Annex Advisory Services, LLC

Position in WMB — Williams Companies, Inc.

CIK 1542287 BROOKFIELD, WI

Position in WMB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$9,595,658

-$790,630 QoQ

Shares Held

129,078

-9.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#398

of 1,824 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Annex Advisory Services, LLC holds $10,754,857 across 5 Oil & Gas Midstream names. WMB ranks #1 (89.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	129,078	$9,595,658
2	EPD	Enterprise Products Partners L.P.	9,811	$360,652
3	MPLX	Mplx LP	4,986	$280,861
4	ET	Energy Transfer LP	14,490	$277,048
5	KMI	Kinder Morgan, Inc.	7,527	$240,638

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,595,658	129,078	-9.6%	Shares	Sole	2026-07-10
2026-03-31	$10,386,288	142,708	-39.6%	Shares	Sole	2026-04-16
2025-12-31	$14,202,790	236,280	+2.1%	Shares	Sole	2026-01-26
2025-09-30	$14,666,475	231,515	+19.4%	Shares	Sole	2025-10-17
2025-06-30	$12,177,477	193,878	+9.2%	Shares	Sole	2025-07-11
2025-03-31	$10,605,666	177,471	+4.7%	Shares	Sole	2025-04-11
2024-12-31	$9,175,125	169,533	+2.5%	Shares	Sole	2025-01-16
2024-09-30	$7,551,149	165,414	+11.1%	Shares	Sole	2024-10-10
2024-06-30	$6,326,592	148,861	+52.0%	Shares	Sole	2024-07-12
2024-03-31	$3,816,059	97,923	+4.1%	Shares	Sole	2024-04-12
2023-12-31	$3,277,015	94,086	+12.1%	Shares	Sole	2024-02-13
2023-09-30	$2,828,410	83,954	+12.7%	Shares	Sole	2023-11-01
2023-06-30	$2,430,021	74,472	—	Shares	Sole	2023-07-24
No filing history on record for this holder in this stock.