Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EDGEMOOR INVESTMENT ADVISORS INC | 02-07-2024 | 12-31-2023 | 160 | 956,010,292 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE CIGNA GROUP | COM | 101 | $1,701,774 | 5,683 | 0.00 | 0.00 | -4 | -0.07 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 102 | $1,627,875 | 3 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | 103 | $1,500,535 | 57,098 | 0.00 | 0.00 | -2,974 | -4.95 | 12-31-2023 |
| WELLTOWER INC | COM | 104 | $1,487,850 | 16,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
