The Williams Companies, Inc.
MX ˙ BMV ˙ US9694571004
SecurityMX:WMB / The Williams Companies, Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership9,379 shares
Latest Disclosed Value $ 682,608
PDS Planning, Inc reports 3.66% increase in ownership of WMB / The Williams Companies, Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 9,379 shares of The Williams Companies, Inc. (MX:WMB) valued at $682,608 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 9,048 shares of The Williams Companies, Inc.. This represents a change in shares of 3.66% 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)
2026-04-21 2026-03-31 13F WILLIAMS COS COM 969457100 9,379 331 3.66 683 25.60 0.0450
2026-01-26 2025-12-31 13F WILLIAMS COS COM 969457100 9,048 1,218 15.56 544 9.48 0.0363
2025-10-21 2025-09-30 13F WILLIAMS COS COM 969457100 7,830 -431 -5.22 496 -4.25 0.0343
2025-07-24 2025-06-30 13F WILLIAMS COS COM 969457100 8,261 1,111 15.54 519 21.31 0.0387
2025-04-24 2025-03-31 13F WILLIAMS COS COM 969457100 7,150 476 7.13 427 18.28 0.0360
2025-02-10 2024-12-31 13F WILLIAMS COS COM 969457100 6,674 743 12.53 361 33.70 0.0321
2024-10-30 2024-09-30 13F WILLIAMS COS COM 969457100 5,931 44 0.75 271 8.00 0.0243
2024-08-08 2024-06-30 13F WILLIAMS COS COM 969457100 5,887 107 1.85 250 11.11 0.0252
2024-05-01 2024-03-31 13F WILLIAMS COS COM 969457100 5,780 5,780 225 0.0237
2023-10-20 2023-09-30 13F WILLIAMS COS COM 969457100 0 -6,350 -100.00 0 -100.00
2023-07-21 2023-06-30 13F WILLIAMS COS COM 969457100 6,350 6,350 207 0.0265
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.