Institutions / Edgemoor Investment Advisors, Inc. / Activity
Activity — Edgemoor Investment Advisors, Inc.
120 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $103 | +1 +0.03% | 3,269 0.02% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $106 | +1 +<0.01% | 10,174 0.07% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $124 | +1 +<0.01% | 12,615 0.11% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $435 | +2 +0.08% | 2,435 0.04% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $503 | +2 +0.08% | 2,437 0.04% of portfolio | low |
| Q1 2026 as of | Add | 464288687 Common stock | $2.0K | +65 +0.61% | 10,663 0.02% of portfolio | low |
| Q1 2026 as of | Add | United Rentals Inc Common stock | $2.2K | +3 +<0.01% | 70,115 3.48% of portfolio | low |
| Q2 2026 as of | Add | 464287804 Common stock | $2.5K | +17 +0.23% | 7,471 0.08% of portfolio | low |
| Q2 2026 as of | Add | ET Energy Transfer LP MLP | $3.2K | +168 +0.81% | 20,788 0.03% of portfolio | low |
| Q1 2026 as of | Add | Constellation Energy Corp Common stock | $3.4K | +12 +1.58% | 772 0.01% of portfolio | low |
| Q1 2026 as of | Add | Corning Inc /Ny Common stock | $5.0K | +37 +1.61% | 2,339 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $5.2K | +8 +0.11% | 7,338 0.33% of portfolio | low |
| Q1 2026 as of | Add | Simon Property Group Inc Common stock | $6.5K | +35 +0.05% | 69,576 0.89% of portfolio | low |
| Q2 2026 as of | Add | 921943858 Common stock | $9.2K | +129 +3.99% | 3,363 0.02% of portfolio | low |
| Q2 2026 as of | Add | Kinder Morgan, Inc. Common stock | $9.8K | +305 +0.19% | 162,899 0.36% of portfolio | low |
| Q2 2026 as of | Add | 464287226 Common stock | $10.4K | +105 +0.46% | 22,941 0.15% of portfolio | low |
| Q1 2026 as of | Add | Altria Group, Inc. Common stock | $12.1K | +183 +3.25% | 5,809 0.03% of portfolio | low |
| Q2 2026 as of | Add | Public Storage Common stock | $12.7K | +40 +0.14% | 28,964 0.63% of portfolio | low |
| Q2 2026 as of | Add | ONEOK Inc Common stock | $13.3K | +153 +0.36% | 42,992 0.25% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $14.9K | +283 +4.76% | 6,223 0.02% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $22.0K | +32 +0.99% | 3,251 0.15% of portfolio | low |
| Q2 2026 as of | Add | Deere & Co Common stock | $23.5K | +37 +0.14% | 26,406 1.14% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $28.8K | +98 +1.39% | 7,144 0.14% of portfolio | low |
| Q2 2026 as of | Add | Lowes Companies Inc Common stock | $31.1K | +141 +0.07% | 198,931 2.99% of portfolio | low |
| Q2 2026 as of | Add | Slb LIMITED/NV Common stock | $32.5K | +698 +0.92% | 76,935 0.24% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $34.7K | +101 +0.16% | 61,800 1.45% of portfolio | low |
| Q1 2026 as of | Add | 66987V109 Common stock | $38.3K | +251 +0.23% | 108,581 1.13% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $38.9K | +159 +1.52% | 10,596 0.18% of portfolio | low |
| Q2 2026 as of | Add | Corning Inc /Ny Common stock | $42.4K | +166 +7.10% | 2,505 0.04% of portfolio | low |
| Q1 2026 as of | Add | 464287507 Common stock | $44.1K | +653 +3.90% | 17,382 0.08% of portfolio | low |
| Q2 2026 as of | Add | Cisco Systems, Inc. Common stock | $47.9K | +408 +4.12% | 10,319 0.08% of portfolio | low |
| Q1 2026 as of | Add | Entergy Corp /De Common stock | $51.9K | +462 +0.39% | 118,544 0.91% of portfolio | low |
| Q2 2026 as of | Add | Caterpillar Inc Common stock | $53.2K | +50 +11.29% | 493 0.04% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $62.4K | +264 +0.13% | 198,790 3.20% of portfolio | low |
| Q2 2026 as of | Add | Evergy, Inc. Common stock | $65.7K | +760 +0.81% | 94,683 0.56% of portfolio | low |
| Q2 2026 as of | Add | G16258108 Common stock | $69.1K | +2K +2.58% | 79,102 0.19% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $69.8K | +655 +6.88% | 10,173 0.07% of portfolio | low |
| Q1 2026 as of | Add | Public Storage Common stock | $70.2K | +259 +0.90% | 28,924 0.53% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $71.2K | +230 +0.14% | 166,276 3.51% of portfolio | low |
| Q2 2026 as of | Add | ARCC Ares Capital Corp Common Stock | $79.0K | +4K +0.60% | 720,251 0.91% of portfolio | low |
| Q2 2026 as of | Add | AT&T Inc. Common stock | $80.2K | +4K +1.19% | 328,329 0.46% of portfolio | low |
| Q1 2026 as of | Add | American Electric Power Co Inc Common stock | $81.4K | +621 +0.51% | 123,350 1.10% of portfolio | low |
| Q2 2026 as of | Add | Oracle Corp Common stock | $82.5K | +563 +6.26% | 9,562 0.10% of portfolio | low |
| Q2 2026 as of | Add | 11285B108 Common stock | $87.9K | +2K +3.58% | 68,560 0.17% of portfolio | low |
| Q1 2026 as of | Add | Clearway Energy, Inc. Common stock | $92.8K | +2K +1.11% | 215,549 0.58% of portfolio | low |
| Q2 2026 as of | Add | BlackRock, Inc. Common stock | $96.2K | +100 +0.54% | 18,620 1.22% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $99.1K | +103 +0.56% | 18,520 1.22% of portfolio | low |
| Q1 2026 as of | Add | Lennar Corp /New Common stock | $99.8K | +1K +0.57% | 202,731 1.20% of portfolio | low |
| Q2 2026 as of | Add | 464288414 Common stock | $104.9K | +975 +11.06% | 9,788 0.07% of portfolio | low |
| Q2 2026 as of | Add | Uber Technologies, Inc Common stock | $127.7K | +2K +3.79% | 48,509 0.24% of portfolio | low |