Institutions / Edgemoor Investment Advisors, Inc. / Activity
Activity — Edgemoor Investment Advisors, Inc.
120 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Citigroup Inc Common stock | $135.2K | +966 +0.66% | 147,759 1.41% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $138.0K | +1K +17.30% | 8,813 0.06% of portfolio | low |
| Q1 2026 as of | Add | 11285B108 Common stock | $141.7K | +4K +5.68% | 66,191 0.18% of portfolio | low |
| Q1 2026 as of | Add | KYN Kayne Anderson Energy Infrastructure Fund, Inc. Closed-End Fund | $150.2K | +11K +5.70% | 194,896 0.19% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $153.1K | +878 +0.50% | 175,610 2.09% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $162.0K | +338 +0.22% | 151,123 4.94% of portfolio | low |
| Q1 2026 as of | Add | Crown Castle Inc Common stock | $168.5K | +2K +2.21% | 95,803 0.53% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $170.8K | +478 +0.31% | 154,840 3.77% of portfolio | low |
| Q2 2026 as of | Add | Marriott International Inc/MD Common stock | $171.3K | +462 +60.39% | 1,227 0.03% of portfolio | low |
| Q1 2026 as of | Add | ARCC Ares Capital Corp Common Stock | $198.4K | +11K +1.56% | 715,985 0.88% of portfolio | low |
| Q2 2026 as of | Add | 780259305 Common stock | $202.3K | +3K +1.67% | 159,299 0.84% of portfolio | low |
| Q1 2026 as of | Add | EMO ClearBridge Energy Midstream Opportunity Fund Inc. Closed-End Fund | $202.4K | +4K +5.18% | 77,738 0.28% of portfolio | low |
| Q1 2026 as of | Add | Starwood Property Trust, Inc. Common stock | $214.6K | +12K +6.41% | 206,984 0.24% of portfolio | low |
| Q1 2026 as of | Add | Deere & Co Common stock | $220.8K | +392 +1.51% | 26,369 1.01% of portfolio | low |
| Q2 2026 as of | Add | General Mills Inc Common stock | $221.2K | +6K +10.06% | 69,529 0.17% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $221.6K | +3K +252.29% | 3,840 0.02% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $225.5K | +746 +1.22% | 61,699 1.27% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $226.8K | +608 +0.29% | 209,741 5.34% of portfolio | low |
| Q2 2026 as of | Add | Pfizer Inc Common stock | $227.0K | +9K +3.33% | 292,257 0.48% of portfolio | low |
| Q2 2026 as of | Add | NZF Nuveen Municipal Credit Income Fund Closed-End Fund | $242.3K | +19K +6.71% | 303,993 0.26% of portfolio | low |
| Q2 2026 as of | Add | 46434V878 Common stock | $253.3K | +5K +1.79% | 284,762 0.98% of portfolio | low |
| Q1 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $257.2K | +576 +1.05% | 55,415 1.69% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $262.5K | +4K +17.43% | 24,777 0.12% of portfolio | low |
| Q2 2026 as of | Add | Eversource Energy Common stock | $268.6K | +4K +4.50% | 86,228 0.43% of portfolio | low |
| Q1 2026 as of | Add | Evergy, Inc. Common stock | $273.0K | +3K +3.68% | 93,923 0.52% of portfolio | low |
| Q1 2026 as of | Add | US Bancorp \De Common stock | $292.0K | +6K +6.67% | 89,846 0.32% of portfolio | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $292.9K | +3K +1.67% | 189,484 1.21% of portfolio | low |
| Q1 2026 as of | Add | Booking Holdings Inc Common stock | $303.1K | +72 +6.13% | 1,246 0.36% of portfolio | low |
| Q2 2026 as of | Add | Realty Income Corp Common stock | $305.1K | +5K +2.33% | 215,968 0.91% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $313.4K | +1K +0.71% | 154,362 3.03% of portfolio | low |
| Q2 2026 as of | Add | Blackstone Inc Common stock | $315.4K | +3K +1.71% | 159,293 1.28% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $317.5K | +3K +1.79% | 156,613 1.23% of portfolio | low |
| Q1 2026 as of | Add | Slb LIMITED/NV Common stock | $322.4K | +6K +8.97% | 76,237 0.27% of portfolio | low |
| Q1 2026 as of | Add | General Dynamics Corp Common stock | $331.2K | +965 +1.70% | 57,867 1.35% of portfolio | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $338.0K | +3K +13.13% | 29,611 0.20% of portfolio | low |
| Q1 2026 as of | Add | Citigroup Inc Common stock | $340.1K | +3K +2.09% | 146,793 1.14% of portfolio | low |
| Q1 2026 as of | Add | Realty Income Corp Common stock | $345.8K | +6K +2.75% | 211,044 0.88% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $351.3K | +1K +3.13% | 46,149 0.79% of portfolio | low |
| Q1 2026 as of | Add | 09255X100 Common stock | $354.5K | +32K +10.86% | 328,384 0.25% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $359.2K | +1K +1.55% | 69,777 1.61% of portfolio | low |
| Q1 2026 as of | Add | Copart Inc Common stock | $367.8K | +11K +27.24% | 51,743 0.12% of portfolio | low |
| Q2 2026 as of | Add | 46641Q332 Common stock | $370.1K | +7K +3.83% | 177,479 0.68% of portfolio | low |
| Q2 2026 as of | Add | Starwood Property Trust, Inc. Common stock | $376.8K | +23K +11.11% | 229,987 0.26% of portfolio | low |
| Q2 2026 as of | Add | Schwab Charles Corp Common stock | $400.0K | +4K +2.29% | 193,819 1.22% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $400.1K | +814 +4.71% | 18,085 0.61% of portfolio | low |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $418.4K | +15K +5.56% | 282,832 0.54% of portfolio | low |
| Q2 2026 as of | Add | Palo Alto Networks Inc Common stock | $420.8K | +1K +6.95% | 18,993 0.44% of portfolio | low |
| Q1 2026 as of | Add | Eversource Energy Common stock | $455.4K | +7K +8.66% | 82,511 0.39% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $472.3K | +1K +0.61% | 209,133 5.28% of portfolio | low |
| Q1 2026 as of | Add | NZF Nuveen Municipal Credit Income Fund Closed-End Fund | $474.3K | +39K +15.83% | 284,883 0.24% of portfolio | low |