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Edgemoor Investment Advisors, Inc.: BEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgemoor Investment Advisors, Inc. on BEP, newest first. How the timeline and the estimate are built.

Edgemoor Investment Advisors, Inc. held 79,102 BEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,102 shares
    Change vs previous 13F +1,990 shares

    0.19% of the 13F portfolio, value $2,747,212.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,112 shares
    Change vs previous 13F +18,371 shares

    0.2% of the 13F portfolio, value $2,516,936.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,741 shares
    Change vs previous 13F -12,665 shares

    0.12% of the 13F portfolio, value $1,584,245.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 71,406 shares
    Change vs previous 13F +6,997 shares

    0.14% of the 13F portfolio, value $1,841,561.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,409 shares
    Change vs previous 13F -1,652 shares

    0.14% of the 13F portfolio, value $1,643,074.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,061 shares
    Change vs previous 13F +1,295 shares

    0.13% of the 13F portfolio, value $1,463,912.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,766 shares
    Change vs previous 13F +14 shares

    0.13% of the 13F portfolio, value $1,476,017.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 64,752 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,824,711.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).