Institutions / Edgemoor Investment Advisors, Inc. / Activity
Activity — Edgemoor Investment Advisors, Inc.
280 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Cigna Group Common stock | $-13.3K | -50 -0.88% | 5,633 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 060505682 Common stock | $-14.3K | -12 -0.76% | 1,569 0.13% of portfolio | low |
| Q2 2026 as of | Trim | Eaton Corp plc Common stock | $-14.5K | -34 -3.99% | 818 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287473 Common stock | $-14.6K | -100 -5.65% | 1,670 0.02% of portfolio | low |
| Q2 2026 as of | Trim | RTX Corp Common stock | $-14.6K | -77 -1.70% | 4,451 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 46434G103 Common stock | $-14.7K | -178 -4.39% | 3,876 0.02% 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 | Trim | Stryker Corp Common stock | $-16.4K | -52 -3.61% | 1,390 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Wec Energy Group, Inc. Common stock | $-17.9K | -153 -7.84% | 1,799 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 706327103 Common stock | $-18.0K | -402 -0.46% | 86,088 0.26% of portfolio | low |
| Q2 2026 as of | Trim | Digital Realty Trust Inc Common stock | $-18.7K | -104 -0.27% | 38,771 0.47% of portfolio | low |
| Q2 2026 as of | Trim | EMO ClearBridge Energy Midstream Opportunity Fund Inc. Closed-End Fund | $-20.5K | -409 -0.53% | 77,329 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 464287507 Common stock | $-21.5K | -279 -1.61% | 17,103 0.09% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $22.0K | +32 +0.99% | 3,251 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 464288679 Common stock | $-22.1K | -200 -1.87% | 10,510 0.08% 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 | Trim | 33733U108 Common stock | $-23.6K | -2K -0.50% | 487,589 0.32% of portfolio | low |
| Q1 2026 as of | Trim | 464287309 Common stock | $-23.6K | -209 -9.71% | 1,944 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 464287408 Common stock | $-24.1K | -114 -3.57% | 3,079 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-24.5K | -732 -0.45% | 162,594 0.37% of portfolio | low |
| Q1 2026 as of | Trim | BlackRock Credit Allocation Income Trust Common stock | $-25.4K | -3K -0.96% | 257,803 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-26.6K | -105 -0.03% | 341,350 5.91% of portfolio | low |
| Q2 2026 as of | Trim | 464288679 Common stock | $-27.6K | -250 -2.38% | 10,260 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Millrose Properties, Inc. Common stock | $-28.4K | -1K -1.31% | 76,202 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Johnson Controls International plc Common stock | $-28.7K | -219 -0.12% | 184,518 1.65% 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 |
| Q1 2026 as of | Trim | 38173M102 Common stock | $-31.0K | -2K -3.84% | 61,309 0.05% 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 | Trim | Apple Inc. Common stock | $-33.0K | -114 -0.03% | 341,236 6.74% of portfolio | low |
| Q1 2026 as of | Trim | AT&T Inc. Common stock | $-34.2K | -1K -0.36% | 324,456 0.64% 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 | Trim | Digital Realty Trust Inc Common stock | $-35.1K | -195 -0.50% | 38,875 0.48% of portfolio | low |
| Q2 2026 as of | Trim | 74965L200 Common stock | $-35.4K | -1K -2.18% | 64,758 0.11% of portfolio | low |
| Q2 2026 as of | Trim | CenterPoint Energy Inc Common stock | $-36.9K | -839 -0.50% | 167,306 0.50% of portfolio | low |
| Q2 2026 as of | Trim | Weyerhaeuser Co Common stock | $-37.4K | -2K -6.41% | 22,806 0.04% 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 | Trim | 949746804 Common stock | $-41.7K | -36 -1.23% | 2,901 0.23% 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 |
| Q2 2026 as of | Trim | Abbott Laboratories Common stock | $-43.3K | -477 -14.59% | 2,792 0.02% 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 | Trim | Vertiv Holdings Co Common stock | $-46.2K | -138 -0.30% | 46,011 1.05% 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 | Trim | Meta Platforms Inc Common stock | $-51.5K | -90 -8.64% | 952 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 | Caterpillar Inc Common stock | $53.2K | +50 +11.29% | 493 0.04% of portfolio | low |
| Q2 2026 as of | Trim | General Dynamics Corp Common stock | $-54.2K | -153 -0.26% | 57,714 1.39% of portfolio | low |
| Q1 2026 as of | Trim | ONEOK Inc Common stock | $-55.2K | -611 -1.41% | 42,839 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 33733U108 Common stock | $-55.7K | -6K -1.18% | 481,824 0.32% of portfolio | low |