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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464287226
Shares:23.1K
Value:$2.3M
060505682
Shares:1.6K
Value:$2.0M
74965L200
Shares:74.3K
Value:$1.8M
464288679
Shares:13.6K
Value:$1.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
39.2K | YoY NEW(+39.2K) | All Managers (Combined) | $2.8M | YoY NEW(+$2.8M) | |
XCEL ENERGY INC(XELcusip98389B100) | 36.5K | All Managers (Combined) | $2.6M | ||
WELLTOWER INC.(WELLcusip95040Q104) | 16.4K | QoQ -0.15% (-25)YoY -0.75% (-125) | All Managers (Combined) | $2.5M | |
58.0K | YoY NEW(+58.0K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) | |
3 | All Managers (Combined) | $2.4M | |||
190.3K | All Managers (Combined) | $2.3M | |||
(cusip464287226)✕ | 23.1K | All Managers (Combined) | $2.3M | ||
45.9K | YoY NEW(+45.9K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) | |
172.2K | All Managers (Combined) | $2.2M | |||
(cusip060505682)✕ | 1.6K | QoQ -0.86% (-14)YoY -4.65% (-78) | All Managers (Combined) | $2.0M | |
151.2K | All Managers (Combined) | $1.9M | |||
Accenture plc(ACNcusipG1151C101) | 6.2K | All Managers (Combined) | $1.9M | ||
Cigna Group(CIcusip125523100) | 5.7K | All Managers (Combined) | $1.9M | ||
11.0K | All Managers (Combined) | $1.8M | |||
(cusip74965L200)✕ | 74.3K | All Managers (Combined) | $1.8M | ||
7.0K | QoQ -2.10% (-151)YoY -0.31% (-22) | All Managers (Combined) | $1.7M | ||
6.4K | All Managers (Combined) | $1.6M | |||
18.7K | All Managers (Combined) | $1.6M | |||
(cusip464288679)✕ | 13.6K | All Managers (Combined) | $1.5M | ||
7.2K | QoQ -0.31% (-23)YoY +1.07% (-77) | All Managers (Combined) | $1.5M |