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 | 464288646 Common stock | $14.9K | +283 +4.76% | 6,223 0.02% of portfolio | low |
| Q2 2026 as of | Add | ONEOK Inc Common stock | $13.3K | +153 +0.36% | 42,992 0.25% of portfolio | low |
| Q2 2026 as of | Add | Public Storage Common stock | $12.7K | +40 +0.14% | 28,964 0.63% 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 | 464287226 Common stock | $10.4K | +105 +0.46% | 22,941 0.15% 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 | 921943858 Common stock | $9.2K | +129 +3.99% | 3,363 0.02% 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 |
| 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 | Corning Inc /Ny Common stock | $5.0K | +37 +1.61% | 2,339 0.02% of portfolio | low |
| Q1 2026 as of | Add | Constellation Energy Corp Common stock | $3.4K | +12 +1.58% | 772 0.01% 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 |
| Q2 2026 as of | Add | 464287804 Common stock | $2.5K | +17 +0.23% | 7,471 0.08% 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 |
| Q1 2026 as of | Add | 464288687 Common stock | $2.0K | +65 +0.61% | 10,663 0.02% 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 | AbbVie Inc. Common stock | $435 | +2 +0.08% | 2,435 0.04% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $124 | +1 +<0.01% | 12,615 0.11% 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 | Abbott Laboratories Common stock | $103 | +1 +0.03% | 3,269 0.02% of portfolio | low |