Brendel Financial Advisors LLC

Position in WMB — Williams Companies, Inc.

CIK 1768065 HANOVER, NH

Position in WMB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$261,379

-$54,922 QoQ

Shares Held

3,516

-19.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,385

of 1,824 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Brendel Financial Advisors LLC holds $1,021,383 across 3 Oil & Gas Midstream names. WMB ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	9,563	$518,410
2	WMB	Williams Companies, Inc. This page	3,516	$261,379
3	TRGP	Targa Resources Corp.	901	$241,594

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,379	3,516	-19.1%	Shares	Sole	2026-07-31
2026-03-31	$316,301	4,346	-2.8%	Shares	Sole	2026-04-15
2025-12-31	$268,631	4,469	-88.4%	Shares	Sole	2026-01-26
2025-09-30	$2,434,033	38,422	-4.7%	Shares	Sole	2025-10-20
2025-06-30	$2,531,180	40,299	+3.5%	Shares	Sole	2025-07-11
2025-03-31	$2,327,173	38,942	-15.8%	Shares	Sole	2025-04-22
2024-12-31	$2,502,184	46,234	-11.0%	Shares	Sole	2025-01-14
2024-09-30	$2,370,467	51,927	+0.8%	Shares	Sole	2024-10-09
2024-06-30	$2,189,090	51,508	-11.8%	Shares	Sole	2024-07-15
2023-12-31	$2,032,922	58,367	+1.5%	Shares	Sole	2024-02-01
2023-03-31	$1,717,278	57,511	-32.1%	Shares	Sole	2023-04-06
2021-06-30	$2,249,820	84,739	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.