Eagle Global Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Eagle Global Advisors LLC reported 271 stock positions worth $2.4 billion. Its top holding was Apple (AAPL) at 9.9% of the portfolio, followed by Energy Transfer (ET, 4.8%) and MPLX (MPLX, 4.2%). Compared with Q4 2024, it opened 22 new positions, sold out of 16, added to 76 and reduced 109. The biggest buy was Oneok (OKE, shares +108%) and the biggest sale Apple (AAPL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001130787
- Portfolio Value
- $2.4B (Q1 2025)
- SEC Filing
- 0001172661-25-001692 ↗ filed May 12, 2025
Holdings Value
Holdings 271 stocks · $2.4B
| AAPL Apple Inc. | 9.95% | 1,087,741 | $241.6M | Reduce -5.2% |
| ET Energy Transfer LP | 4.76% | 6,224,721 | $115.7M | Add +7.5% |
| MPLX MPLX LP | 4.18% | 1,896,430 | $101.5M | Add +2.1% |
| TRGP Targa Resources Corp. | 4.08% | 494,360 | $99.1M | Add +0.3% |
| WES Western Midstream Partners L | 4.00% | 2,372,430 | $97.2M | Reduce -2.5% |
| PAA Plains All Amer Pipeline LP | 3.49% | 4,238,249 | $84.8M | Reduce -9.2% |
| EPD Enterprise Products Partners | 2.96% | 2,103,914 | $71.8M | Reduce -2.9% |
| LNG Cheniere Energy Inc. | 2.90% | 304,280 | $70.4M | Add +4.9% |
| HESM Hess Midstream LP Class A | 2.78% | 1,596,165 | $67.5M | Add +26.1% |
| MSFT Microsoft Corp. | 2.60% | 168,253 | $63.2M | Reduce -0.4% |
| OKE Oneok Inc. | 2.28% | 557,070 | $55.3M | Add +108.2% |
| DTM DT Midstream Inc. | 1.93% | 485,465 | $46.8M | Add +11.5% |
| AMZN Amazon.com Inc. | 1.87% | 238,804 | $45.4M | Add +0.4% |
| WMB Williams Cos Inc. | 1.86% | 756,847 | $45.2M | Add +7.9% |
| JPM JPMorgan Chase & Co. | 1.77% | 175,279 | $43.0M | Reduce 0.0% |
| NVDA Nvidia Corp. | 1.51% | 337,602 | $36.6M | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 1.42% | 220,312 | $34.4M | Reduce -1.9% |
| TT Trane Technologies PLC | 1.28% | 92,135 | $31.0M | Reduce -1.1% |
| KMI Kinder Morgan Inc. | 1.19% | 1,016,490 | $29.0M | Add +15.6% |
| PAGP Plains GP Holdings LP | 1.19% | 1,353,145 | $28.9M | Add +14.3% |
| GOOGL Alphabet Inc. Class A | 1.16% | 182,252 | $28.2M | Reduce -0.3% |
| PM Philip Morris International | 1.10% | 168,084 | $26.7M | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.97% | 197,618 | $23.5M | Reduce -4.2% |
| ELV Elevance Health Inc. | 0.95% | 53,248 | $23.2M | Add +4.8% |
| HD Home Depot Inc. | 0.95% | 62,683 | $23.0M | Reduce -1.3% |
| V Visa Inc. Class A | 0.94% | 64,969 | $22.8M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 0.89% | 305,882 | $21.7M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.89% | 39,359 | $21.6M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 43,101 | $20.2M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 0.80% | 37,217 | $19.5M | Add +0.0% |
| AXP American Express Co. | 0.72% | 65,351 | $17.6M | Reduce -1.0% |
| HON Honeywell International Inc. | 0.70% | 80,492 | $17.0M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.70% | 80,776 | $16.9M | Reduce -0.7% |
| BLK BlackRock Inc. | 0.65% | 16,703 | $15.8M | Add +36.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 29,643 | $15.8M | Reduce -1.6% |
| CVX Chevron Corp. | 0.64% | 92,288 | $15.4M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.63% | 92,508 | $15.3M | Add +0.4% |
| ICE Intercontinental Exchange Inc. | 0.61% | 86,509 | $14.9M | Reduce -36.2% |
| MRK Merck & Co. Inc. | 0.58% | 156,806 | $14.1M | Add +4.8% |
| HE Hawaiian Electric Inds | 0.56% | 1,251,904 | $13.7M | Add +7.3% |
| BKNG Booking Holdings Inc. | 0.56% | 2,974 | $13.7M | Add +0.8% |
| LIN Linde PLC | 0.55% | 28,472 | $13.3M | Add +65.9% |
| PGR Progressive Corp. | 0.51% | 43,925 | $12.4M | Reduce -0.5% |
| PANW Palo Alto Networks Inc. | 0.49% | 70,458 | $12.0M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.48% | 20,428 | $11.8M | Add +304.2% |
| TRP TC Energy Corp. | 0.48% | 249,350 | $11.8M | Add +47.0% |
| GEV GE Vernova Inc. | 0.48% | 38,155 | $11.6M | Add +42.4% |
| CW Curtiss-Wright Corp. | 0.47% | 36,124 | $11.5M | No change |
| SOXQ Invesco PHLX Semiconductor | 0.47% | 337,536 | $11.4M | Reduce -0.4% |
| TMUS T-Mobile US Inc. | 0.45% | 40,999 | $10.9M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 21,499 | $10.7M | Reduce -0.1% |
| KMPR Kemper Corp. | 0.44% | 159,060 | $10.6M | No change |
| CAT Caterpillar Inc. | 0.43% | 32,022 | $10.6M | Add +6.2% |
| ACN Accenture PLC Class A | 0.43% | 33,651 | $10.5M | Reduce -0.4% |
| PCG P G & E Corp. | 0.42% | 600,767 | $10.3M | Add +9.8% |
| ALC Alcon Inc. filed as ALCON AG | 0.41% | 106,083 | $10.1M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 0.40% | 134,255 | $9.8M | Add +10.2% |
| PYPL PayPal Holdings Inc. | 0.39% | 144,366 | $9.4M | Add +1.5% |
| LNTH Lantheus Holdings Inc. | 0.38% | 95,180 | $9.3M | New |
| CP Canadian Pacific Kansas City | 0.38% | 132,029 | $9.3M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.36% | 37,374 | $8.8M | Reduce -2.1% |
| CRH CRH PLC | 0.36% | 99,745 | $8.8M | Reduce -2.8% |
| SBUX Starbucks Corp. | 0.36% | 88,755 | $8.7M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.36% | 50,999 | $8.7M | No change |
| KO The Coca-Cola Co. | 0.36% | 121,008 | $8.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 50,631 | $8.4M | Reduce -2.7% |
| SPGI S&P Global Inc. | 0.34% | 16,492 | $8.4M | No change |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.34% | 397,500 | $8.3M | Reduce -1.5% |
| QCOM Qualcomm Inc. | 0.34% | 53,199 | $8.2M | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.30% | 106,348 | $7.4M | Reduce -3.4% |
| PEP Pepsico Inc. | 0.30% | 49,116 | $7.4M | Reduce -3.4% |
| SHEL Shell PLC-ADR | 0.30% | 99,059 | $7.3M | Reduce -1.3% |
| KNTK Kinetik Holdings Inc. | 0.28% | 132,637 | $6.9M | New |
| SONY Sony Group Corp. - SP ADR | 0.28% | 264,220 | $6.7M | Reduce -20.8% |
| LEA Lear Corp. | 0.27% | 75,531 | $6.7M | Add +11.5% |
| ESLT Elbit Systems Ltd. | 0.27% | 17,101 | $6.6M | No change |
| MO Altria Group Inc. | 0.27% | 107,456 | $6.4M | Reduce -0.2% |
| SMC Summit Midstream Corp. | 0.26% | 188,266 | $6.4M | Add +154.5% |
| BLDR Builders Firstsource Inc. | 0.26% | 50,255 | $6.3M | Add +3.3% |
| SYY Sysco Corp. | 0.26% | 82,912 | $6.2M | Reduce -1.5% |
| ADBE Adobe Inc. | 0.25% | 16,004 | $6.1M | Add +8.8% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.20% | 355,434 | $4.8M | Reduce -2.1% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.20% | 311,000 | $4.8M | Reduce -7.4% |
| NBIS Nebius Group NV | 0.19% | 223,055 | $4.7M | Reduce -36.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 46,335 | $4.6M | Add +6.8% |
| BABA Alibaba Group Holding-SP ADR | 0.19% | 34,533 | $4.6M | Reduce -1.3% |
| CYBR Cyberark Software Ltd./Israel | 0.19% | 13,400 | $4.5M | Reduce -3.6% |
| PBA Pembina Pipeline Corp. | 0.18% | 111,550 | $4.5M | Add +8.3% |
| CNQ Canadian Natural Resources | 0.18% | 142,600 | $4.4M | No change |
| SAP Sap SE-Sponsored ADR | 0.18% | 16,277 | $4.4M | Reduce -2.4% |
| AM Antero Midstream Corp. | 0.18% | 240,740 | $4.3M | Add +106.2% |
| MELI MercadoLibre Inc. | 0.18% | 2,218 | $4.3M | Reduce -2.0% |
| SU Suncor Energy Inc. | 0.17% | 108,989 | $4.2M | Reduce -3.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 6,325 | $4.2M | Reduce -3.7% |
| HDB HDFC Bank Ltd.-ADR | 0.17% | 61,860 | $4.1M | Reduce -26.9% |
| GMAB Genmab A/S -SP ADR | 0.17% | 209,295 | $4.1M | New |
| MCD McDonald's Corp. | 0.17% | 13,000 | $4.1M | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.17% | 130,867 | $4.0M | Reduce -8.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.16% | 53,376 | $3.9M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 6,933 | $3.9M | Reduce -39.1% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -5.2% | 9.95% | −1.82 |
| ENLC Enlink Midstream LLC | Sold out | 0.00% | −1.56 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -89.9% | 0.15% | −1.28 |
| KGS Kodiak Gas Services Inc. | Sold out | 0.00% | −0.59 |
| NVDA Nvidia Corp. | Reduce -3.5% | 1.51% | −0.42 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 1.42% | −0.33 |
| MSFT Microsoft Corp. | Reduce -0.4% | 2.60% | −0.32 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.29 |
| NICE Nice Ltd. - Spon ADR | Reduce -66.2% | 0.12% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 1.16% | −0.26 |
| ICE Intercontinental Exchange Inc. | Reduce -36.2% | 0.61% | −0.21 |
| NBIS Nebius Group NV | Reduce -36.8% | 0.19% | −0.21 |
| TT Trane Technologies PLC | Reduce -1.1% | 1.28% | −0.13 |
| MGA Magna International Inc. | Reduce -69.2% | 0.04% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -39.1% | 0.16% | −0.11 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.4% | 0.30% | −0.08 |
| ALE Allete Inc. | Sold out | 0.00% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 0.83% | −0.08 |
| AXP American Express Co. | Reduce -1.0% | 0.72% | −0.08 |
| SOXQ Invesco PHLX Semiconductor | Reduce -0.4% | 0.47% | −0.08 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.7% | 0.35% | −0.07 |
| HD Home Depot Inc. | Reduce -1.3% | 0.95% | −0.07 |
| ACN Accenture PLC Class A | Reduce -0.4% | 0.43% | −0.05 |
| HDB HDFC Bank Ltd.-ADR | Reduce -26.9% | 0.17% | −0.05 |
| TSEM Tower Semiconductor Ltd. | Reduce -4.6% | 0.09% | −0.04 |
| HON Honeywell International Inc. | Reduce -0.2% | 0.70% | −0.04 |
| ICLR Icon PLC | Reduce -15.8% | 0.09% | −0.04 |
| NVMI Nova Ltd. | Reduce -12.5% | 0.16% | −0.03 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -31.3% | 0.09% | −0.03 |
| BSM Black Stone Minerals LP | Reduce -40.6% | 0.06% | −0.03 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -40.7% | 0.05% | −0.03 |
| MBLY Mobileye Global Inc. Class A | Reduce -12.9% | 0.05% | −0.03 |
| CRH CRH PLC | Reduce -2.8% | 0.36% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -27.0% | 0.07% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -5.4% | 0.09% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -39.6% | 0.05% | −0.02 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.02 |
| AGZ iShares Agency Bond ETF | Sold out | 0.00% | −0.02 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.44% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -29.6% | 0.03% | −0.02 |
| CCAP Crescent Capital BDC Inc. | Sold out | 0.00% | −0.01 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -3.7% | 0.17% | −0.01 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -8.3% | 0.17% | −0.01 |
| PEP Pepsico Inc. | Reduce -3.4% | 0.30% | −0.01 |
| SONY Sony Group Corp. - SP ADR | Reduce -20.8% | 0.28% | −0.01 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -5.1% | 0.08% | −0.01 |
| CGBD Carlyle Secured Lending Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| OKE Oneok Inc. | Add +108.2% | 2.28% | +1.18 |
| HESM Hess Midstream LP Class A | Add +26.1% | 2.78% | +0.86 |
| MPLX MPLX LP | Add +2.1% | 4.18% | +0.54 |
| TRGP Targa Resources Corp. | Add +0.3% | 4.08% | +0.48 |
| LNTH Lantheus Holdings Inc. | New | 0.38% | +0.38 |
| META Meta Platforms Inc. Class A | Add +304.2% | 0.48% | +0.36 |
| LNG Cheniere Energy Inc. | Add +4.9% | 2.90% | +0.35 |
| WMB Williams Cos Inc. | Add +7.9% | 1.86% | +0.31 |
| PAGP Plains GP Holdings LP | Add +14.3% | 1.19% | +0.30 |
| KNTK Kinetik Holdings Inc. | New | 0.28% | +0.28 |
| PM Philip Morris International | Add +1.2% | 1.10% | +0.28 |
| LIN Linde PLC | Add +65.9% | 0.55% | +0.25 |
| KMI Kinder Morgan Inc. | Add +15.6% | 1.19% | +0.21 |
| ELV Elevance Health Inc. | Add +4.8% | 0.95% | +0.19 |
| GMAB Genmab A/S -SP ADR | New | 0.17% | +0.17 |
| TRP TC Energy Corp. | Add +47.0% | 0.48% | +0.16 |
| DTM DT Midstream Inc. | Add +11.5% | 1.93% | +0.16 |
| SMC Summit Midstream Corp. | Add +154.5% | 0.26% | +0.15 |
| BLK BlackRock Inc. | Add +36.2% | 0.65% | +0.14 |
| GEV GE Vernova Inc. | Add +42.4% | 0.48% | +0.12 |
| ET Energy Transfer LP | Add +7.5% | 4.76% | +0.12 |
| AM Antero Midstream Corp. | Add +106.2% | 0.18% | +0.11 |
| UBER Uber Technologies Inc. | Add +10.2% | 0.40% | +0.10 |
| HE Hawaiian Electric Inds | Add +7.3% | 0.56% | +0.10 |
| NWG Natwest Group PLC -Spon ADR | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | Add +0.4% | 0.63% | +0.09 |
| LYG Lloyds Banking Group PLC-ADR | New | 0.08% | +0.08 |
| RYAAY Ryanair Holdings PLC-SP ADR | Add +172.0% | 0.12% | +0.07 |
| DUK Duke Energy Corp. | New | 0.06% | +0.06 |
| D Dominion Energy Inc. | New | 0.05% | +0.05 |
| C Citigroup Inc. | Add +453.2% | 0.05% | +0.04 |
| STM Stmicroelectronics NV-NY SHS | New | 0.03% | +0.03 |
| VG Venture Global Inc. Class A | New | 0.03% | +0.03 |
| ITUB Itau Unibanco H-Spon PRF ADR | Add +26.1% | 0.12% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +0.0% | 0.80% | +0.03 |
| EQNR Equinor ASA-Spon ADR | Add +11.7% | 0.16% | +0.03 |
| TLN Talen Energy Corp. | New | 0.03% | +0.03 |
| FLBL Franklin Senior Loan ETF | Add +109.3% | 0.06% | +0.03 |
| PBA Pembina Pipeline Corp. | Add +8.3% | 0.18% | +0.03 |
| UAL United Airlines Holdings Inc. | New | 0.03% | +0.03 |
| BWAY Brainsway Ltd.-ADR | New | 0.02% | +0.02 |
| NXPI NXP Semiconductors NV | Add +57.2% | 0.07% | +0.02 |
| HLN Haleon PLC-ADR | Add +10.7% | 0.10% | +0.02 |
| MNDY Monday.com Ltd. | Add +23.1% | 0.08% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +5.7% | 0.10% | +0.02 |
| STZ Constellation Brands Inc. Class A | New | 0.02% | +0.02 |
| TRIN Trinity Capital Inc. | New | 0.01% | +0.01 |
| JBBB Janus Henderson B-BBB Clo Et | New | 0.01% | +0.01 |
| LEA Lear Corp. | Add +11.5% | 0.27% | +0.01 |
| HSY The Hershey Co. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 277 | $3.0B | AAPL, TRGP, ET, EPD, MPLX |
| Q1 2026 | 275 | $2.8B | AAPL, TRGP, EPD, ET, MPLX |
| Q4 2025 | 276 | $2.7B | AAPL, ET, TRGP, MPLX, EPD |
| Q3 2025 | 275 | $2.6B | AAPL, ET, MPLX, TRGP, EPD |
| Q2 2025 | 267 | $2.5B | AAPL, ET, MPLX, HESM, TRGP |
| Q1 2025 | 271 | $2.4B | AAPL, ET, MPLX, TRGP, WES |
| Q4 2024 | 265 | $2.4B | AAPL, ET, WES, MPLX, TRGP |
| Q3 2024 | 238 | $2.0B | TRGP, AAPL, ET, WES, PAA |
| Q2 2024 | 232 | $1.9B | TRGP, ET, AAPL, MSFT, MPLX |
| Q1 2024 | 236 | $1.8B | ET, TRGP, MSFT, AAPL, MPLX |