Root Financial Partners, LLC

Position in WMB — Williams Companies, Inc.

CIK 1977181 ENCINITAS, CA

Position in WMB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$317,952

+$8,492 QoQ

Shares Held

4,277

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,299

of 1,824 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Root Financial Partners, LLC holds $2,297,588 across 5 Oil & Gas Midstream names. WMB ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	31,633	$1,162,829
2	WMB	Williams Companies, Inc. This page	4,277	$317,952
3	ET	Energy Transfer LP	15,641	$299,055
4	ENB	Enbridge Inc	5,024	$272,351
5	KMI	Kinder Morgan, Inc.	7,676	$245,401

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,952	4,277	+0.6%	Shares	Sole	2026-07-29
2026-03-31	$309,460	4,252	+13.8%	Shares	Sole	2026-04-24
2025-12-31	$224,570	3,736	+7.3%	Shares	Sole	2026-02-10
2025-09-30	$220,521	3,481	+7.9%	Shares	Sole	2025-10-29
2025-06-30	$202,687	3,227	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.