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Eagle Global Advisors LLC

SEC CIK
0001130787
Latest filing
Jul 30, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 20, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
240
−22 vs. Q4 2021
Portfolio value
$1.62B
+$32.9M (+2.1%) vs. Q4 2021
Filed
Apr 20, 2022
SEC
Holdings of Eagle Global Advisors LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock530,951$92.7M5.7%−43,280−7.5%ReducedHistory
TRGPTarga Resources Corp.COM835,257$63.0M3.9%+2200.0%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN5,295,655$59.3M3.7%−197,449−3.6%ReducedHistory
MSFTMicrosoft CorpStock183,970$56.7M3.5%+321+0.2%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT2,176,465$54.9M3.4%+269,616+14.1%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD1,372,811$45.5M2.8%−82,334−5.7%ReducedHistory
GOOGLAlphabet Inc.Stock16,346$45.5M2.8%−246−1.5%ReducedHistory
AMZNAmazon Com IncStock13,457$43.9M2.7%−302−2.2%ReducedHistory
EPDEnterprise Products Partners L.P.Stock1,392,271$35.9M2.2%−29,759−2.1%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN3,321,180$35.7M2.2%−248,908−7.0%ReducedHistory
GOOGAlphabet Inc.Stock12,175$34.0M2.1%+58+0.5%AddedHistory
METAMeta Platforms, Inc.Stock142,070$31.6M1.9%−1,685−1.2%ReducedHistory
LNGCheniere Energy, Inc.COM NEW226,123$31.4M1.9%+6,720+3.1%AddedHistory
ELVElevance Health, Inc.Stock59,144$29.1M1.8%−400−0.7%ReducedHistory
JPMJPMorgan Chase & CoStock207,069$28.2M1.7%−107−0.1%ReducedHistory
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP498,293$24.5M1.5%−17,433−3.4%ReducedHistory
ENLCEnLink Midstream, LLCCOM UNIT REP LTD2,410,852$23.3M1.4%+127,186+5.6%AddedHistory
DCPDCP Midstream, LPCOM UT LTD PTN654,106$22.0M1.4%+102,436+18.6%AddedHistory
ICEIntercontinental Exchange, Inc.Stock156,170$20.6M1.3%−819−0.5%ReducedHistory
OKEONEOK IncCOM288,707$20.4M1.3%+6,120+2.2%AddedHistory
LFGArchaea Energy Inc.COM CL A928,620$20.4M1.3%+928,620NewHistory
UNHUnitedHealth Group IncStock38,953$19.9M1.2%−150.0%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF54,423$19.7M1.2%−155−0.3%Reduced–
HDHome Depot, Inc.Stock61,293$18.3M1.1%+666+1.1%AddedHistory
LMTLockheed Martin CorpStock39,698$17.5M1.1%+471+1.2%AddedHistory
HONHoneywell International IncCOM89,127$17.3M1.1%−149−0.2%ReducedHistory
SCHWSchwab Charles CorpStock202,052$17.0M1.1%+656+0.3%AddedHistory
TTTrane Technologies plcSHS105,621$16.1M1.0%−140−0.1%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock26,567$15.7M1.0%+11,240+73.3%AddedHistory
WMBWilliams Companies, Inc.COM462,831$15.5M1.0%−960.0%ReducedHistory
MAMastercard IncStock43,259$15.5M1.0%−392−0.9%ReducedHistory
TFCTruist Financial CorpCOM253,808$14.4M0.9%−486−0.2%ReducedHistory
VVisa Inc.Stock62,779$13.9M0.9%+195+0.3%AddedHistory
AXPAmerican Express CoStock72,875$13.6M0.8%−80−0.1%ReducedHistory
NEENextera Energy IncStock158,400$13.4M0.8%+17,560+12.5%AddedHistory
CPCanadian Pacific Kansas City LtdCOM160,747$13.3M0.8%+1,485+0.9%AddedHistory
CVXChevron CorpStock80,250$13.1M0.8%+805+1.0%AddedHistory
CRMSalesforce, Inc.Stock59,378$12.6M0.8%−491−0.8%ReducedHistory
CSCOCisco Systems, Inc.Stock225,441$12.6M0.8%+1,433+0.6%AddedHistory
MRKMerck & Co., Inc.Stock148,278$12.2M0.8%+264+0.2%AddedHistory
NICENICE Ltd.SPONSORED ADR55,465$12.1M0.7%+4,215+8.2%AddedHistory
BRK.BBerkshire Hathaway IncStock32,165$11.4M0.7%−800−2.4%ReducedHistory
JNJJohnson & JohnsonStock63,054$11.2M0.7%−394−0.6%ReducedHistory
UNPUnion Pacific CorpStock38,121$10.4M0.6%+361+1.0%AddedHistory
MGAMagna International IncCOM159,013$10.2M0.6%+10,022+6.7%AddedHistory
PYPLPayPal Holdings, Inc.Stock86,372$9.99M0.6%+1,300+1.5%AddedHistory
WFCWells Fargo & CompanyStock205,524$9.96M0.6%+2,097+1.0%AddedHistory
LEALear CorpCOM NEW68,354$9.75M0.6%−84−0.1%ReducedHistory
QCOMQualcomm IncStock62,561$9.56M0.6%+575+0.9%AddedHistory
SYYSysco CorpStock115,760$9.45M0.6%+115,760NewHistory
PXDPioneer Natural Resources CoCOM37,391$9.35M0.6%+163+0.4%AddedHistory
NVONovo Nordisk A SADR83,332$9.25M0.6%+205+0.2%AddedHistory
ENBEnbridge IncStock196,097$9.04M0.6%−89,780−31.4%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A772,501$8.92M0.6%−76,800−9.0%ReducedHistory
RTLRRattler Midstream LPCOM UNITS622,350$8.69M0.5%−163,058−20.8%ReducedHistory
ASMLASML Holding NVADR12,942$8.64M0.5%−12−0.1%ReducedHistory
DISWalt Disney CoStock59,442$8.15M0.5%+1,455+2.5%AddedHistory
PANWPalo Alto Networks IncStock12,503$7.78M0.5%−10,350−45.3%ReducedHistory
Schwab U.S. REIT ETF808524847ETF298,260$7.42M0.5%+2,462+0.8%AddedConverted for a 2-for-1 split–
IXOrix CorpSPONSORED ADR74,118$7.40M0.5%+4,550+6.5%AddedHistory
AMTAmerican Tower CorpREIT29,320$7.37M0.5%+235+0.8%AddedHistory
PFEPfizer IncStock140,592$7.28M0.4%−467−0.3%ReducedHistory
PMPhilip Morris International Inc.Stock75,178$7.06M0.4%+1,007+1.4%AddedHistory
UBERUber Technologies, IncStock197,452$7.04M0.4%+159+0.1%AddedHistory
SONYSony Group CorpSPONSORED ADR67,045$6.89M0.4%+275+0.4%AddedHistory
XOMExxonMobil Holdings CorpCOM82,638$6.83M0.4%−860−1.0%ReducedHistory
CATCaterpillar IncStock29,647$6.61M0.4%+746+2.6%AddedHistory
NSNuStar Energy L.P.UNIT COM453,588$6.54M0.4%+64,773+16.7%AddedHistory
DUKDuke Energy CORPStock57,782$6.45M0.4%+511+0.9%AddedHistory
WMTWalmart Inc.Stock42,215$6.29M0.4%+695+1.7%AddedHistory
Rice Acquisition Corp IIG75529100SHS CL A611,267$6.03M0.4%−132,964−17.9%Reduced–
SHELShell plcADR106,767$5.87M0.4%+106,767NewHistory
ALCAlcon IncStock70,758$5.61M0.3%+40+0.1%AddedHistory
ORAOrmat Technologies, Inc.COM68,440$5.60M0.3%−4,075−5.6%ReducedHistory
EQNREquinor ASASPONSORED ADR146,000$5.48M0.3%−5,000−3.3%ReducedHistory
PBAPembina Pipeline CorpCOM145,450$5.47M0.3%−62,130−29.9%ReducedHistory
PEPPepsiCo IncStock32,563$5.45M0.3%00.0%UnchangedHistory
ALLEAllegion plcORD SHS48,651$5.34M0.3%+585+1.2%AddedHistory
SHLXShell Midstream Partners, L.P.UNIT LTD INT374,176$5.32M0.3%+374,176NewHistory
RIORio Tinto PLCADR62,279$5.01M0.3%+2,340+3.9%AddedHistory
FISFidelity National Information Services, Inc.Stock47,760$4.80M0.3%+571+1.2%AddedHistory
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER159,165$4.76M0.3%+159,165NewHistory
ICLICL Group Ltd.SHS382,902$4.62M0.3%+63,000+19.7%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT82,611$4.53M0.3%+14,838+21.9%Added–
KMIKinder Morgan, Inc.Stock237,790$4.50M0.3%+9,030+3.9%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR42,194$4.40M0.3%+90+0.2%AddedHistory
NVMINova Ltd.COM39,000$4.25M0.3%00.0%UnchangedHistory
HDBHDFC Bank LtdSPONSORED ADS68,745$4.22M0.3%+35+0.1%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF51,348$4.21M0.3%+1,015+2.0%Added–
DEODiageo PLCSPON ADR NEW20,124$4.09M0.3%+195+1.0%AddedHistory
ESLTElbit Systems LtdStock18,001$3.97M0.2%00.0%UnchangedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD76,650$3.95M0.2%+2,650+3.6%Added–
SUSuncor Energy IncStock119,893$3.90M0.2%+404+0.3%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF129,390$3.90M0.2%+14,100+12.2%Added–
SPDR Series Trust78468R200ST STR RATE ETF119,723$3.65M0.2%+5,640+4.9%Added–
TSEMTower Semiconductor LtdSHS NEW74,423$3.60M0.2%00.0%UnchangedHistory
CRHCRH Public Ltd CoADR86,540$3.47M0.2%+86,540NewHistory
SPDR Series Trust78468R739ST NUVE TERM ETF71,457$3.38M0.2%−1,700−2.3%Reduced–
iShares Tr464288414NATIONAL MUN ETF28,755$3.15M0.2%+3,890+15.6%Added–
ICLRIcon PLCCOM12,000$2.92M0.2%+500+4.3%AddedHistory

Sold out since Q4 2021 (33)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Eagle Global Advisors LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
ETRNMidstream Co LLCCOM905,200$9.36M0.6%History
NBISNebius Group N.V.Stock103,640$6.27M0.4%History
Royal Dutch Shell PLC780259206SPONS ADR A106,264$4.61M0.3%–
OMPOasis Midstream Partners LPCOM UNITS REPS135,700$3.25M0.2%History
PSXPPhillips 66 Partners LPCOM UNIT REP INT78,480$2.83M0.2%History
FVRRFiverr International Ltd.ORD SHS11,600$1.32M0.1%History
ZTSZoetis Inc.Stock3,833$935.0K0.1%History
MNDYmonday.com Ltd.SHS1,900$587.0K<0.1%History
SMWBSimilarweb Ltd.SHS31,100$557.0K<0.1%History
iShares Tr464288166AGENCY BOND ETF2,485$291.0K<0.1%–
WWDWoodward, Inc.COM2,493$273.0K<0.1%History
BEPCBrookfield Renewable CorpCL A SUB VTG7,245$267.0K<0.1%History
iShares Tr46434V4070-5YR HI YL CP5,585$253.0K<0.1%–
TRPTC Energy CorpCOM5,356$249.0K<0.1%History
YUMYum Brands IncStock1,780$247.0K<0.1%History
New Vista Acquisition CorpG6529L105CL A SHS25,431$247.0K<0.1%–
ELEstee Lauder Companies IncCL A660$244.0K<0.1%History
Vanguard Morningstar Small-Cap ETF922908751ETF925$209.0K<0.1%–
INTCIntel CorpStock3,976$205.0K<0.1%History
Climate Real Impact Slutins187171103COM CL A16,600$162.0K<0.1%–
Khosla Ventures Acqut Co III482506102COM CL A16,362$160.0K<0.1%–
Peridot Acquisition Corp. IIG7008B105SHS CL A16,447$160.0K<0.1%–
Ecp Environmental GW Opt Cor26829T118*W EXP 03/01/202194,051$137.0K<0.1%–
UHGUnited Homes Group, Inc.CL A14,000$136.0K<0.1%History
Zimmer Energy Transition Acq989570114*W EXP 06/16/20277,600$104.0K<0.1%–
Mudrick Capital Acqu Corp II62477L115*W EXP 09/10/202134,375$103.0K<0.1%–
GROVWGrove Collaborative Holdings, Inc.*W EXP 03/13/20266,544$56.0K<0.1%History
FTAC Hera Acquisition Corp.G3728Y111*W EXP 02/28/20256,325$53.0K<0.1%–
JWSWFJaws Mustang Acquisition Corp*W EXP 01/30/20239,765$41.0K<0.1%History
Aries I Acquisition CorpG0542N123*W EXP 03/18/20254,180$41.0K<0.1%–
Ares Acquisition CorporationG33032122*W EXP 99/99/99923,300$21.0K<0.1%–
Forest Road Acquisition Cor34619V111*W EXP 01/15/20216,438$13.0K<0.1%–
Churchill Capital Corp VII17144M110*W EXP 02/29/20212,152$12.0K<0.1%–