NorthRock Partners, LLC

Position in WMB — Williams Companies, Inc.

CIK 1632097 MINNEAPOLIS, MN

Position in WMB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,522,557

+$166,739 QoQ

Shares Held

20,481

+9.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#773

of 1,824 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

NorthRock Partners, LLC holds $3,248,208 across 3 Oil & Gas Midstream names. WMB ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	20,481	$1,522,557
2	EPD	Enterprise Products Partners L.P.	34,871	$1,281,857
3	ET	Energy Transfer LP	23,211	$443,794

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,522,557	20,481	+9.9%	Shares	Sole	2026-08-11
2026-03-31	$1,355,818	18,629	+384.4%	Shares	Sole	2026-05-15
2025-12-31	$231,183	3,846	-75.1%	Shares	Sole	2026-02-17
2025-09-30	$979,200	15,457	+3.0%	Shares	Sole	2025-11-14
2025-06-30	$942,275	15,002	+52.8%	Shares	Sole	2025-11-14
2025-03-31	$586,604	9,816	+4.1%	Shares	Sole	2025-05-08
2024-12-31	$510,297	9,429	+2.9%	Shares	Sole	2025-04-22
2024-09-30	$418,245	9,162	+4.5%	Shares	Sole	2025-04-22
2024-06-30	$372,682	8,769	+7.2%	Shares	Sole	2025-04-22
2024-03-31	$318,657	8,177	+4.8%	Shares	Sole	2025-04-22
2023-12-31	$271,708	7,801	—	Shares	Sole	2025-04-22
No filing history on record for this holder in this stock.