Eagle Global Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Eagle Global Advisors LLC reported 275 stock positions worth $2.6 billion. Its top holding was Apple (AAPL) at 10.5% of the portfolio, followed by Energy Transfer (ET, 4.3%) and MPLX (MPLX, 3.7%). Compared with Q2 2025, it opened 15 new positions, sold out of 7, added to 67 and reduced 100. The biggest buy was Enterprise Products Partners (EPD, shares +42%) and the biggest sale Hess Midstream Class A (HESM, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Houston, TX
- CIK
- 0001130787
- Portfolio Value
- $2.6B (Q3 2025)
- SEC Filing
- 0001172661-25-004445 ↗ filed Oct 28, 2025
Holdings Value
Holdings 275 stocks · $2.6B
| AAPL Apple Inc. | 10.46% | 1,072,172 | $273.0M | Reduce -0.3% |
| ET Energy Transfer LP | 4.25% | 6,466,059 | $111.0M | Add +6.0% |
| MPLX MPLX LP | 3.71% | 1,937,055 | $96.8M | Add +0.9% |
| TRGP Targa Resources Corp. | 3.66% | 569,908 | $95.5M | Add +13.4% |
| EPD Enterprise Products Partners | 3.51% | 2,931,052 | $91.7M | Add +42.2% |
| MSFT Microsoft Corp. | 3.25% | 163,691 | $84.8M | Reduce -1.3% |
| LNG Cheniere Energy Inc. | 2.94% | 326,024 | $76.6M | Add +7.2% |
| PAA Plains All Amer Pipeline LP | 2.69% | 4,117,370 | $70.2M | Add +6.2% |
| HESM Hess Midstream LP Class A | 2.48% | 1,875,486 | $64.8M | Reduce -23.6% |
| NVDA Nvidia Corp. | 2.37% | 331,098 | $61.8M | Reduce -0.7% |
| DTM DT Midstream Inc. | 2.19% | 505,471 | $57.1M | Add +8.8% |
| WES Western Midstream Partners L | 2.10% | 1,397,220 | $54.9M | Reduce -27.4% |
| JPM JPMorgan Chase & Co. | 2.07% | 171,535 | $54.1M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.98% | 234,828 | $51.6M | Reduce -0.9% |
| WMB Williams Cos Inc. | 1.91% | 788,026 | $49.9M | Add +7.4% |
| GOOGL Alphabet Inc. Class A | 1.66% | 178,277 | $43.3M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 1.60% | 170,932 | $41.6M | Reduce -20.5% |
| OKE Oneok Inc. | 1.59% | 568,367 | $41.5M | Add +5.2% |
| KMI Kinder Morgan Inc. | 1.54% | 1,423,609 | $40.3M | Add +47.4% |
| TT Trane Technologies PLC | 1.20% | 74,333 | $31.4M | Reduce -17.9% |
| PM Philip Morris International | 1.04% | 168,002 | $27.2M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 43,142 | $25.9M | Reduce -1.4% |
| HD Home Depot Inc. | 0.92% | 59,370 | $24.1M | Reduce -2.8% |
| GEV GE Vernova Inc. | 0.89% | 37,642 | $23.1M | Reduce -0.4% |
| V Visa Inc. Class A | 0.83% | 63,684 | $21.7M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.83% | 38,136 | $21.7M | Reduce -1.3% |
| PAGP Plains GP Holdings LP | 0.82% | 1,168,500 | $21.3M | Add +3.9% |
| AXP American Express Co. | 0.81% | 63,647 | $21.1M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.81% | 28,757 | $21.1M | Reduce -0.7% |
| CW Curtiss-Wright Corp. | 0.75% | 36,124 | $19.6M | No change |
| BLK BlackRock Inc. | 0.74% | 16,556 | $19.3M | Add +0.2% |
| KNTK Kinetik Holdings Inc. | 0.74% | 449,980 | $19.2M | Add +70.8% |
| NBIS Nebius Group NV | 0.71% | 166,125 | $18.7M | Reduce -24.1% |
| ABBV Abbvie Inc. | 0.71% | 79,466 | $18.4M | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.69% | 238,836 | $18.0M | Reduce -19.9% |
| TMO Thermo Fisher Scientific Inc. | 0.67% | 35,955 | $17.4M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.64% | 148,579 | $16.8M | Reduce -20.4% |
| JNJ Johnson & Johnson | 0.64% | 89,832 | $16.7M | Reduce -1.1% |
| SOXQ Invesco PHLX Semiconductor | 0.64% | 332,099 | $16.6M | Reduce -1.0% |
| HON Honeywell International Inc. | 0.64% | 78,749 | $16.6M | Reduce -0.9% |
| BKNG Booking Holdings Inc. | 0.60% | 2,899 | $15.7M | Reduce -0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.60% | 56,043 | $15.7M | Add +10.6% |
| UNH Unitedhealth Group Inc. | 0.59% | 44,459 | $15.4M | Reduce -10.2% |
| CAT Caterpillar Inc. | 0.56% | 30,723 | $14.7M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 28,053 | $14.1M | Reduce -2.6% |
| PANW Palo Alto Networks Inc. | 0.54% | 69,165 | $14.1M | Reduce -0.7% |
| ICE Intercontinental Exchange Inc. | 0.54% | 83,471 | $14.1M | Reduce -2.1% |
| CVX Chevron Corp. | 0.54% | 90,229 | $14.0M | Reduce -0.6% |
| LIN Linde PLC | 0.50% | 27,730 | $13.2M | Reduce -1.3% |
| UBER Uber Technologies Inc. | 0.50% | 134,380 | $13.2M | Reduce -1.0% |
| CRH CRH PLC | 0.46% | 100,145 | $12.0M | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 0.46% | 14,931 | $11.9M | Add +7.9% |
| MRK Merck & Co. Inc. | 0.45% | 140,076 | $11.8M | Reduce -7.7% |
| TRP TC Energy Corp. | 0.44% | 212,270 | $11.5M | Reduce -0.0% |
| HE Hawaiian Electric Inds | 0.44% | 1,045,850 | $11.5M | Reduce -15.9% |
| ELV Elevance Health Inc. | 0.39% | 31,480 | $10.2M | Reduce -7.4% |
| TMUS T-Mobile US Inc. | 0.38% | 41,298 | $9.9M | Add +1.4% |
| AVGO Broadcom Inc. | 0.38% | 29,800 | $9.8M | Add +960.5% |
| VEEV Veeva Systems Inc. Class A | 0.37% | 32,253 | $9.6M | New |
| CP Canadian Pacific Kansas City | 0.36% | 126,004 | $9.4M | Reduce -1.4% |
| PNC PNC Financial Services Group | 0.36% | 46,150 | $9.3M | New |
| PCG P G & E Corp. | 0.34% | 582,883 | $8.8M | No change |
| ESLT Elbit Systems Ltd. | 0.33% | 17,101 | $8.7M | No change |
| QCOM Qualcomm Inc. | 0.33% | 52,049 | $8.7M | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.33% | 36,054 | $8.5M | Reduce -1.5% |
| INTU Intuit Inc. | 0.32% | 12,410 | $8.5M | New |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.32% | 314,910 | $8.2M | Add +0.6% |
| BA The Boeing Co. | 0.32% | 38,100 | $8.2M | New |
| KMPR Kemper Corp. | 0.31% | 159,060 | $8.2M | No change |
| SPGI S&P Global Inc. | 0.31% | 16,492 | $8.0M | No change |
| KO The Coca-Cola Co. | 0.30% | 119,408 | $7.9M | Reduce -1.3% |
| ALC Alcon Inc. filed as ALCON AG | 0.30% | 106,203 | $7.9M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.30% | 50,974 | $7.8M | No change |
| SONY Sony Group Corp. - SP ADR | 0.29% | 264,510 | $7.6M | Reduce -0.1% |
| GMAB Genmab A/S -SP ADR | 0.29% | 244,470 | $7.5M | Add +16.3% |
| NVMI Nova Ltd. | 0.28% | 22,500 | $7.2M | Reduce -2.2% |
| SHEL Shell PLC-ADR | 0.27% | 100,204 | $7.2M | Add +0.4% |
| MO Altria Group Inc. | 0.27% | 107,306 | $7.1M | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.25% | 26,737 | $6.6M | Reduce -16.4% |
| SBUX Starbucks Corp. | 0.25% | 77,836 | $6.6M | Reduce -7.6% |
| CYBR Cyberark Software Ltd./Israel | 0.25% | 13,400 | $6.5M | No change |
| SAP Sap SE-Sponsored ADR | 0.24% | 23,812 | $6.4M | Add +44.0% |
| BABA Alibaba Group Holding-SP ADR | 0.24% | 34,958 | $6.2M | Add +1.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.23% | 6,323 | $6.1M | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.22% | 359,244 | $5.7M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.21% | 39,430 | $5.5M | Reduce -18.6% |
| SMC Summit Midstream Corp. | 0.21% | 264,186 | $5.4M | Add +35.3% |
| MELI MercadoLibre Inc. | 0.20% | 2,228 | $5.2M | Reduce -0.2% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.20% | 305,000 | $5.1M | Reduce -1.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 44,524 | $5.1M | Reduce -2.1% |
| WBI Waterbridge Infrastruc Class A | 0.19% | 200,000 | $5.0M | New |
| NWG Natwest Group PLC -Spon ADR | 0.19% | 353,480 | $5.0M | Add +0.2% |
| BLDR Builders Firstsource Inc. | 0.19% | 41,180 | $5.0M | Reduce -15.0% |
| ING ING Groep N.V.-Sponsored ADR | 0.18% | 176,621 | $4.6M | Reduce -1.4% |
| CNQ Canadian Natural Resources | 0.17% | 142,600 | $4.6M | No change |
| SU Suncor Energy Inc. | 0.17% | 108,739 | $4.5M | Reduce -0.2% |
| HDB HDFC Bank Ltd.-ADR | 0.17% | 131,390 | $4.5M | Add +6.0% |
| DRS Leonardo DRS Inc. | 0.17% | 97,000 | $4.4M | No change |
| TSEM Tower Semiconductor Ltd. | 0.17% | 60,323 | $4.4M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 6,485 | $4.3M | Reduce -1.0% |
Portfolio Sells Q2 2025 → Q3 2025
| HESM Hess Midstream LP Class A | Reduce -23.6% | 2.48% | −1.34 |
| WES Western Midstream Partners L | Reduce -27.4% | 2.10% | −0.91 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.60 |
| PGR Progressive Corp. | Reduce -85.6% | 0.06% | −0.41 |
| PYPL PayPal Holdings Inc. | Reduce -95.2% | 0.02% | −0.41 |
| TT Trane Technologies PLC | Reduce -17.9% | 1.20% | −0.40 |
| XOM Exxon Mobil Corp. | Reduce -20.4% | 0.64% | −0.17 |
| NEE Nextera Energy Inc. | Reduce -19.9% | 0.69% | −0.15 |
| ELV Elevance Health Inc. | Reduce -7.4% | 0.39% | −0.15 |
| ACN Accenture PLC Class A | Reduce -16.4% | 0.25% | −0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -26.7% | 0.16% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 1.98% | −0.13 |
| HON Honeywell International Inc. | Reduce -0.9% | 0.64% | −0.11 |
| ICE Intercontinental Exchange Inc. | Reduce -2.1% | 0.54% | −0.09 |
| HE Hawaiian Electric Inds | Reduce -15.9% | 0.44% | −0.09 |
| MSFT Microsoft Corp. | Reduce -1.3% | 3.25% | −0.09 |
| V Visa Inc. Class A | Reduce -1.0% | 0.83% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -0.9% | 0.60% | −0.09 |
| MNDY Monday.com Ltd. | Reduce -31.6% | 0.05% | −0.07 |
| SBUX Starbucks Corp. | Reduce -7.6% | 0.25% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.81% | −0.06 |
| NWE Northwestern Energy Group Inc. | Sold out | 0.00% | −0.05 |
| CP Canadian Pacific Kansas City | Reduce -1.4% | 0.36% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -1.3% | 0.83% | −0.05 |
| PEP Pepsico Inc. | Reduce -18.6% | 0.21% | −0.05 |
| KO The Coca-Cola Co. | Reduce -1.3% | 0.30% | −0.04 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.04 |
| BSM Black Stone Minerals LP | Reduce -79.5% | 0.01% | −0.04 |
| BLDR Builders Firstsource Inc. | Reduce -15.0% | 0.19% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -0.7% | 0.54% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -0.2% | 0.20% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -10.2% | 0.59% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -7.7% | 0.45% | −0.04 |
| AM Antero Midstream Corp. | Reduce -17.6% | 0.14% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.1% | 0.20% | −0.03 |
| MAR Marriott International Class A | Reduce -44.6% | 0.03% | −0.03 |
| LIN Linde PLC | Reduce -1.3% | 0.50% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -34.4% | 0.05% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 0.54% | −0.03 |
| AXP American Express Co. | Reduce -1.3% | 0.81% | −0.02 |
| RELX Relx PLC - Spon ADR | Reduce -0.8% | 0.10% | −0.02 |
| INFY Infosys Ltd.-SP ADR | Reduce -18.6% | 0.04% | −0.02 |
| PBA Pembina Pipeline Corp. | Reduce -14.6% | 0.14% | −0.02 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -4.3% | 0.08% | −0.02 |
| EQNR Equinor ASA-Spon ADR | Reduce -4.4% | 0.12% | −0.02 |
| UNP Union Pacific Corp. | Reduce -1.5% | 0.33% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -11.6% | 0.08% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -31.3% | 0.02% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -15.6% | 0.05% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| EPD Enterprise Products Partners | Add +42.2% | 3.51% | +0.93 |
| KMI Kinder Morgan Inc. | Add +47.4% | 1.54% | +0.39 |
| VEEV Veeva Systems Inc. Class A | New | 0.37% | +0.37 |
| PNC PNC Financial Services Group | New | 0.36% | +0.36 |
| AVGO Broadcom Inc. | Add +960.5% | 0.38% | +0.35 |
| INTU Intuit Inc. | New | 0.32% | +0.32 |
| BA The Boeing Co. | New | 0.32% | +0.32 |
| KNTK Kinetik Holdings Inc. | Add +70.8% | 0.74% | +0.27 |
| WBI Waterbridge Infrastruc Class A | New | 0.19% | +0.19 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.6% | 0.60% | +0.14 |
| DTM DT Midstream Inc. | Add +8.8% | 2.19% | +0.12 |
| TRGP Targa Resources Corp. | Add +13.4% | 3.66% | +0.12 |
| BCS Barclays PLC-Spons ADR | New | 0.12% | +0.12 |
| GMAB Genmab A/S -SP ADR | Add +16.3% | 0.29% | +0.11 |
| BABA Alibaba Group Holding-SP ADR | Add +1.1% | 0.24% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +7.9% | 0.46% | +0.06 |
| VRNS Varonis Systems Inc. | Add +45.5% | 0.15% | +0.05 |
| WMB Williams Cos Inc. | Add +7.4% | 1.91% | +0.05 |
| NRG NRG Energy Inc. | New | 0.05% | +0.05 |
| BKH Black Hills Corp. | New | 0.04% | +0.04 |
| LYG Lloyds Banking Group PLC-ADR | Add +32.9% | 0.16% | +0.04 |
| SAP Sap SE-Sponsored ADR | Add +44.0% | 0.24% | +0.04 |
| BLK BlackRock Inc. | Add +0.2% | 0.74% | +0.04 |
| IX Orix - Sponsored ADR | Add +0.6% | 0.32% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Add +168.0% | 0.05% | +0.03 |
| HASI Ha Sustainable Infrastructur | Add +20.8% | 0.09% | +0.02 |
| GDLC Grayscale Coindesk 5 ETF | New | 0.02% | +0.02 |
| GLDM SPDR Gold Minishares Trust | Add +25.6% | 0.06% | +0.02 |
| SHV iShares 0-1 Year Treasury Bo | Add +41.4% | 0.06% | +0.02 |
| JBBB Janus Henderson B-BBB Clo Et | Add +148.2% | 0.03% | +0.02 |
| SMC Summit Midstream Corp. | Add +35.3% | 0.21% | +0.01 |
| ODD Oddity Tech Ltd. Class A | Add +48.0% | 0.09% | +0.01 |
| EZBC Franklin Bitcoin ETF | Add +54.5% | 0.03% | +0.01 |
| BWAY Brainsway Ltd.-ADR | Add +19.3% | 0.04% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +40.0% | 0.04% | +0.01 |
| HODL Vaneck Bitcoin ETF | Add +38.1% | 0.03% | +0.01 |
| IWC iShares Micro-Cap ETF | New | 0.01% | +0.01 |
| METC Ramaco Resources Inc. Class A | New | 0.01% | +0.01 |
| UTHR United Therapeutics Corp. | New | 0.01% | +0.01 |
| UUUU Energy Fuels Inc. | New | 0.01% | +0.01 |
| OR Or Royalties Inc. | New | 0.01% | +0.01 |
| ISOU Isoenergy Ltd. | New | 0.01% | +0.01 |
| BTC Grayscale Bitcoin Mini ETF | Add +30.3% | 0.03% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +30.1% | 0.03% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +29.8% | 0.03% | +0.01 |
| BITB Bitwise Bitcoin ETF | Add +26.4% | 0.03% | +0.01 |
| IGEB iShares Investment Grade SYS | Add +24.9% | 0.04% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +52.6% | 0.01% | +0.00 |
| EU Encore Energy Corp. | Add +29.8% | 0.01% | +0.00 |
| HTGC Hercules Capital Inc. | Add +19.3% | 0.02% | +0.00 |
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 |