FLAGSHIP HARBOR ADVISORS, LLC

Position in WMB — Williams Companies, Inc.

CIK 1691766 BOSTON, MA

Position in WMB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$495,922

-$15,721 QoQ

Shares Held

6,671

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,122

of 1,824 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $6,490,307 across 7 Oil & Gas Midstream names. WMB ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	86,873	$3,193,451
2	ET	Energy Transfer LP	51,356	$981,926
3	TNCAF	Tc Energy Corp	13,906	$921,828
4	WMB	Williams Companies, Inc. This page	6,671	$495,922
5	ENB	Enbridge Inc	7,931	$429,939
6	OKE	Oneok Inc /New/	3,058	$265,862
7	KMI	Kinder Morgan, Inc.	6,299	$201,379

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,922	6,671	-5.1%	Shares	Sole	2026-07-22
2026-03-31	$511,643	7,030	+2.0%	Shares	Sole	2026-04-28
2025-12-31	$414,278	6,892	-1.2%	Shares	Sole	2026-01-21
2025-09-30	$441,802	6,974	+11.1%	Shares	Sole	2025-11-05
2025-06-30	$394,195	6,276	+0.0%	Shares	Sole	2025-08-04
2025-03-31	$374,994	6,275	+1.5%	Shares	Sole	2025-04-22
2024-12-31	$334,569	6,182	-31.2%	Shares	Sole	2025-01-21
2024-09-30	$409,982	8,981	+68.5%	Shares	Sole	2024-10-21
2024-06-30	$226,482	5,329	0.0%	Shares	Sole	2025-12-02
2024-03-31	$207,671	5,329	+524.7%	Shares	Sole	2024-04-16
2020-09-30	$16,761	853	-58.0%	Shares	Sole	2020-10-13
2020-06-30	$38,591	2,029	+168.7%	Shares	Sole	2020-07-31
2020-03-31	$10,683	755	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.