Edgemoor Investment Advisors’s BCE BCE Stock Holding History

Edgemoor Investment Advisors’s Portfolio BCE Stock Details BCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-55,542	Closed	-$1.28M	–	171
2025 Q1	$1.28M	Sell	55,542 -43,537	-44%	-$1.02M	0.12%	84
2024 Q4	$2.3M	Sell	99,079 -15,214	-13%	-$437K	0.2%	63
2024 Q3	$3.98M	Sell	114,293 -4,441	-4%	-$152K	0.35%	57
2024 Q2	$3.84M	Sell	118,734 -6,951	-6%	-$232K	0.36%	52
2024 Q1	$4.27M	Buy	125,685 +18,237	+17%	+$694K	0.4%	52
2023 Q4	$4.23M	Sell	107,448 -5,368	-5%	-$208K	0.44%	49
2023 Q3	$4.31M	Buy	112,816 +4,843	+4%	+$203K	0.51%	45
2023 Q2	$4.92M	Buy	107,973 +2,318	+2%	+$108K	0.56%	45
2023 Q1	$4.73M	Buy	105,655 +3,359	+3%	+$152K	0.58%	44
2022 Q4	$4.5M	Buy	102,296 +2,320	+2%	+$104K	0.56%	44
2022 Q3	$4.19M	Buy	99,976 +3,229	+3%	+$157K	0.56%	45
2022 Q2	$4.76M	Sell	96,747 -2,088	-2%	-$112K	0.6%	44
2022 Q1	$5.48M	Buy	98,835 +275	+0.3%	+$14.6K	0.58%	48
2021 Q4	$5.13M	Sell	98,560 -2,246	-2%	-$115K	0.53%	49
2021 Q3	$5.05M	Sell	100,806 -21,374	-17%	-$1.08M	0.57%	51
2021 Q2	$6.03M	Buy	122,180 +25,227	+26%	+$1.22M	0.56%	51
2021 Q1	$4.38M	Buy	96,953 +33,355	+52%	+$1.47M	0.44%	51
2020 Q4	$2.72M	Buy	63,598 +49,396	+348%	+$2.11M	0.31%	57
2020 Q3	$589K	Sell	14,202 -475	-3%	-$20.1K	0.07%	82
2020 Q2	$613K	Buy	14,677 +196	+1%	+$8.07K	0.08%	79
2020 Q1	$592K	Buy	14,481 +378	+3%	+$16.9K	0.1%	77
2019 Q4	$654K	Buy	14,103 +197	+1%	+$9.43K	0.07%	91
2019 Q3	$673K	Buy	13,906 +397	+3%	+$18.6K	0.08%	88
2019 Q2	$614K	Sell	13,509 -704	-5%	-$31.8K	0.08%	92
2019 Q1	$631K	Hold	14,213	–	–	0.08%	93
2018 Q4	$562K	Sell	14,213 -246	-2%	-$10.1K	0.08%	93
2018 Q3	$586K	Hold	14,459	–	–	0.07%	92
2018 Q2	$585K	Hold	14,459	–	–	0.08%	92
2018 Q1	$622K	Hold	14,459	–	–	0.08%	94
2017 Q4	$672K	Sell	14,459 -450	-3%	-$21.4K	0.08%	92
2017 Q3	$698K	Hold	14,909	–	–	0.09%	94
2017 Q2	$672K	Buy	14,909 +211	+1%	+$9.51K	0.09%	95
2017 Q1	$651K	Buy	14,698 +925	+7%	+$40.8K	0.09%	92
2016 Q4	$596K	Sell	13,773 -1,375	-9%	-$60.7K	0.09%	86
2016 Q3	$700K	Sell	15,148 -915	-6%	-$43.4K	0.11%	84
2016 Q2	$760K	Sell	16,063 -50	-0.3%	-$2.32K	0.12%	83
2016 Q1	$734K	Sell	16,113 -915	-5%	-$38.2K	0.11%	86
2015 Q4	$658K	Sell	17,028 -1,415	-8%	-$59.6K	0.1%	96
2015 Q3	$755K	Hold	18,443	–	–	0.11%	99
2015 Q2	$784K	Buy	18,443 +117	+0.6%	+$5.14K	0.11%	95
2015 Q1	$776K	Sell	18,326 -520	-3%	-$23.2K	0.11%	90
2014 Q4	$864K	Sell	18,846 -445	-2%	-$20K	0.13%	86
2014 Q3	$825K	Sell	19,291 -1,281	-6%	-$57.2K	0.12%	89
2014 Q2	$933K	Buy	20,572 +2,345	+13%	+$106K	0.14%	90
2014 Q1	$786K	Sell	18,227 -550	-3%	-$23.4K	0.12%	87
2013 Q4	$813K	Buy	18,777 +100	+0.5%	+$4.35K	0.13%	88
2013 Q3	$798K	Sell	18,677 -100	-0.5%	-$4.16K	0.14%	89
2013 Q2	$770K	Buy	+18,777	New	+$851K	0.14%	95

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Edgemoor Investment Advisors's BCE Position: Q2 2025 in Review

Edgemoor Investment Advisors sold out of BCE (BCE) in Q2 2025, closing a stake of 55,542 shares — an estimated $1.28M sold.

Edgemoor Investment Advisors first reported a position in BCE in Q2 2013 and held it in 48 quarters. The position peaked at $6.03M in Q2 2021. 391 funds tracked by Wall St. Rank hold BCE as of Q2 2025.

Edgemoor Investment Advisors reported no remaining BCE position as of Q2 2025 after selling out during the quarter.
Edgemoor Investment Advisors sold 55,542 BCE shares in Q2 2025, an estimated $1.28M.
Edgemoor Investment Advisors first reported a position in BCE in Q2 2013 and held it in 48 quarters.
Edgemoor Investment Advisors's BCE position peaked at $6.03M in Q2 2021.
391 funds tracked by Wall St. Rank held BCE as of Q2 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.