CEG, CME, ENEN.DE, EQIX, GE, HWM, ISRG, KKR, KMI, LIN, LLY, MCO, MSFT, MSI, NDAQ, NVDA, PRMB, RR.L, SAF.PA, SPGI, TDG, TSM, VST, WMB	aerospace, AI, alpha, earnings, energy, growth, large cap, technology	Aerospace normalization theme was a strong contributor in Q1 with General Electric continuing clean execution as a pure play aerospace engine maker and Rolls-Royce seeing positive upward revisions. The team sees aerospace cyclically inflecting ahead of a long duration upcycle supported by secular growth of the global middle class.		View
2026 Q1	May 6, 2026	BlackRock Global Dividend Fund	-2.4%	-2.4%	AMAT, BA.L, BABA, UNH, WMB	AI, defense, dividends, global, Quality, volatility			View
2026 Q1	Apr 8, 2026	ClearBridge Investments Dividend Strategy	-	-	ADP, APO, AVGO, BX, ENB, EQT, HON, LHX, MSFT, NOC, ORCL, OTIS, RTX, TSM, WMB, XOM	AI, defense, dividends, energy, Geopolitical, inflation, semiconductors, software			View
2025 Q1	Apr 5, 2025	ClearBridge Investments Dividend Strategy	-	-	AIG, APO, AVGO, CVS, EIX, GILD, GOOGL, ITX.MC, KO, MSFT, NESN.SW, NOC, RTX, SAP, SRE, TEL, TMUS, WMB, XOM	defense, dividends, energy, tariffs, Utilities, value	The strategy focuses on companies with ability to deliver continued, robust dividend growth. Portfolio emphasizes quality compounders with steady dividend policies like Inditex.	TEL ITX.MC CVS	View
2026 Q1	Apr 18, 2026	Carillon Eagle Growth & Income Fund	-	-	ABT, ACN, ADI, AVGO, CVX, GLW, IBM, MSFT, T, WMB	AI, energy, Geopolitical, growth, inflation, large cap, semiconductors, technology		ADI WMB CVX GLW	View
2025 Q1	Mar 31, 2025	Miller Howard Investments Infrastructure	-	-	AMT, ATO, AWK, CCI, CEG, CMCSA, CSX, EQIX, ETR, EXC, HCA, NI, SRE, T, TMUS, TRGP, UPS, WCN, WM, WMB	Data centers, Defensive, dividends, infrastructure, Telecom, Utilities, Waste management	Infrastructure sector outperformed S&P 500 by widest margin in 20 years, providing downside protection amid market uncertainty. Portfolio focuses on essential service providers with high barriers to entry, stable cash flows, and attractive risk-adjusted returns with strong up/down capture ratios.		View
2024 Q4	Dec 31, 2024	BlackRock Global Dividend Fund	-4.6%	9.5%	AAPL, ABBV, ACN, AVGO, AZN, CRM, MDLZ, MSFT, NVO, RELX, TSLA, TSM, TXN, UNH, WMB	dividends, energy, global, healthcare, Quality, technology	Broadcom significantly boosted performance as it reported a sharp increase in artificial intelligence revenues and a major design win from Apple. Salesforce also benefited from AI competitiveness and new product launches that boosted investor confidence.		View
2024 Q4	Dec 31, 2024	Miller Howard Investments Infrastructure	-	-	AES, AM, AMT, CCI, EQIX, ETR, HCA, KMI, LNG, NEE, OKE, PAGP, SOBO, TRGP, TRP, WMB	Data centers, dividends, income, infrastructure, Midstream, REITs, Utilities	The portfolio focuses on high and rising income through dividend increases, with 7 of 35 holdings announcing dividend increases averaging 8% this quarter. Over 80% of holdings increased dividends annually over the last 5 years, exceeding the large-cap dividend-paying universe.		View
2024 Q4	Dec 31, 2024	Miller Howard Investments	-	-	ABBV, AESI, AM, CPT, EIX, EQIX, ETR, GSK, HCA, HST, LAMR, LBRT, LNG, LYB, MAA, MRK, MSM, OKE, ORI, PAGP, PCG, RY, SM, SOBO, TRP, USB, VST, WMB	Data centers, dividends, energy, infrastructure, Natural Gas, retirement, Utilities	The letter extensively analyzes dividend-based retirement strategies, demonstrating that high-yield stocks historically outperformed the S&P 500 with 11.1% vs 9.8% annualized returns from 1928-2023. Dividend spending strategies never failed in 67 simulated 30-year retirements, while allowing higher average spending than the traditional 4% Rule.		View
2024 Q4	Dec 31, 2024	Antero Peak Group	-	31.9%	AAPL, AMZN, APO, CEG, ENR.DE, EQIX, GE, GEV, ISRG, KKR, KMI, LLY, META, NDAQ, PGR, SPOT, TDG, TSLA, TSM, WMB	aerospace, AI, energy, infrastructure, large cap, Natural Gas, private markets, technology	Machine learning, AI, and cloud are causing the economic value of data to structurally accelerate through new products and applications. AI has allowed for enhanced user experiences which leads to customer retention, higher incremental margins, and emerging moats. Digital transformation is a paradigm shift with major inflection demand for companies that enable transformation through software, services, and AI.		View
2023 Q3	Nov 10, 2023	ClearBridge Investments Dividend Strategy	0.0%	0.0%	AAPL, AMT, APO, CMCSA, ENB, GILD, MET, MSFT, PXD, RTX, TMUS, VMC, VZ, WMB	dividends, energy, financials, industrials, interest rates, value	The strategy focuses on high-quality dividend growers with strong balance sheets and pricing power. Portfolio companies have grown dividends at 10% on average over recent years, demonstrating quality and durability. The managers emphasize dividend growth as protection for investors' purchasing power in inflationary environments.	GILD TMUS HRTX APO	View
2025 Q3	Oct 28, 2025	Artisan Focus Fund	2.7%	20.5%	AAPL, AMZN, AVGO, BX, CEG, GE, GOOGL, GS, JPM, KKR, META, MSFT, NFLX, NVDA, ORCL, RYCEY, SIEGY, TSLA, TSM, VST, WMB	AI, energy, financials, infrastructure, semiconductors, technology, value	AI infrastructure complex including power demand from data centers driving structural growth. Portfolio includes AI beneficiaries like NVIDIA, Taiwan Semiconductor, and power infrastructure companies. AI monetization models for frontier model builders remain uncertain but could drive future ROIC expansion.		View
2025 Q3	Oct 19, 2025	Miller Howard Investments MLP Strategy	-	-	AM, ENB, EPD, ET, GEL, HESM, MPLX, PAA, SUN, WES, WMB	Data centers, dividends, energy, infrastructure, Midstream, Natural Gas	Natural gas demand from data centers is driving significant growth, with hyperscalers increasing capex and the majority of projects powered by natural gas. The midstream industry is responding with over $10B of new projects announced recently.		View
2025 Q3	Oct 14, 2025	Guinness Global Energy	-	14.2%	BKR, BP, COP, CVE, CVX, E, EOG, EQNR, FANG, GALP.LS, HAL, OMV.VI, REP.MC, SHEL, SLB, SU, TTE, VLO, WMB, XOM	energy, global, Natural Gas, oil, Opec, Russia, Ukraine	Oil prices remained mixed in September with WTI falling slightly while Brent stayed flat. Ukrainian attacks on Russian oil infrastructure and OPEC production decisions continue to drive price volatility. The fund expects oil prices to move higher over the next twenty years due to population growth, developing world industrialization, and diminishing fossil fuel supplies.	EOG REP SM HAL VAL	View
2024 Q4	Jan 7, 2025	ClearBridge Investments Dividend Strategy	0.0%	0.0%	AAPL, AMZN, APO, AVGO, DEO, EQT, GOOGL, HLN.L, JPM, KVUE, MDLZ, MET, META, MSFT, NESN.SW, NVDA, ORCL, TSLA, UPS, WMB	diversification, dividends, Natural Gas, Quality, technology, value	The strategy focuses on high-quality dividend payers with three key attributes: downside protection, current income, and growth. Dividend growers help combat inflation and provide 40% of total return over the long term. The fund initiated positions in Alphabet and Meta when they announced regular dividend policies.		View
2025 Q4	Jan 24, 2026	Miller Howard Investments MLP Strategy	1.9%	6.0%	AM, EPD, ET, GEL, LNG, PAA, SUN, WES, WMB	Data centers, dividends, energy, LNG, Midstream, MLPs, Natural Gas, Pipelines	The midstream energy industry is healthy with declining leverage, stronger balance sheets, and shareholders being rewarded through higher dividends and share buybacks. New tailwinds have developed including natural gas exports, data centers, and electrification trends driving demand growth. Data centers represent a significant tailwind for natural gas demand, with the US expected to see an additional 20-25 Bcf/d of incremental natural gas demand through 2030. However, this tailwind will not fully impact midstream cash flows until 2027. Distribution increases were prominent with 6 of 16 holdings announcing dividend increases this quarter, averaging 7.5% year-over-year growth. Rising dividends are expected as midstream cash flows increase from growing demand. Natural gas exports represent a key growth driver for the midstream sector. However, concerns about LNG supply/demand fundamentals weighed on some stocks, and potential Russian gas returning to Europe could negatively impact US natural gas exports.		View
2024 Q2	Jun 30, 2024	ClearBridge Investments Dividend Strategy	0.0%	0.0%	AAPL, APD, AVB, CMCSA, DEO, GOOGL, HLN.L, INTC, MA, MDLZ, META, MSFT, NESN.SW, NVDA, ORCL, PXD, SRE, TRV, V, VMC, WMB, XOM	Concentration, diversification, dividends, Passive investing, technology, valuation	The strategy focuses on companies with nicely growing dividends that provide cushion amid volatility and preserve purchasing power. Recent additions of Alphabet and Meta reflect the benefits of their flexible dividend approach, enabling quick moves after dividend announcements. They expect continued robust dividend growth from their companies.		View
2024 Q2	Jun 30, 2024	Polaris Global Equity	6.9%	12.7%	000270.KS, 000660.KS, 066570.KS, 2338.HK, 8001.T, 8002.T, ALSN, ANTO.L, BARN.SW, CG, CVS, DG.PA, DTG.DE, ELV, FTK.DE, GNC.L, JAZZ, LKQ, LUN.TO, MEOH, MG, MPC, MSFT, MUV2.DE, NEE, NVS, OTEX, SRBANK.OL, SVEG.OL, TEP.PA, TSN, U11.SI, UNH, UTHR, WBS, WMB	AI, Copper, Energy Transition, financials, global, healthcare, value	Copper prices increased over 20% from mid-February to late May due to tight supply and high demand from energy transition applications like electric vehicles and AI automation. Lundin Mining and Antofagasta benefited from this copper price momentum.		View
2023 Q2	Jun 30, 2024	Miller Howard Investments Infrastructure	0.0%	0.0%	AES, AM, BCE, BK, CAG, CAH, CHRD, CNP, CSCO, D, DCP, EMN, ENB, EPD, EXR, GS, HCA, JNJ, JPM, KEY, KNF, LBRT, LNG, LYB, MDU, MPC, MSFT, MSM, NGG, NVDA, OMAB, POR, PPL, PSX, RRC, RY, SBAC, SO, SUN, UGI, VLO, VST, WMB	dividends, energy, infrastructure, interest rates, Recession, small caps, technology, Utilities	The letter extensively analyzes dividend-paying tech stocks versus non-payers, finding high-dividend tech stocks outperformed when excluding the internet bubble period. Miller/Howard focuses on companies with strong dividend growth prospects and views regular dividends as management confidence signals.		View
2023 Q2	Jun 30, 2024	Miller Howard Investments Income-Equity Strategies	3.6%	0.0%	AES, AGO, AGRO, AM, BCC, BCE, BK, CAG, CAH, CHRD, CNP, CSCO, D, DCP, EME, EMN, ENB, ENLC, EPD, ETD, EVR, EXR, FFBC, FULT, GS, HCA, JHG, JNJ, JPM, KEY, KFY, KNF, LBRT, LNG, LYB, MATX, MDU, MED, MEI, MPC, MSFT, MSM, NGG, NSP, NVDA, OMAB, OMF, POR, PPL, PSX, QCRH, RRC, RY, SBAC, SLP, SO, SUN, UGI, UHT, VLO, VST, WINA, WMB	dividends, energy, income, technology, Utilities, value, volatility	The letter extensively analyzes dividend-paying tech stocks versus non-payers, finding high-dividend tech stocks outperformed when excluding the internet bubble period. Miller/Howard focuses on companies with strong dividend coverage and growth potential, with their Income-Equity strategies yielding 3.5-3.7% and positioned for dividend growth throughout market cycles.		View
2023 Q2	Jun 30, 2024	Miller Howard Investments MLP Strategy	0.0%	0.0%	AES, AM, BCE, BK, CAG, CAH, CHRD, CNP, CSCO, D, DCP, EMN, ENB, EPD, EXR, GS, HCA, JNJ, JPM, KEY, KNF, LBRT, LNG, LYB, MDU, MPC, MSFT, MSM, NGG, NVDA, OMAB, POR, PPL, PSX, RRC, RY, SBAC, SO, SUN, UGI, VLO, VST, WMB	dividends, energy, income, infrastructure, technology, Utilities, value	The letter extensively analyzes dividend-paying tech stocks versus non-payers, finding high-dividend tech stocks outperformed when excluding the internet bubble period. Miller/Howard emphasizes dividend growth as a key investment criterion across all strategies, with multiple holdings announcing dividend increases during the quarter.		View
2023 Q2	Jun 30, 2024	Miller Howard Investments Utilities Plus	0.0%	0.0%	AES, AM, BCE, BK, CAG, CAH, CHRD, CNP, CSCO, D, DCP, EMN, ENB, EPD, EXR, GS, HCA, JNJ, JPM, KEY, KNF, LBRT, LNG, LYB, MDU, MPC, MSFT, MSM, NGG, NVDA, OMAB, POR, PPL, PSX, RRC, RY, SBAC, SO, SUN, UGI, VLO, VST, WMB	dividends, energy, income, infrastructure, Recession, technology, Utilities, volatility	The letter extensively analyzes dividend-paying tech stocks versus non-payers, finding high-dividend tech stocks outperformed when excluding the internet bubble period. During recessions, dividend increases still outnumber decreases by 3-to-1, with companies having lower leverage and stronger fundamentals more likely to maintain dividend growth.		View
2025 Q1	Mar 31, 2025	Polaris Global Equity	4.1%	4.1%	000660.KS, 005930.KS, 066570.KS, ABBV, ALSN, ARW, CFR, CG, CVS, DCOM, DG.PA, DNB.OL, DTE.DE, EBC, ENI.MI, FTK.DE, GILD, HNR1.DE, IAG.L, INCH.L, IPG, LOOM.ST, MEOH.TO, MGA.TO, MKSI, MPC, MSFT, MTB, MUV2.DE, NTRS, NXT.L, OTEX.TO, PFS, PUB.PA, SBH, SDZ, SW, TTE, UTHR, VIPS, WBS, WMB, WSBC	AI, energy, Europe, financials, global, tariffs, technology, Trade	The Trump Administration has initiated far-reaching changes to reset decades of global trade agreements. Tariffs came to the forefront of every discussion in global markets, with broader-than-expected tariffs causing market volatility. By disrupting natural trade flows, tariffs can lead to reduced economic efficiency and slower global growth.		View
2023 Q4	Mar 1, 2024	ClearBridge Investments Dividend Strategy	0.0%	0.0%	AAPL, AMT, AVGO, AZN, BDX, CHK, CSCO, ENB, GILD, INTC, JPM, MSFT, PFE, PSA, SRE, WMB, XOM	AI, dividends, healthcare, inflation, Pipelines, rates, technology, Utilities	The strategy focuses on high-quality dividend growers as a core investment approach. Growing dividends are positioned as one of investors' few tools for combating inflation and rising interest rates, preserving and expanding purchasing power when dividends grow faster than inflation.	AZN GILD AAPL AAPL\|MSFT\|NFLX\|NVDA\|UNH	View
2024 Q4	Jan 17, 2025	Carillon Eagle Growth & Income Fund	-	-	AVGO, BBY, BLK, CVX, EMN, ETN, GS, JPM, MCD, MDLZ, MSFT, PG, PLD, PNC, TGT, WMB	AI, dividends, energy, financials, growth, income, large cap, technology	AI continued to drive market performance throughout 2024, with excitement around artificial intelligence remaining strong. Broadcom benefited significantly from expansion in addressable market for custom AI silicon offerings, positioning as a leader in data center connectivity and custom silicon for AI spending growth.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 23, 2026	Fund Letters	Carillon Eagle Growth & Income Fund	Williams	Oil & Gas Midstream	Oil, Gas & Consumable Fuels	Bull	New York Stock Exchange	energy infrastructure, Energy security, LNG Exports, midstream energy, natural gas pipelines, US Natural Gas, volume growth	View Pitch
Apr 13, 2026	Substack	Rijnberk Invest Insights	The Williams Companies, Inc.	Energy	Oil & Gas Midstream	Bull	New York Stock Exchange	capital deployment, data centers, energy infrastructure, fee-based revenue, growth drivers, LNG Exports, natural gas, Power generation, Regulatory Moat, Transco Pipeline	View Pitch
Aug 13, 2025	Seeking Alpha	Daniel Javier	The Williams Companies, Inc.	Energy	Oil & Gas Midstream	Bull	NYSE	—	View Pitch
Aug 13, 2025	Seeking Alpha	Daniel Jones	The Williams Companies	Energy	Oil & Gas Midstream	Neutral	NYSE	—	View Pitch
Aug 13, 2025	Seeking Alpha	Laura Starks	The Williams Companies	Energy	Oil & Gas Midstream	Neutral	NYSE	—	View Pitch

BSD Shareholders of WMB

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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