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 | Simon Property Group Inc Common stock | $6.5K | +35 +0.05% | 69,576 0.89% of portfolio | low |
| Q1 2026 as of | Trim | 922908363 Common stock | $-6.0K | -10 -0.31% | 3,219 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 46432F842 Common stock | $-5.9K | -61 -1.94% | 3,088 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Welltower, Inc. Common stock | $-5.7K | -25 -0.17% | 14,360 0.22% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $5.2K | +8 +0.11% | 7,338 0.33% of portfolio | low |
| Q1 2026 as of | Add | Corning Inc /Ny Common stock | $5.0K | +37 +1.61% | 2,339 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Verizon Communications Inc Common stock | $-4.3K | -102 -0.05% | 219,557 0.63% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-3.9K | -12 -0.17% | 7,132 0.16% of portfolio | low |
| Q1 2026 as of | Add | Constellation Energy Corp Common stock | $3.4K | +12 +1.58% | 772 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Paychex Inc Common stock | $-3.3K | -36 -1.48% | 2,389 0.02% of portfolio | low |
| Q1 2026 as of | Trim | ConocoPhillips Common stock | $-3.3K | -25 -1.08% | 2,297 0.02% of portfolio | low |
| Q2 2026 as of | Add | ET Energy Transfer LP MLP | $3.2K | +168 +0.81% | 20,788 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Welltower, Inc. Common stock | $-3.0K | -15 -0.10% | 14,385 0.19% of portfolio | low |
| Q2 2026 as of | Add | 464287804 Common stock | $2.5K | +17 +0.23% | 7,471 0.08% of portfolio | low |
| Q1 2026 as of | Add | United Rentals Inc Common stock | $2.2K | +3 +<0.01% | 70,115 3.48% of portfolio | low |
| Q2 2026 as of | Trim | Johnson & Johnson Common stock | $-2.0K | -8 -0.08% | 10,588 0.18% of portfolio | low |
| Q1 2026 as of | Add | 464288687 Common stock | $2.0K | +65 +0.61% | 10,663 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-1.9K | -17 -0.13% | 12,598 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Coca Cola Co Common stock | $-1.7K | -21 -0.66% | 3,152 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-1.6K | -12 -0.10% | 11,579 0.11% of portfolio | low |
| Q2 2026 as of | Trim | Chevron Corp Common stock | $-1.5K | -9 -0.16% | 5,566 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-1.5K | -18 -0.62% | 2,904 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-1.0K | -6 -0.05% | 11,591 0.13% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $503 | +2 +0.08% | 2,437 0.04% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $435 | +2 +0.08% | 2,435 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Amgen Inc Common stock | $-352 | -1 -0.05% | 1,910 0.05% of portfolio | low |
| Q2 2026 as of | Trim | American Electric Power Co Inc Common stock | $-137 | -1 -0.00% | 123,349 1.15% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $124 | +1 +<0.01% | 12,615 0.11% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $106 | +1 +<0.01% | 10,174 0.07% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $103 | +1 +0.03% | 3,269 0.02% of portfolio | low |