Edgemoor Investment Advisors, Inc. Incresed Positions in Q1 2025

Edgemoor Investment Advisors, Inc.

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
412
+ 0.26%
$442.66 - $534.52 $182K - $220K
158K $84.4M
PFE
Pfizer Inc

Healthcare
195K
+ 1040.88%
$25.01 - $27.13 $4.87M - $5.29M
214K $5.41M
ES
Eversource Energy

Utilities
44.4K
+ 235.16%
$55.63 - $63.8 $2.47M - $2.83M
63.2K $3.93M
V
Visa Inc.

Financial Services
1.32K
+ 2.17%
$306.92 - $362.71 $404K - $477K
61.9K $21.7M
SHEL
Shell PLC

Energy
2.56K
+ 1.64%
$62.84 - $73.29 $161K - $187K
158K $11.6M
T
At&T Inc.

Communication Services
6.47K
+ 2.23%
$21.56 - $28.28 $140K - $183K
297K $8.39M
VZ
Verizon Communications Inc

Communication Services
2.74K
+ 1.25%
$37.81 - $46.49 $104K - $127K
222K $10.1M
O
Realty Income Corp

Real Estate
4.65K
+ 2.69%
$51.67 - $58.49 $240K - $272K
178K $10.3M
EPD
Enterprise Products Partners L.P.

Energy
1.26K
+ 0.41%
$31.75 - $34.14 $39.9K - $42.9K
311K $10.6M
SCHW
Schwab Charles Corp

Financial Services
1.82K
+ 1.03%
$71.24 - $83.64 $129K - $152K
178K $14M
EVRG
Evergy, Inc.

Utilities
2.99K
+ 3.82%
$59.9 - $69.52 $179K - $208K
81.1K $5.59M
PSA
Public Storage

Real Estate
1.67K
+ 6.31%
$288.99 - $313.98 $481K - $523K
28.1K $8.4M
VRT
Vertiv Holdings CO

Industrials
5.37K
+ 15.87%
N/A
39.2K $3.4M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
37.1K
+ 24.19%
$12.03 - $12.69 $446K - $470K
190K $2.33M
C
Citigroup Inc

Financial Services
5.3K
+ 3.82%
$67.23 - $84.63 $356K - $448K
144K $10.2M
SLB
Schlumberger Limited

Energy
6.7K
+ 13.04%
$38.4 - $43.74 $257K - $293K
58K $2.43M
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.31K
+ 3.28%
$50.44 - $50.7 $369K - $370K
230K $11.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.51K
+ 5.77%
$56.17 - $59.71 $422K - $448K
138K $7.86M
JCI
Johnson Controls International PLC

Industrials
910
+ 0.46%
$76.12 - $90.6 $69.3K - $82.4K
199K $15.9M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
2.59K
+ 5.96%
$46.55 - $51.16 $120K - $132K
45.9K $2.28M
STWD
Starwood Property Trust, Inc.

Real Estate
5.29K
+ 2.84%
$18.41 - $20.53 $97.4K - $109K
192K $3.79M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
26.4K
+ 18.11%
$12.7 - $13.72 $335K - $362K
172K $2.22M
MUB
Ishares National Muni Bond ETF

ETFs
1.9K
+ 23.86%
$104.71 - $107.69 $199K - $205K
9.86K $1.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
485
+ 2.15%
$95.85 - $99.25 $46.5K - $48.1K
23.1K $2.28M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
5.65K
+ 3.88%
$11.96 - $13.56 $67.6K - $76.6K
151K $1.94M
HD
Home Depot, Inc.

Consumer Cyclical
345
+ 15.92%
$347.25 - $424.87 $120K - $147K
2.51K $920K
JFR
Nuveen Floating Rate Income Fund

Financial Services
12.4K
+ 20.0%
$8.41 - $9.05 $104K - $112K
74.5K $631K
META
Meta Platforms, Inc.

Communication Services
153
+ 19.87%
$576.36 - $736.67 $88.2K - $113K
923 $531K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$169.2 - $216.66 $169 - $217
2.32K $485K
ABT
Abbott Laboratories

Healthcare
1
+ 0.03%
$111.1 - $140.22 $111 - $140
3.05K $405K
SPY
Spdr S&P 500 ETF Trust

ETFs
79
+ 23.1%
$551.42 - $612.93 $43.6K - $48.4K
421 $235K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.6%
$890.62 - $1076.86 $3.56K - $4.31K
674 $637K
COP
Conocophillips

Energy
43
+ 1.72%
$88.6 - $105.85 $3.81K - $4.55K
2.54K $266K
Brookfield Renewable Corp
1.33K
+ 3.03%
N/A
45.2K $0
GS
Goldman Sachs Group Inc

Financial Services
6
+ 1.18%
$524.81 - $672.19 $3.15K - $4.03K
516 $281K
BEP
Brookfield Renewable Partners L.P.

Utilities
1.3K
+ 2.0%
$20.03 - $23.79 $25.9K - $30.8K
66.1K $1.46M
WMT
Walmart Inc.

Consumer Defensive
25
+ 0.2%
$84.5 - $105.05 $2.11K - $2.63K
12.6K $1.11M
ACN
Accenture PLC

Technology
494
+ 8.67%
$300.91 - $398.25 $149K - $197K
6.19K $1.93M
NOW
Service Now, Inc.

Technology
11
+ 2.46%
$783.83 - $1170.39 $8.62K - $12.9K
459 $365K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
+ 4.6%
$4295.4 - $5141.88 $198K - $237K
1.05K $4.82M
NVO
Novo Nordisk A S

Healthcare
542
+ 3.57%
$69.3 - $90.95 $37.6K - $49.3K
15.7K $1.09M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
760
+ 1.31%
$92.51 - $102.81 $70.3K - $78.1K
58.7K $5.43M
ORCL
Oracle Corp

Technology
46
+ 0.52%
$139.81 - $186.47 $6.43K - $8.58K
8.93K $1.25M
DLR
Digital Realty Trust, Inc.

Real Estate
220
+ 0.52%
$142.1 - $183.56 $31.3K - $40.4K
42.2K $6.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.76K
+ 2.68%
$165.25 - $224.62 $291K - $395K
67.4K $11.2M
LOW
Lowes Companies Inc

Consumer Cyclical
803
+ 0.4%
$222.66 - $268.42 $179K - $216K
202K $47.1M
NVDA
Nvidia Corp

Technology
1.28K
+ 0.75%
$106.98 - $149.43 $137K - $191K
171K $18.6M
BX
Blackstone Inc.

Financial Services
150
+ 0.1%
$136.53 - $186.74 $20.5K - $28K
153K $21.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.14K
+ 0.63%
$190.26 - $242.06 $217K - $276K
182K $34.6M
Activity Summary
Buys All Purchases 53 New Holdings 3 Increased Positions 50 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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