Skip to main content

Eagle Global Advisors LLC

SEC CIK
0001130787
Latest filing
Jul 30, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
265
+26 vs. Q3 2024
Portfolio value
$2.44B
+$427.8M (+21.2%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Eagle Global Advisors LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,147,377$287.3M11.8%+755,939+193.1%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN5,793,007$113.5M4.6%+184,626+3.3%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT2,434,080$93.5M3.8%+458,111+23.2%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD1,857,003$88.9M3.6%+235,977+14.6%AddedHistory
TRGPTarga Resources Corp.COM492,700$87.9M3.6%−132,590−21.2%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN4,666,185$79.7M3.3%+358,350+8.3%AddedHistory
MSFTMicrosoft CorpStock168,943$71.2M2.9%+3,086+1.9%AddedHistory
EPDEnterprise Products Partners L.P.Stock2,166,604$67.9M2.8%+168,100+8.4%AddedHistory
LNGCheniere Energy, Inc.COM NEW289,945$62.3M2.6%−73,825−20.3%ReducedHistory
AMZNAmazon Com IncStock237,793$52.2M2.1%+3,275+1.4%AddedHistory
NVDANVIDIA CorpStock349,785$47.0M1.9%+56,445+19.2%AddedHistory
HESMHess Midstream LPCL A SHS1,265,555$46.9M1.9%+41,930+3.4%AddedHistory
DTMDT Midstream, Inc.COMMON STOCK435,365$43.3M1.8%+107,955+33.0%AddedHistory
GOOGAlphabet Inc.Stock224,471$42.7M1.8%+9,588+4.5%AddedHistory
JPMJPMorgan Chase & CoStock175,287$42.0M1.7%+15,325+9.6%AddedHistory
ENLCEnLink Midstream, LLCCOM UNIT REP LTD2,684,579$38.0M1.6%−112,307−4.0%ReducedHistory
WMBWilliams Companies, Inc.COM701,309$38.0M1.6%−123,038−14.9%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD426,025$34.9M1.4%+387,710+1,011.9%Added–
GOOGLAlphabet Inc.Stock182,790$34.6M1.4%+735+0.4%AddedHistory
TTTrane Technologies plcSHS93,143$34.4M1.4%−48−0.1%ReducedHistory
OKEONEOK IncCOM267,629$26.9M1.1%−177,843−39.9%ReducedHistory
HDHome Depot, Inc.Stock63,512$24.7M1.0%+45+0.1%AddedHistory
KMIKinder Morgan, Inc.Stock879,460$24.1M1.0%+627,160+248.6%AddedHistory
Invesco QQQ Trust Series I46090E103ETF43,523$22.3M0.9%+375+0.9%Added–
XOMExxonMobil Holdings CorpCOM206,237$22.2M0.9%−1,494−0.7%ReducedHistory
NEENextera Energy IncStock303,582$21.8M0.9%−8,045−2.6%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A1,183,317$21.7M0.9%+257,837+27.9%AddedHistory
MAMastercard IncStock39,706$20.9M0.9%+67+0.2%AddedHistory
VVisa Inc.Stock65,561$20.7M0.8%+7,740+13.4%AddedHistory
ICEIntercontinental Exchange, Inc.Stock135,673$20.2M0.8%−300.0%ReducedHistory
PMPhilip Morris International Inc.Stock166,128$20.0M0.8%+97,600+142.4%AddedHistory
AXPAmerican Express CoStock66,027$19.6M0.8%+300.0%AddedHistory
UNHUnitedHealth Group IncStock37,203$18.8M0.8%+1,245+3.5%AddedHistory
ELVElevance Health, Inc.Stock50,787$18.7M0.8%−3,197−5.9%ReducedHistory
HONHoneywell International IncCOM80,668$18.2M0.7%+665+0.8%AddedHistory
MRKMerck & Co., Inc.Stock149,624$14.9M0.6%+11,038+8.0%AddedHistory
BKNGBooking Holdings Inc.Stock2,950$14.7M0.6%+105+3.7%AddedHistory
ABBVAbbVie Inc.Stock81,322$14.5M0.6%+14,800+22.2%AddedHistory
KGSKodiak Gas Services, Inc.COM350,000$14.3M0.6%+50,000+16.7%AddedHistory
BRK.BBerkshire Hathaway IncStock30,129$13.7M0.6%−59−0.2%ReducedHistory
CVXChevron CorpStock93,441$13.5M0.6%+16,470+21.4%AddedHistory
JNJJohnson & JohnsonStock92,115$13.3M0.5%+25,768+38.8%AddedHistory
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM338,832$13.3M0.5%+1,125+0.3%Added–
CWCurtiss Wright CorpStock36,124$12.8M0.5%+26,368+270.3%AddedHistory
PANWPalo Alto Networks IncStock70,326$12.8M0.5%00.0%UnchangedConverted for a 2-for-1 splitHistory
BLKBlackRock, Inc.Stock12,266$12.6M0.5%+295+2.5%AddedHistory
PYPLPayPal Holdings, Inc.Stock142,218$12.1M0.5%+2,495+1.8%AddedHistory
ACNAccenture plcStock33,776$11.9M0.5%+200+0.6%AddedHistory
HEHawaiian Electric Industries IncCOM1,166,481$11.3M0.5%+135,861+13.2%AddedHistory
TMOThermo Fisher Scientific Inc.Stock21,523$11.2M0.5%+26+0.1%AddedHistory
PCGPG&E CorpStock547,397$11.0M0.5%+437,539+398.3%AddedHistory
CATCaterpillar IncStock30,142$10.9M0.4%+375+1.3%AddedHistory
PGRProgressive CorpStock44,160$10.6M0.4%+6,085+16.0%AddedHistory
KMPRKEMPER CorpCOM159,060$10.6M0.4%+118,000+287.4%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR52,036$10.3M0.4%+545+1.1%AddedHistory
NBISNebius Group N.V.Stock353,185$9.78M0.4%+295,590+513.2%AddedHistory
NICENICE Ltd.SPONSORED ADR57,067$9.69M0.4%−1,575−2.7%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM132,134$9.56M0.4%+3,980+3.1%AddedHistory
CRHCRH Public Ltd CoORD102,635$9.50M0.4%+460+0.5%AddedHistory
NVONovo Nordisk A SADR110,128$9.47M0.4%+315+0.3%AddedHistory
ALCAlcon IncStock107,273$9.11M0.4%+115+0.1%AddedHistory
TMUST-Mobile US, Inc.Stock41,240$9.10M0.4%+525+1.3%AddedHistory
GEVGE Vernova Inc.Stock26,800$8.82M0.4%+26,800NewHistory
UNPUnion Pacific CorpStock38,178$8.71M0.4%+3,560+10.3%AddedHistory
IXOrix CorpSPONSORED ADR80,704$8.57M0.4%+2,505+3.2%AddedHistory
PGProcter & Gamble CoStock50,999$8.55M0.4%+45,060+758.7%AddedHistory
SPGIS&P Global Inc.Stock16,492$8.21M0.3%+16,492NewHistory
QCOMQualcomm IncStock53,194$8.17M0.3%+580+1.1%AddedHistory
SBUXStarbucks CorpStock89,281$8.15M0.3%+89,281NewHistory
TRPTC Energy CorpCOM169,600$7.89M0.3%+169,600NewHistory
PEPPepsiCo IncStock50,835$7.73M0.3%+19,184+60.6%AddedHistory
KOCoca Cola CoStock121,008$7.53M0.3%+95,200+368.9%AddedHistory
UBERUber Technologies, IncStock121,860$7.35M0.3%+3,930+3.3%AddedHistory
LINLinde PLCStock17,160$7.18M0.3%+259+1.5%AddedHistory
SONYSony Group CorpSPONSORED ADR333,745$7.06M0.3%+1,930+0.6%AddedConverted for a 5-for-1 splitHistory
MUMicron Technology IncStock82,995$6.98M0.3%−165−0.2%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock48,670$6.96M0.3%−4,165−7.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF11,393$6.68M0.3%+5,640+98.0%AddedHistory
ADBEAdobe Inc.Stock14,708$6.54M0.3%−3,870−20.8%ReducedHistory
SYYSysco CorpStock84,167$6.44M0.3%−300−0.4%ReducedHistory
LEALear CorpCOM NEW67,731$6.41M0.3%−22,016−24.5%ReducedHistory
SHELShell plcADR100,355$6.29M0.3%−475−0.5%ReducedHistory
MOAltria Group, Inc.Stock107,716$5.63M0.2%+92,012+585.9%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS84,660$5.41M0.2%+305+0.4%AddedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR336,000$4.87M0.2%00.0%UnchangedHistory
DISWalt Disney CoStock43,381$4.83M0.2%+8,638+24.9%AddedHistory
NVMINova Ltd.COM24,000$4.73M0.2%00.0%UnchangedHistory
Cyberark Software LtdM2682V108SHS13,900$4.63M0.2%−200−1.4%Reduced–
ASMLASML Holding NVADR6,567$4.55M0.2%−105−1.6%ReducedHistory
ESLTElbit Systems LtdStock17,101$4.41M0.2%−1,000−5.5%ReducedHistory
CNQCanadian Natural Resources LtdCOM142,600$4.40M0.2%00.0%UnchangedHistory
SPDR Series Trust78468R200ST STR RATE ETF142,627$4.38M0.2%+950+0.7%Added–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS363,134$4.26M0.2%+1,635+0.5%AddedHistory
SAPSAP SEADR16,672$4.10M0.2%−80−0.5%ReducedHistory
SUSuncor Energy IncStock112,519$4.01M0.2%−735−0.6%ReducedHistory
MGAMagna International IncCOM95,430$3.99M0.2%−2,275−2.3%ReducedHistory
MELIMercadolibre IncCOM2,264$3.85M0.2%+849+60.0%AddedHistory
PBAPembina Pipeline CorpCOM102,980$3.81M0.2%+2,700+2.7%AddedHistory
MCDMcDonalds CorpStock13,000$3.77M0.2%+13,000NewHistory
AZNAstraZeneca PLCSPONSORED ADR55,906$3.66M0.1%−3,350−5.7%ReducedHistory

Sold out since Q3 2024 (18)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Eagle Global Advisors LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
AMTAmerican Tower CorpREIT47,674$11.1M0.6%History
AMDAdvanced Micro Devices IncStock63,377$10.4M0.5%History
BKVBKV CorpCOM500,000$9.14M0.5%History
AESAES CorpStock218,257$4.38M0.2%History
TELLTellurian Inc.COM3,848,622$3.73M0.2%History
WPPWPP plcADR53,765$2.75M0.1%History
ENLTEnlight Renewable Energy Ltd.SHS33,000$553.8K<0.1%History
VRNTVerint Systems IncCOM21,500$544.6K<0.1%History
iShares Tr464288158SHRT NAT MUN ETF3,700$392.9K<0.1%–
AUDCAudiocodes LtdORD36,000$350.3K<0.1%History
TXNTexas Instruments IncStock1,567$323.7K<0.1%History
EOGEOG Resources IncStock2,350$288.9K<0.1%History
MFICMidCap Financial Investment CorpCOM NEW21,170$283.5K<0.1%History
DHRDanaher CorpStock762$212.0K<0.1%History
Dimensional ETF Trust25434V815US SMALL CAP ETF6,515$200.7K<0.1%–
PSECProspect Capital CorpCOM25,900$138.6K<0.1%History
MMLPMartin Midstream Partners L.P.UNIT L P INT20,964$76.5K<0.1%History
Net Power Inc.64107A113*W EXP 06/08/20225,129$29.4K<0.1%–