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 | Add | Lennar Corp /New Common stock | $99.8K | +1K +0.57% | 202,731 1.20% 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 | 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 | Trim | Xcel Energy Inc Common stock | $-92.7K | -1K -3.38% | 32,964 0.18% 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 | Add | 11285B108 Common stock | $87.9K | +2K +3.58% | 68,560 0.17% 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 | Trim | 464288620 Common stock | $-84.6K | -2K -12.17% | 11,905 0.04% 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 | 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 |
| Q2 2026 as of | Trim | 78464A854 Common stock | $-76.9K | -875 -23.82% | 2,799 0.02% 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 | 464287408 Common stock | $-73.8K | -325 -10.56% | 2,754 0.04% 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 | Trim | Broadcom Inc. Common stock | $-66.1K | -175 -0.11% | 166,101 4.28% 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 | Southern Co Common stock | $-64.3K | -672 -0.89% | 75,202 0.49% 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 | 060505682 Common stock | $-62.7K | -50 -3.19% | 1,519 0.13% 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 | Meta Platforms Inc Common stock | $-59.7K | -106 -11.13% | 846 0.03% of portfolio | low |
| 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 | 33733U108 Common stock | $-55.7K | -6K -1.18% | 481,824 0.32% 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 | General Dynamics Corp Common stock | $-54.2K | -153 -0.26% | 57,714 1.39% 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 |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-51.5K | -90 -8.64% | 952 0.04% 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 |
| Q2 2026 as of | Trim | Vertiv Holdings Co Common stock | $-46.2K | -138 -0.30% | 46,011 1.05% 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 | Abbott Laboratories Common stock | $-43.3K | -477 -14.59% | 2,792 0.02% 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 | 949746804 Common stock | $-41.7K | -36 -1.23% | 2,901 0.23% 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 | Trim | Weyerhaeuser Co Common stock | $-37.4K | -2K -6.41% | 22,806 0.04% 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 | 74965L200 Common stock | $-35.4K | -1K -2.18% | 64,758 0.11% 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 | Add | Visa Inc Common stock | $34.7K | +101 +0.16% | 61,800 1.45% 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 |