Pinnacle West Asset Management, Inc.

Position in WMB — Williams Companies, Inc.

CIK 1975730 CASPER, WY

Position in WMB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,738,855

+$78,458 QoQ

Shares Held

50,294

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.67%

of 13F equity value

Holder Rank

#560

of 1,824 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Pinnacle West Asset Management, Inc. holds $10,462,989 across 4 Oil & Gas Midstream names. WMB ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	50,294	$3,738,855
2	KMI	Kinder Morgan, Inc.	89,740	$2,868,987
3	EPD	Enterprise Products Partners L.P.	54,987	$2,021,322
4	OKE	Oneok Inc /New/	21,093	$1,833,825

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,738,855	50,294	0.0%	Shares	Sole	2026-08-12
2026-03-31	$3,660,397	50,294	-5.2%	Shares	Sole	2026-05-15
2025-12-31	$3,188,474	53,044	-2.8%	Shares	Sole	2026-02-10
2025-09-30	$3,455,362	54,544	0.0%	Shares	Sole	2025-11-05
2025-06-30	$3,425,908	54,544	-0.2%	Shares	Sole	2025-07-24
2025-03-31	$3,265,525	54,644	+0.2%	Shares	Sole	2025-05-07
2024-12-31	$2,951,921	54,544	0.0%	Shares	Sole	2025-02-04
2024-09-30	$2,489,933	54,544	+0.3%	Shares	Sole	2024-10-23
2024-06-30	$2,310,682	54,369	0.0%	Shares	Sole	2024-08-07
2024-03-31	$2,118,759	54,369	-0.9%	Shares	Sole	2024-04-24
2023-12-31	$1,910,251	54,845	+7.3%	Shares	Sole	2024-02-13
2023-09-30	$1,722,232	51,120	+5.5%	Shares	Sole	2023-11-08
2023-06-30	$1,581,576	48,470	+0.0%	Shares	Sole	2023-08-15
2023-03-31	$1,446,866	48,455	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.