Berger Financial Group, Inc

Position in WMB — Williams Companies, Inc.

CIK 1826136 Plymouth, MN

Position in WMB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$851,416

+$14,810 QoQ

Shares Held

11,453

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#924

of 1,824 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Berger Financial Group, Inc holds $1,706,863 across 4 Oil & Gas Midstream names. WMB ranks #1 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	11,453	$851,416
2	ENB	Enbridge Inc	5,681	$307,967
3	LNG	Cheniere Energy, Inc.	1,262	$301,630
4	EPD	Enterprise Products Partners L.P.	6,688	$245,850

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$851,416	11,453	-0.4%	Shares	Sole	2026-08-04
2026-03-31	$836,606	11,495	+0.0%	Shares	Sole	2026-04-28
2025-12-31	$690,904	11,494	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$726,941	11,475	+0.7%	Shares	Sole	2025-10-14
2025-06-30	$715,531	11,392	+2.1%	Shares	Sole	2025-07-22
2025-03-31	$666,682	11,156	+6.4%	Shares	Sole	2025-05-12
2024-12-31	$567,502	10,486	0.0%	Shares	Sole	2025-02-14
2024-09-30	$478,685	10,486	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.