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 | Exit | CrowdStrike Holdings, Inc. Common stock | $-215.6K | -460 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Constellation Energy Corp Common stock | $-215.6K | -772 -100.00% | 0 | low |
| Q2 2026 as of | New | Norfolk Southern Corp Common stock | $214.9K | +683 | 683 0.01% 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 |
| Q2 2026 as of | Trim | EPD Enterprise Products Partners L.P. MLP | $-213.4K | -6K -1.97% | 288,717 0.72% of portfolio | low |
| Q1 2026 as of | Exit | 464287549 Common stock | $-213.1K | -2K -100.00% | 0 | low |
| Q2 2026 as of | New | 46137V472 Common stock | $212.9K | +2K | 1,886 0.01% of portfolio | low |
| Q2 2026 as of | New | 97717X669 Common stock | $210.4K | +2K | 2,200 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-209.8K | -3K -46.51% | 3,173 0.02% of portfolio | low |
| Q2 2026 as of | New | ESP Espey Mfg & Electronics Corp Common Stock | $209.1K | +3K | 3,104 0.01% of portfolio | low |
| Q2 2026 as of | New | 464287655 Common stock | $208.8K | +695 | 695 0.01% of portfolio | low |
| Q2 2026 as of | Trim | Atmos Energy Corp Common stock | $-206.9K | -1K -4.70% | 24,351 0.29% of portfolio | low |
| Q1 2026 as of | New | Honeywell International Inc Common stock | $206.8K | +915 | 915 0.01% of portfolio | low |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-206.8K | -915 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 464287481 Common stock | $-206.8K | -2K -100.00% | 0 | low |
| Q2 2026 as of | New | Citizens Financial Group INC/RI Common stock | $205.9K | +3K | 2,939 0.01% of portfolio | low |
| Q1 2026 as of | Exit | Markel Group Inc Common stock | $-204.2K | -95 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Autozone Inc Common stock | $-202.7K | -60 -100.00% | 0 | 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 |
| Q2 2026 as of | New | 922042775 Common stock | $202.1K | +2K | 2,412 0.01% of portfolio | low |
| Q2 2026 as of | New | 46434V639 Common stock | $200.6K | +4K | 4,000 0.01% 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 | Trim | Thermo Fisher Scientific Inc. Common stock | $-197.0K | -393 -2.17% | 17,692 0.61% of portfolio | low |
| Q2 2026 as of | Trim | Vertex Pharmaceuticals Inc / Ma Common stock | $-196.2K | -395 -0.71% | 55,020 1.86% of portfolio | low |
| Q1 2026 as of | Trim | 46434V878 Common stock | $-182.2K | -4K -1.27% | 279,754 0.97% of portfolio | low |
| Q2 2026 as of | Trim | Nextera Energy Inc Common stock | $-172.6K | -2K -1.92% | 100,375 0.60% 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 | Trim | Atmos Energy Corp Common stock | $-168.8K | -914 -3.45% | 25,552 0.32% 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 | Trim | Millrose Properties, Inc. Common stock | $-166.4K | -6K -7.27% | 70,665 0.14% 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 | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-155.7K | -326 -0.47% | 69,451 2.26% 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 | Trim | Nextera Energy Inc Common stock | $-142.8K | -2K -1.48% | 102,342 0.65% 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 | Bank of America Corp /De Common stock | $-141.4K | -3K -26.53% | 8,031 0.03% 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 | 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 | 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 | Uber Technologies, Inc Common stock | $127.7K | +2K +3.79% | 48,509 0.24% 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 | Trim | Home Depot, Inc. Common stock | $-115.3K | -327 -11.97% | 2,404 0.06% 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 | Simon Property Group Inc Common stock | $-110.3K | -493 -0.71% | 69,083 1.05% 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 | 38173M102 Common stock | $-101.9K | -8K -12.91% | 53,396 0.05% of portfolio | low |