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 | 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 | Pfizer Inc Common stock | $227.0K | +9K +3.33% | 292,257 0.48% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $226.8K | +608 +0.29% | 209,741 5.34% 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 | 922908629 Common stock | $221.6K | +3K +252.29% | 3,840 0.02% 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 |
| Q1 2026 as of | Add | Deere & Co Common stock | $220.8K | +392 +1.51% | 26,369 1.01% 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 | EMO ClearBridge Energy Midstream Opportunity Fund Inc. Closed-End Fund | $202.4K | +4K +5.18% | 77,738 0.28% 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 | ARCC Ares Capital Corp Common Stock | $198.4K | +11K +1.56% | 715,985 0.88% 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 |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $170.8K | +478 +0.31% | 154,840 3.77% 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 |
| 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 | NVIDIA Corp Common stock | $153.1K | +878 +0.50% | 175,610 2.09% 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 | 11285B108 Common stock | $141.7K | +4K +5.68% | 66,191 0.18% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $138.0K | +1K +17.30% | 8,813 0.06% of portfolio | low |
| Q2 2026 as of | Add | Citigroup Inc Common stock | $135.2K | +966 +0.66% | 147,759 1.41% 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 |
| Q2 2026 as of | Add | 464288414 Common stock | $104.9K | +975 +11.06% | 9,788 0.07% 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 |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $99.1K | +103 +0.56% | 18,520 1.22% 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 | Clearway Energy, Inc. Common stock | $92.8K | +2K +1.11% | 215,549 0.58% of portfolio | low |
| Q2 2026 as of | Add | 11285B108 Common stock | $87.9K | +2K +3.58% | 68,560 0.17% of portfolio | low |
| Q2 2026 as of | Add | Oracle Corp Common stock | $82.5K | +563 +6.26% | 9,562 0.10% 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 | AT&T Inc. Common stock | $80.2K | +4K +1.19% | 328,329 0.46% 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 |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $71.2K | +230 +0.14% | 166,276 3.51% 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 | iShares MSCI UAE ETF Common stock | $69.8K | +655 +6.88% | 10,173 0.07% of portfolio | low |
| Q2 2026 as of | Add | G16258108 Common stock | $69.1K | +2K +2.58% | 79,102 0.19% of portfolio | low |
| Q2 2026 as of | Add | Evergy, Inc. Common stock | $65.7K | +760 +0.81% | 94,683 0.56% 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 | Caterpillar Inc Common stock | $53.2K | +50 +11.29% | 493 0.04% 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 | Cisco Systems, Inc. Common stock | $47.9K | +408 +4.12% | 10,319 0.08% 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 | Corning Inc /Ny Common stock | $42.4K | +166 +7.10% | 2,505 0.04% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $38.9K | +159 +1.52% | 10,596 0.18% of portfolio | low |
| Q1 2026 as of | Add | 66987V109 Common stock | $38.3K | +251 +0.23% | 108,581 1.13% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $34.7K | +101 +0.16% | 61,800 1.45% 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 | Lowes Companies Inc Common stock | $31.1K | +141 +0.07% | 198,931 2.99% 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 | Deere & Co Common stock | $23.5K | +37 +0.14% | 26,406 1.14% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $22.0K | +32 +0.99% | 3,251 0.15% of portfolio | low |