Baker Avenue Asset Management, LP

Position in WMB — Williams Companies, Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in WMB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$896,391

-$190,578 QoQ

Shares Held

12,058

-19.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#903

of 1,824 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Energy · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $3,455,844 across 4 Oil & Gas Midstream names. WMB ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRGP	Targa Resources Corp.	7,445	$1,996,302
2	WMB	Williams Companies, Inc. This page	12,058	$896,391
3	KMI	Kinder Morgan, Inc.	10,470	$334,725
4	EPD	Enterprise Products Partners L.P.	6,214	$228,426

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$896,391	12,058	-19.3%	Shares	Sole	2026-07-28
2026-03-31	$1,086,969	14,935	-11.5%	Shares	Sole	2026-05-12
2025-12-31	$1,013,935	16,868	-14.4%	Shares	Sole	2026-02-10
2025-09-30	$1,247,931	19,699	+2.4%	Shares	Sole	2025-10-31
2025-06-30	$1,207,961	19,232	+6671.8%	Shares	Sole	2025-08-13
2023-09-30	$9,567	284	+2.9%	Shares	Sole	2023-11-15
2023-06-30	$9,005	276	0.0%	Shares	Sole	2023-08-14
2023-03-31	$8,241	276	0.0%	Shares	Sole	2023-05-16
2022-12-31	$9,080	276	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.