Institutions / Edgemoor Investment Advisors, Inc. / Activity
Activity — Edgemoor Investment Advisors, Inc.
280 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-33.0K | -114 -0.03% | 341,236 6.74% 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 | Add | Lowes Companies Inc Common stock | $31.1K | +141 +0.07% | 198,931 2.99% of portfolio | low |
| Q1 2026 as of | Trim | 38173M102 Common stock | $-31.0K | -2K -3.84% | 61,309 0.05% 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 | Johnson Controls International plc Common stock | $-28.7K | -219 -0.12% | 184,518 1.65% 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 |
| 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 | Apple Inc. Common stock | $-26.6K | -105 -0.03% | 341,350 5.91% 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 | Kinder Morgan, Inc. Common stock | $-24.5K | -732 -0.45% | 162,594 0.37% 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 | 464287309 Common stock | $-23.6K | -209 -9.71% | 1,944 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 33733U108 Common stock | $-23.6K | -2K -0.50% | 487,589 0.32% 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 | 464288679 Common stock | $-22.1K | -200 -1.87% | 10,510 0.08% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $22.0K | +32 +0.99% | 3,251 0.15% 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 | 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 | Digital Realty Trust Inc Common stock | $-18.7K | -104 -0.27% | 38,771 0.47% 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 | Wec Energy Group, Inc. Common stock | $-17.9K | -153 -7.84% | 1,799 0.01% of portfolio | low |
| Q2 2026 as of | Trim | Stryker Corp Common stock | $-16.4K | -52 -3.61% | 1,390 0.03% 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 | 46434G103 Common stock | $-14.7K | -178 -4.39% | 3,876 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 |
| 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 | Eaton Corp plc Common stock | $-14.5K | -34 -3.99% | 818 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 060505682 Common stock | $-14.3K | -12 -0.76% | 1,569 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Cigna Group Common stock | $-13.3K | -50 -0.88% | 5,633 0.10% of portfolio | low |
| Q2 2026 as of | Add | ONEOK Inc Common stock | $13.3K | +153 +0.36% | 42,992 0.25% of portfolio | low |
| Q1 2026 as of | Trim | 78464A854 Common stock | $-13.2K | -173 -4.50% | 3,674 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Mcdonald'S Corp Common stock | $-13.0K | -48 -3.29% | 1,413 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Bank of New York Mellon Corp/The Common stock | $-12.8K | -108 -0.58% | 18,610 0.15% 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 |
| Q1 2026 as of | Trim | Xcel Energy Inc Common stock | $-11.9K | -150 -0.44% | 34,118 0.18% of portfolio | low |
| Q2 2026 as of | Trim | 706327103 Common stock | $-11.8K | -256 -0.30% | 85,832 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-11.8K | -36 -1.30% | 2,731 0.06% 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 |
| Q1 2026 as of | Trim | Southern Co Common stock | $-9.7K | -100 -0.13% | 75,874 0.50% of portfolio | low |
| Q1 2026 as of | Trim | Texas Instruments Inc Common stock | $-9.5K | -49 -2.59% | 1,843 0.02% of portfolio | low |
| Q2 2026 as of | Add | 921943858 Common stock | $9.2K | +129 +3.99% | 3,363 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Qualcomm INC/DE Common stock | $-7.4K | -40 -1.79% | 2,190 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 46090E103 Common stock | $-7.4K | -10 -1.52% | 647 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 74965L200 Common stock | $-7.2K | -300 -0.45% | 66,203 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-7.2K | -60 -2.15% | 2,727 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Ventas, Inc. Common stock | $-7.0K | -85 -1.67% | 4,995 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-6.6K | -7 -0.89% | 778 0.05% of portfolio | low |