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Eagle Global Advisors LLC

SEC CIK
0001130787
Latest filing
Jul 30, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
239
+6 vs. Q2 2024
Portfolio value
$2.01B
+$121.2M (+6.4%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Eagle Global Advisors LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TRGPTarga Resources Corp.COM625,290$92.5M4.6%−55,790−8.2%ReducedHistory
AAPLApple Inc.Stock391,438$91.2M4.5%−1,031−0.3%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN5,608,381$90.0M4.5%+276,848+5.2%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,975,969$75.6M3.8%+394,373+24.9%AddedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN4,307,835$74.8M3.7%+561,188+15.0%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD1,621,026$72.1M3.6%+22,473+1.4%AddedHistory
MSFTMicrosoft CorpStock165,857$71.4M3.5%−493−0.3%ReducedHistory
LNGCheniere Energy, Inc.COM NEW363,770$65.4M3.2%+3,192+0.9%AddedHistory
EPDEnterprise Products Partners L.P.Stock1,998,504$58.2M2.9%−14,577−0.7%ReducedHistory
AMZNAmazon Com IncStock234,518$43.7M2.2%−576−0.2%ReducedHistory
HESMHess Midstream LPCL A SHS1,223,625$43.2M2.1%+188,330+18.2%AddedHistory
OKEONEOK IncCOM445,472$40.6M2.0%−17,008−3.7%ReducedHistory
ENLCEnLink Midstream, LLCCOM UNIT REP LTD2,796,886$40.6M2.0%+88,707+3.3%AddedHistory
WMBWilliams Companies, Inc.COM824,347$37.6M1.9%−15,700−1.9%ReducedHistory
TTTrane Technologies plcSHS93,191$36.2M1.8%−1,059−1.1%ReducedHistory
GOOGAlphabet Inc.Stock214,883$35.9M1.8%−1,704−0.8%ReducedHistory
NVDANVIDIA CorpStock293,340$35.6M1.8%+265+0.1%AddedHistory
JPMJPMorgan Chase & CoStock159,962$33.7M1.7%−777−0.5%ReducedHistory
GOOGLAlphabet Inc.Stock182,055$30.2M1.5%−134−0.1%ReducedHistory
ELVElevance Health, Inc.Stock53,984$28.1M1.4%−178−0.3%ReducedHistory
NEENextera Energy IncStock311,627$26.3M1.3%−18,086−5.5%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK327,410$25.8M1.3%+63,650+24.1%AddedHistory
HDHome Depot, Inc.Stock63,467$25.7M1.3%+43+0.1%AddedHistory
XOMExxonMobil Holdings CorpCOM207,731$24.4M1.2%−1,793−0.9%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock135,703$21.8M1.1%+98+0.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF43,148$21.1M1.0%−108−0.2%Reduced–
UNHUnitedHealth Group IncStock35,958$21.0M1.0%−164−0.5%ReducedHistory
MAMastercard IncStock39,639$19.6M1.0%−241−0.6%ReducedHistory
AXPAmerican Express CoStock65,997$17.9M0.9%+101+0.2%AddedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A925,480$17.1M0.8%+173,370+23.1%AddedHistory
HONHoneywell International IncCOM80,003$16.5M0.8%+2,047+2.6%AddedHistory
VVisa Inc.Stock57,821$15.9M0.8%−97−0.2%ReducedHistory
MRKMerck & Co., Inc.Stock138,586$15.7M0.8%−1,170−0.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock30,188$13.9M0.7%−40−0.1%ReducedHistory
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM337,707$13.8M0.7%−204−0.1%Reduced–
TMOThermo Fisher Scientific Inc.Stock21,497$13.3M0.7%−450−2.1%ReducedHistory
ABBVAbbVie Inc.Stock66,522$13.1M0.7%−830−1.2%ReducedHistory
NVONovo Nordisk A SADR109,813$13.1M0.6%−785−0.7%ReducedHistory
BKNGBooking Holdings Inc.Stock2,845$12.0M0.6%+5+0.2%AddedHistory
PANWPalo Alto Networks IncStock35,024$12.0M0.6%+90+0.3%AddedHistory
ACNAccenture plcStock33,576$11.9M0.6%−36−0.1%ReducedHistory
CATCaterpillar IncStock29,767$11.6M0.6%+678+2.3%AddedHistory
BLKBlackRock, Inc.COM11,971$11.4M0.6%+164+1.4%AddedHistory
CVXChevron CorpStock76,971$11.3M0.6%−1,460−1.9%ReducedHistory
AMTAmerican Tower CorpREIT47,674$11.1M0.6%−198−0.4%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM128,154$11.0M0.5%−817−0.6%ReducedHistory
PYPLPayPal Holdings, Inc.Stock139,723$10.9M0.5%−117,315−45.6%ReducedHistory
JNJJohnson & JohnsonStock66,347$10.8M0.5%−1,191−1.8%ReducedHistory
ALCAlcon IncStock107,158$10.7M0.5%−219−0.2%ReducedHistory
AMDAdvanced Micro Devices IncStock63,377$10.4M0.5%+310.0%AddedHistory
BLDRBuilders FirstSource, Inc.Stock52,835$10.2M0.5%+52,835NewHistory
NICENICE Ltd.SPONSORED ADR58,642$10.2M0.5%−334−0.6%ReducedHistory
HEHawaiian Electric Industries IncCOM1,030,620$9.98M0.5%+1,030,620NewHistory
LEALear CorpCOM NEW89,747$9.80M0.5%−2,891−3.1%ReducedHistory
PGRProgressive CorpStock38,075$9.66M0.5%00.0%UnchangedHistory
ADBEAdobe Inc.Stock18,578$9.62M0.5%−176−0.9%ReducedHistory
CRHCRH Public Ltd CoORD102,175$9.48M0.5%+184+0.2%AddedHistory
BKVBKV CorpCOM500,000$9.14M0.5%+500,000NewHistory
IXOrix CorpSPONSORED ADR78,199$9.07M0.5%−665−0.8%ReducedHistory
QCOMQualcomm IncStock52,614$8.95M0.4%−495−0.9%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR51,491$8.94M0.4%−350−0.7%ReducedHistory
UBERUber Technologies, IncStock117,930$8.86M0.4%+1,001+0.9%AddedHistory
KGSKodiak Gas Services, Inc.COM300,000$8.70M0.4%+300,000NewHistory
MUMicron Technology IncStock83,160$8.62M0.4%+83,160NewHistory
UNPUnion Pacific CorpStock34,618$8.53M0.4%−477−1.4%ReducedHistory
TMUST-Mobile US, Inc.Stock40,715$8.40M0.4%+101+0.2%AddedHistory
PMPhilip Morris International Inc.Stock68,528$8.32M0.4%−133−0.2%ReducedHistory
LINLinde PLCStock16,901$8.06M0.4%−26−0.2%ReducedHistory
SHELShell plcADR100,830$6.65M0.3%−23,445−18.9%ReducedHistory
SYYSysco CorpStock84,467$6.59M0.3%−2,849−3.3%ReducedHistory
SONYSony Group CorpSPONSORED ADR66,363$6.41M0.3%−1,026−1.5%ReducedHistory
MDLZMondelez International, Inc.Stock85,262$6.28M0.3%−3,404−3.8%ReducedHistory
KMIKinder Morgan, Inc.Stock252,300$5.57M0.3%+100,500+66.2%AddedHistory
ASMLASML Holding NVADR6,672$5.56M0.3%−87−1.3%ReducedHistory
PEPPepsiCo IncStock31,651$5.38M0.3%−150.0%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS84,355$5.28M0.3%−7,955−8.6%ReducedHistory
NVMINova Ltd.COM24,000$5.00M0.2%00.0%UnchangedHistory
CNQCanadian Natural Resources LtdCOM142,600$4.74M0.2%+5,000+3.6%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR59,256$4.62M0.2%−580−1.0%ReducedHistory
AESAES CorpStock218,257$4.38M0.2%−234,040−51.7%ReducedHistory
SPDR Series Trust78468R200ST STR RATE ETF141,677$4.37M0.2%+7,300+5.4%Added–
RIORio Tinto PLCADR59,813$4.26M0.2%−330−0.5%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR336,000$4.24M0.2%+54,000+19.1%AddedHistory
SUSuncor Energy IncStock113,254$4.18M0.2%−1,790−1.6%ReducedHistory
ICLRIcon PLCCOM14,524$4.17M0.2%00.0%UnchangedHistory
PBAPembina Pipeline CorpCOM100,280$4.14M0.2%+15,300+18.0%AddedHistory
Cyberark Software LtdM2682V108SHS14,100$4.11M0.2%00.0%Unchanged–
MGAMagna International IncCOM97,705$4.01M0.2%−840−0.9%ReducedHistory
SAPSAP SEADR16,752$3.84M0.2%−165−1.0%ReducedHistory
TELLTellurian Inc.COM3,848,622$3.73M0.2%+3,848,622NewHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS361,499$3.68M0.2%−3,691−1.0%ReducedHistory
ESLTElbit Systems LtdStock18,101$3.62M0.2%−2,600−12.6%ReducedHistory
BABAAlibaba Group Holding LtdADR33,018$3.50M0.2%+90+0.3%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF113,000$3.42M0.2%00.0%Unchanged–
EQNREquinor ASASPONSORED ADR135,000$3.42M0.2%00.0%UnchangedHistory
IBNIcici Bank LtdADR112,100$3.35M0.2%00.0%UnchangedHistory
DISWalt Disney CoStock34,743$3.34M0.2%−110−0.3%ReducedHistory
INGING Groep NVSPONSORED ADR182,076$3.31M0.2%−2,001−1.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF5,753$3.30M0.2%−25−0.4%ReducedHistory
CWCurtiss Wright CorpStock9,756$3.21M0.2%00.0%UnchangedHistory

Sold out since Q2 2024 (11)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Eagle Global Advisors LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
DKLDelek Logistics Partners, LPCOM UNT RP INT266,644$10.8M0.6%History
LBLandBridge Co LLCCL A240,000$5.56M0.3%History
SMLPSummit Midstream Partners, LPCOM UNIT LTD53,924$1.92M0.1%History
HMCHonda Motor Co LtdADR ECH CNV IN 351,797$1.67M0.1%History
BKHBlack Hills CorpCOM22,896$1.25M0.1%History
EVRGEvergy, Inc.Stock17,808$943.3K<0.1%History
PORPortland General Electric CoCOM NEW19,843$858.0K<0.1%History
FVRRFiverr International Ltd.ORD SHS15,000$351.4K<0.1%History
BPBP PLCADR6,341$228.9K<0.1%History
ABNBAirbnb, Inc.Stock1,500$227.4K<0.1%History
PFEPfizer IncStock7,721$216.0K<0.1%History