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Arosa Capital Management’s Williams Companies WMB Stock Holding History

Arosa Capital Management’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30,000
Closed -$1.9M – 110
2025
Q3 		$1.9M Buy
+30,000
New +$1.76M 0.42% 39
2018
Q2 		– Sell
-250,000
Closed -$6.21M – 83
2018
Q1 		$6.21M Buy
+250,000
New +$7.38M 0.86% 37
2016
Q4 		– Sell
-500,000
Closed -$15.4M – 46
2016
Q3 		$15.4M Buy
+500,000
New +$13.3M 2.05% 19

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arosa Capital Management's WMB Position: Q2 2026 in Review

Arosa Capital Management reduced its Williams Companies (WMB) stake by 20% in Q2 2026, selling an estimated $1.1M and leaving 60,000 shares worth $4.46M. The position accounts for 0.8% of the portfolio, ranked #34.

Arosa Capital Management first reported a position in WMB in Q2 2016 and has held it in 16 quarters since. The position peaked at $28M in Q3 2016. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Arosa Capital Management held 60,000 shares of Williams Companies worth $4.46M as of Q2 2026.
  • Arosa Capital Management sold 15,000 Williams Companies shares in Q2 2026, an estimated $1.1M.
  • Williams Companies made up 0.8% of Arosa Capital Management's portfolio in Q2 2026, its #34 holding.
  • Arosa Capital Management first reported a position in Williams Companies in Q2 2016 and has held it in 16 quarters since.
  • Arosa Capital Management's Williams Companies position peaked at $28M in Q3 2016.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Arosa Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.