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 | CenterPoint Energy Inc Common stock | $-59.6K | -1K -0.81% | 168,145 0.50% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-59.7K | -106 -11.13% | 846 0.03% 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 | Trim | 060505682 Common stock | $-62.7K | -50 -3.19% | 1,519 0.13% of portfolio | low |
| Q2 2026 as of | Trim | Danaher Corp /De Common stock | $-64.2K | -337 -4.59% | 7,009 0.09% of portfolio | low |
| Q2 2026 as of | Trim | Southern Co Common stock | $-64.3K | -672 -0.89% | 75,202 0.49% 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 | Trim | Broadcom Inc. Common stock | $-66.1K | -175 -0.11% | 166,101 4.28% 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 | Trim | 464287408 Common stock | $-73.8K | -325 -10.56% | 2,754 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 780259305 Common stock | $-75.4K | -811 -0.51% | 156,690 0.99% of portfolio | low |
| Q2 2026 as of | Trim | 78464A854 Common stock | $-76.9K | -875 -23.82% | 2,799 0.02% 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 |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-83.1K | -243 -0.16% | 149,533 3.49% of portfolio | low |
| Q2 2026 as of | Trim | 464288620 Common stock | $-84.6K | -2K -12.17% | 11,905 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Crown Castle Inc Common stock | $-87.0K | -1K -1.20% | 94,654 0.49% 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 | Trim | 949746804 Common stock | $-92.4K | -80 -2.65% | 2,937 0.23% of portfolio | low |
| Q2 2026 as of | Trim | Xcel Energy Inc Common stock | $-92.7K | -1K -3.38% | 32,964 0.18% 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 |
| Q2 2026 as of | Trim | Johnson Controls International plc Common stock | $-99.6K | -682 -0.37% | 183,836 1.83% 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 | Trim | 38173M102 Common stock | $-101.9K | -8K -12.91% | 53,396 0.05% 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 | Trim | Simon Property Group Inc Common stock | $-110.3K | -493 -0.71% | 69,083 1.05% of portfolio | low |
| Q1 2026 as of | Trim | EPD Enterprise Products Partners L.P. MLP | $-113.6K | -3K -1.01% | 294,522 0.76% of portfolio | low |
| Q2 2026 as of | Trim | Home Depot, Inc. Common stock | $-115.3K | -327 -11.97% | 2,404 0.06% of portfolio | low |
| Q2 2026 as of | Trim | KYN Kayne Anderson Energy Infrastructure Fund, Inc. Closed-End Fund | $-118.8K | -9K -4.41% | 186,308 0.18% 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 | Trim | BlackRock Credit Allocation Income Trust Common stock | $-128.7K | -13K -4.89% | 245,206 0.17% of portfolio | low |
| 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 |
| Q2 2026 as of | Trim | Entergy Corp /De Common stock | $-139.9K | -1K -1.03% | 117,326 0.92% of portfolio | low |
| Q1 2026 as of | Trim | Bank of America Corp /De Common stock | $-141.4K | -3K -26.53% | 8,031 0.03% 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 | Trim | Nextera Energy Inc Common stock | $-142.8K | -2K -1.48% | 102,342 0.65% 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 |
| Q2 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-155.7K | -326 -0.47% | 69,451 2.26% 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 |
| Q2 2026 as of | Trim | Millrose Properties, Inc. Common stock | $-166.4K | -6K -7.27% | 70,665 0.14% 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 |