Carnegie Lake Advisors LLC

Position in WMB — Williams Companies, Inc.

CIK 2043591 PRINCETON, NJ

Position in WMB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,025,765

-$430,560 QoQ

Shares Held

27,250

-19.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#688

of 1,824 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Carnegie Lake Advisors LLC holds $5,893,773 across 5 Oil & Gas Midstream names. WMB ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	27,250	$2,025,765
2	KMI	Kinder Morgan, Inc.	58,035	$1,855,378
3	ENB	Enbridge Inc	27,301	$1,479,987
4	EPD	Enterprise Products Partners L.P.	8,000	$294,080
5	OKE	Oneok Inc /New/	2,744	$238,563

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,025,765	27,250	-19.3%	Shares	Sole	2026-07-24
2026-03-31	$2,456,325	33,750	0.0%	Shares	Sole	2026-04-29
2025-12-31	$2,028,712	33,750	-1.5%	Shares	Sole	2026-02-10
2025-09-30	$2,169,737	34,250	-5.6%	Shares	Sole	2025-10-20
2025-06-30	$2,280,003	36,300	0.0%	Shares	Sole	2025-08-06
2025-03-31	$2,169,288	36,300	-4.6%	Shares	Sole	2025-05-05
2024-12-31	$2,058,291	38,032	-0.5%	Shares	Sole	2025-01-29
2024-09-30	$1,745,290	38,232	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.