Edgemoor-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "BEP", "BEPC", "PBA", "BCE", "ACN", "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "JFR", "T", "BLK", "AVGO", "LOW", "ARCC", "BTZ", "EMO", "CCI", "NTCT", "FRA", "FCT", "GD", "HON", "HD", "MCD", "QCOM", "LEN", "AMAT", "EMR", "BKNG", null, "MUB", "META", null, null, "IJH", null, null, "KMI", "IWS", "MMC", "MSFT", "EVRG", "FTV", "NVS", null, "ORLY", "BX", "IJR", "KKR", "IWD", "ORCL", "OKE", "PAYX", null, null, null, "IWF", "PEP", "IEMG", null, "GBDC", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "IEFA", "NOW", "SLB", "SPG", "O", "SHEL", "RTX", "SPLG", "IBM", "SYK", "CI", "TXN", "TMO", "UBER", "VO", "SCHW", "KYN", "WY", "TSM", null, "ETR", "VTR", "DD", "VRTX", "VRT", "ATO", "ARE", "STWD", "FI", "WEC", "IWR", "AEP", "ES", "NVO", "AMZN", "IVE", null, "VOO", "VLTO", "V", "WMT", null, "WFC", "WELL", "WSM", "XEL", "YUM", null, "ET", "JCI", "NZF", "MKL", "SO", "SYY", "PSA", "ADP", "AZO", "BK", "BRK-A", "BRK-B", "CARR", "CNP", "CVX", "CSCO", "C", "CWEN-A", "KO", "COP", "ED", "COST", "CSX", "DHR", "DE", "DLR", null, "NEE", "EPD", "ETN", "GOOG", "XOM", "JNJ", "LLY", "PM", "MO", "URI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 161
- Total Value
- 1087461515
- Accession Number
- 0001398344-25-008646
- Form Type
- 13F-HR
- Manager Name
- Edgemoor-Investment-Advisors
Data Enrichment
91% identified146 identified15 unidentified
Holdings
161 positions
Manager:
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949746804
Shares:3.2K
Value:$3.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
107.1K | All Managers (Combined) | $7.6M | |||
639.0K | All Managers (Combined) | $6.5M | |||
176.7K | All Managers (Combined) | $6.4M | |||
42.2K | All Managers (Combined) | $6.0M | |||
208.8K | All Managers (Combined) | $5.9M | |||
Evergy, Inc.(EVRGcusip30034W106) | 81.1K | All Managers (Combined) | $5.6M | ||
58.7K | QoQ +1.31% (-760)YoY NEW(+58.7K) | All Managers (Combined) | $5.4M | YoY NEW(+$5.4M) | |
PFIZER INC(PFEcusip717081103) | 213.6K | All Managers (Combined) | $5.4M | ||
170.3K | All Managers (Combined) | $4.9M | |||
1.0K | QoQ +4.59% (-46) | All Managers (Combined) | $4.8M | ||
ONEOK INC /NEW/(OKEcusip682680103) | 46.2K | All Managers (Combined) | $4.6M | ||
29.0K | All Managers (Combined) | $4.5M | |||
46.7K | All Managers (Combined) | $4.2M | |||
7.3K | QoQ 0.00% (-0)YoY +7.62% (+517) | All Managers (Combined) | $4.1M | ||
EVERSOURCE ENERGY(EScusip30040W108) | 63.2K | All Managers (Combined) | $3.9M | ||
(cusip949746804)✕ | 3.2K | All Managers (Combined) | $3.9M | ||
191.6K | All Managers (Combined) | $3.8M | |||
89.9K | All Managers (Combined) | $3.6M | |||
COCA COLA CO(KOcusip191216100) | 46.0K | All Managers (Combined) | $3.3M | ||
268.5K | All Managers (Combined) | $2.9M |