Edgemoor Investment Advisors, Inc. Sells in Q2 2025

Edgemoor Investment Advisors, Inc.

  • $1.12 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.41K
- 2.78%
$483.48 - $539.8 $2.13M - $2.38M
154K $74.8M
AAPL
Apple Inc.

Technology
-11K
- 3.06%
$172.42 - $223.89 $1.9M - $2.47M
350K $71.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.17K
- 1.07%
$210.83 - $235.28 $457K - $510K
200K $44.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-772
- 1.36%
$421.16 - $509.5 $325K - $393K
56K $24.9M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-6.28K
- 10.7%
$67.83 - $92.33 $426K - $580K
52.4K $3.81M
LEN
Lennar Corp

Consumer Cyclical
-4.29K
- 2.07%
$102.76 - $115.66 $441K - $497K
203K $22.4M
EPD
Enterprise Products Partners L.P.

Energy
-4.5K
- 1.45%
$28.95 - $34.22 $130K - $154K
306K $9.49M
AEP
American Electric Power CO Inc

Utilities
-3.85K
- 3.04%
$98.59 - $109.11 $380K - $420K
123K $12.8M
ARCC
Ares Capital Corp

Financial Services
-37.9K
- 5.24%
$18.91 - $22.43 $716K - $849K
685K $15M
OKE
Oneok Inc

Energy
-626
- 1.35%
$78.71 - $100.37 $49.3K - $62.8K
45.6K $3.72M
MRK
Merck & Co., Inc.

Healthcare
-2.86K
- 6.12%
$73.47 - $87.12 $210K - $249K
43.8K $3.47M
ETR
Entergy Corp

Utilities
-2.95K
- 2.38%
$79.01 - $86.61 $233K - $256K
121K $10M
SLB
Schlumberger Limited

Energy
-774
- 1.33%
$31.95 - $42.2 $24.7K - $32.7K
57.3K $1.94M
PBA
Pembina Pipeline Corp

Energy
-2.45K
- 2.73%
$35.16 - $40.88 $86.1K - $100K
87.4K $3.28M
MUB
Ishares National Muni Bond ETF

ETFs
-2.5K
- 25.35%
$102.31 - $105.8 $256K - $265K
7.36K $769K
NEE
Nextera Energy Inc

Utilities
-1.64K
- 1.53%
$64.11 - $75.0 $105K - $123K
105K $7.32M
V
Visa Inc.

Financial Services
-1.54K
- 2.49%
$308.27 - $373.31 $475K - $575K
60.3K $21.4M
SHV
Ishares Tr

ETFs
-2.21K
- 16.2%
$110.06 - $110.46 $243K - $244K
11.4K $1.26M
WY
Weyerhaeuser CO

Real Estate
-3.78K
- 9.33%
$24.69 - $29.48 $93.4K - $111K
36.7K $943K
ATO
Atmos Energy Corp

Utilities
-1.1K
- 3.8%
$145.06 - $162.66 $160K - $179K
27.9K $4.29M
JNJ
Johnson & Johnson

Healthcare
-108
- 0.98%
$146.36 - $159.82 $15.8K - $17.3K
10.9K $1.66M
XEL
Xcel Energy Inc

Utilities
-800
- 2.19%
$65.65 - $72.39 $52.5K - $57.9K
35.7K $2.43M
LLY
Eli Lilly & CO

Healthcare
-109
- 9.5%
$713.71 - $898.95 $77.8K - $98K
1.04K $809K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-10.4K
- 1.62%
$9.08 - $10.16 $94.1K - $105K
629K $6.39M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.17K
- 14.3%
$90.56 - $109.49 $106K - $128K
7.01K $765K
AMGN
Amgen Inc

Healthcare
-2
- 0.1%
$262.28 - $309.85 $525 - $620
1.9K $531K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-620
- 2.69%
$96.84 - $99.46 $60K - $61.7K
22.4K $2.23M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1K
- 1.42%
$13.03 - $15.28 $13K - $15.3K
69.2K $1.01M
HON
Honeywell International Inc

Industrials
-310
- 25.02%
$182.86 - $232.88 $56.7K - $72.2K
929 $216K
NVO
Novo Nordisk A S

Healthcare
-536
- 3.41%
$58.08 - $81.05 $31.1K - $43.4K
15.2K $1.05M
WELL
Welltower Inc.

Real Estate
-305
- 1.86%
$136.49 - $155.22 $41.6K - $47.3K
16.1K $2.47M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-2.94K
- 3.95%
$7.51 - $8.49 $22.1K - $25K
71.6K $606K
CWENA
Clearway Energy Inc Cl A
-420
- 0.2%
N/A
208K $7.19M
Bank America Corp
-8
- 0.5%
N/A
1.59K $0
Blackrock Inc
-1.04K
- 5.37%
N/A
18.3K $0
Wells Fargo CO New
-105
- 3.26%
N/A
3.12K $0
ADP
Automatic Data Processing Inc

Industrials
-11
- 0.41%
$276.76 - $326.81 $3.04K - $3.59K
2.69K $829K
WSM
Williams Sonoma Inc

Consumer Cyclical
-5.92K
- 3.19%
$137.62 - $174.44 $814K - $1.03M
179K $29.3M
LMT
Lockheed Martin Corp

Industrials
-15
- 1.16%
$430.82 - $486.45 $6.46K - $7.3K
1.28K $591K
KMI
Kinder Morgan, Inc.

Energy
-4.29K
- 2.52%
$25.21 - $29.4 $108K - $126K
166K $4.88M
CNP
Centerpoint Energy Inc

Utilities
-1.8K
- 1.02%
$35.5 - $39.05 $63.9K - $70.3K
175K $6.43M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-2.02K
- 0.75%
$9.86 - $10.92 $19.9K - $22.1K
266K $2.91M
CSCO
Cisco Systems, Inc.

Technology
-58
- 0.6%
$53.19 - $69.38 $3.09K - $4.02K
9.68K $671K
T
At&T Inc.

Communication Services
-3.96K
- 1.33%
$26.33 - $28.94 $104K - $114K
293K $8.47M
BEP
Brookfield Renewable Partners L.P.

Utilities
-1.65K
- 2.5%
$20.16 - $26.41 $33.3K - $43.6K
64.4K $1.64M
GD
General Dynamics Corp

Industrials
-1.45K
- 2.5%
$247.68 - $291.66 $359K - $423K
56.6K $16.5M
NVS
Novartis Ag

Healthcare
-1.6K
- 1.42%
$101.96 - $121.01 $163K - $193K
111K $13.4M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.16K
- 2.75%
$136.11 - $177.69 $158K - $206K
41K $7.16M
BX
Blackstone Inc.

Financial Services
-829
- 0.54%
$120.07 - $151.11 $99.5K - $125K
152K $22.7M
Activity Summary
Buys All Purchases 77 New Holdings 13 Increased Positions 64 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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