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Williams Companies shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Williams Companies

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All positions including Williams Companies held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $69k 950 72.74
2025-03-31 $48k 808 59.73
2024-12-31 $44k 808 54.09

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Williams Companies

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Vanguard Portfolio Management
Morgan Stanley
Geode Capital Management
ClearBridge Advisors
Wellington Management Company
Deutsche Bank Aktiengesellschaft
Invesco
Blackstone Group
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada

View all funds holding Williams Companies