Fund Update: Empower Advisory Group, LLC opened a $49.5M position in $WMB stock

Empower Advisory Group, LLC has opened a new $49.5M position in $WMB, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $WMB.

$WMB Hedge Fund Activity

We have seen 744 institutional investors add shares of $WMB stock to their portfolio, and 685 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• BANK OF AMERICA CORP /DE/ removed 8,912,443 shares (-15.8%) from their portfolio in Q4 2024, for an estimated $482,341,415
• WELLINGTON MANAGEMENT GROUP LLP removed 7,791,039 shares (-21.8%) from their portfolio in Q4 2024, for an estimated $421,651,030
• JPMORGAN CHASE & CO removed 5,982,883 shares (-23.0%) from their portfolio in Q4 2024, for an estimated $323,793,627
• BLACKSTONE INC. added 5,068,738 shares (+36.5%) to their portfolio in Q4 2024, for an estimated $274,320,100
• PRICE T ROWE ASSOCIATES INC /MD/ removed 4,608,089 shares (-16.7%) from their portfolio in Q4 2024, for an estimated $249,389,776
• STATE STREET CORP removed 3,744,706 shares (-4.8%) from their portfolio in Q4 2024, for an estimated $202,663,488
• CLEARBRIDGE INVESTMENTS, LLC removed 3,391,483 shares (-17.6%) from their portfolio in Q4 2024, for an estimated $183,547,059

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$WMB Insider Trading Activity

$WMB insiders have traded $WMB stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.

Here’s a breakdown of recent trading of $WMB stock by insiders over the last 6 months:

• MICHEAL G. DUNN (Executive Vice President & COO) sold 96,687 shares for an estimated $5,128,278
• CHAD A. TEPLY (Senior Vice President) sold 26,000 shares for an estimated $1,467,960
• MARY A. HAUSMAN (VP Chief Accounting Officer) has made 0 purchases and 3 sales selling 16,847 shares for an estimated $959,169.
• LARRY C LARSEN (Senior Vice President) has made 0 purchases and 2 sales selling 14,684 shares for an estimated $833,032.
• TERRANCE LANE WILSON (SVP & General Counsel) has made 0 purchases and 6 sales selling 12,000 shares for an estimated $688,500.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$WMB Congressional Stock Trading

Members of Congress have traded $WMB stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $WMB stock by members of Congress over the last 6 months:

• REPRESENTATIVE DWIGHT EVANS sold up to $15,000 on 04/03.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$WMB Analyst Ratings

Wall Street analysts have issued reports on $WMB in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Wells Fargo issued a "Overweight" rating on 05/07/2025
• Raymond James issued a "Outperform" rating on 04/23/2025

To track analyst ratings and price targets for $WMB, check out Quiver Quantitative's $WMB forecast page.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $WMB ticker page for more data.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.