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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arosa Capital Management's WMB Position: Q1 2026 in Review

Arosa Capital Management reduced its Williams Companies (WMB) stake by 32% in Q1 2026, selling an estimated $2.42M and leaving 75,000 shares worth $5.46M. The position accounts for 0.83% of the portfolio, ranked #20.

Arosa Capital Management first reported a position in WMB in Q2 2016 and has held it in 15 quarters since. The position peaked at $28M in Q3 2016. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Arosa Capital Management held 75,000 shares of Williams Companies worth $5.46M as of Q1 2026.
Arosa Capital Management sold 35,000 Williams Companies shares in Q1 2026, an estimated $2.42M.
Williams Companies made up 0.83% of Arosa Capital Management's portfolio in Q1 2026, its #20 holding.
Arosa Capital Management first reported a position in Williams Companies in Q2 2016 and has held it in 15 quarters since.
Arosa Capital Management's Williams Companies position peaked at $28M in Q3 2016.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Arosa Capital Management's 13F filing for Q1 2026, filed 15 May 2026.