Beach Investment Counsel Inc/Pa Top Holdings and 13F Report (2025) About Beach Investment Counsel Inc/PaInvestment ActivityBeach Investment Counsel Inc/Pa has $739.93 thousand in total holdings as of December 31, 2024.Beach Investment Counsel Inc/Pa owns shares of 120 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 1.83% of the portfolio was purchased this quarter.About 14.74% of the portfolio was sold this quarter.This quarter, Beach Investment Counsel Inc/Pa has purchased 225 new stocks and bought additional shares in 8 stocks.Beach Investment Counsel Inc/Pa sold shares of 91 stocks and completely divested from 106 stocks this quarter.Largest Holdings Enterprise Products Partners $65,107Energy Transfer $53,891Vistra $43,980Mplx $41,580Amazon.com $38,761 Largest New Holdings this Quarter Brookfield Infrastructure Clas $397 Holding Largest Purchases this Quarter Cheniere Energy Inc 35,242 shares (about $7.57K)Duolingo, Inc Class A 4,269 shares (about $1.38K)PPL 42,229 shares (about $1.37K)PG&E 66,112 shares (about $1.33K)Anheuser-Busch InBev SA/NV 23,790 shares (about $1.19K) Largest Sales this Quarter Caterpillar 22,486 shares (about $8.16K)NextEra Energy 113,268 shares (about $8.12K)Healthcare Realty Trust 356,515 shares (about $6.04K)Apple 22,515 shares (about $5.64K)Vistra 38,070 shares (about $5.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeach Investment Counsel Inc/Pa Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEPDEnterprise Products Partners$65,107$1,826 ▼-2.7%2,076,1128.8%Oils/EnergyETEnergy Transfer$53,891$2,282 ▼-4.1%2,750,9527.3%Oils/EnergyVSTVistra$43,980$5,249 ▼-10.7%318,9985.9%UtilitiesMPLXMplx$41,580$478 ▼-1.1%868,7795.6%Oils/EnergyAMZNAmazon.com$38,761$3,521 ▼-8.3%176,6785.2%Retail/WholesaleGOOGLAlphabet$31,714$4,840 ▼-13.2%167,5354.3%Computer and TechnologyNEENextEra Energy$28,001$8,120 ▼-22.5%390,5883.8%UtilitiesCheniere Energy Inc$25,568$7,573 ▲42.1%118,9913.5%COMAPOApollo Global Management$23,023$2,790 ▼-10.8%139,3983.1%FinanceHRHealthcare Realty Trust$21,184$6,043 ▼-22.2%1,249,7912.9%FinanceJPMJPMorgan Chase & Co.$19,750$2,435 ▼-11.0%82,3912.7%FinanceMSFTMicrosoft$19,684$2,737 ▼-12.2%46,7002.7%Computer and TechnologyKOCoca-Cola$17,306$1,382 ▼-7.4%277,9662.3%Consumer StaplesMETAMeta Platforms$17,221$1,734 ▼-9.1%29,4122.3%Computer and TechnologyCCitigroup$16,669$536 ▼-3.1%236,8092.3%FinanceCRH plc ADR$15,666$668 ▼-4.1%169,3242.1%COMMAMastercard$15,599$159 ▼-1.0%29,6232.1%Business ServicesAAPLApple$13,382$5,638 ▼-29.6%53,4401.8%Computer and TechnologyVVisa$12,819$445 ▼-3.4%40,5621.7%Business ServicesCWENClearway Energy$10,823$1,417 ▼-11.6%416,2661.5%Oils/EnergyBSXBoston Scientific$10,443$4,282 ▼-29.1%116,9211.4%MedicalPCGPG&E$8,975$1,334 ▲17.5%444,7671.2%UtilitiesBACBank of America$8,691$684 ▼-7.3%197,7531.2%FinanceHoward Hughes Holdings$8,182$837 ▼-9.3%106,3721.1%COMCNPCenterPoint Energy$8,047$47 ▲0.6%253,6021.1%UtilitiesSPYSPDR S&P 500 ETF Trust$7,8590.0%13,4101.1%FinanceDTEDTE Energy$7,434$725 ▼-8.9%61,5681.0%UtilitiesNEPNextera Energy Partners$7,176$1,057 ▼-12.8%403,1731.0%Oils/EnergyKKRKKR & Co. Inc.$6,967$2,411 ▼-25.7%47,1000.9%FinancePNCThe PNC Financial Services Group$6,795$73 ▼-1.1%35,2330.9%FinancePPLPPL$5,967$1,371 ▲29.8%183,8380.8%UtilitiesBAESYBAE Systems$5,851$225 ▼-3.7%102,3660.8%AerospaceBXBlackstone$4,994$1,634 ▼-24.7%28,9660.7%FinanceJNJJohnson & Johnson$4,691$1,071 ▼-18.6%32,4390.6%MedicalKWKennedy-Wilson$4,106$1,450 ▼-26.1%411,0050.6%FinanceNVDANVIDIA$4,0050.0%29,8250.5%Computer and TechnologyMDLZMondelez International$3,967$674 ▼-14.5%66,4170.5%Consumer StaplesWYWeyerhaeuser$3,560$728 ▼-17.0%126,4500.5%ConstructionGOOGAlphabet$3,538$958 ▼-21.3%18,5800.5%Computer and TechnologyMRKMerck & Co., Inc.$3,529$617 ▼-14.9%35,4750.5%MedicalPGProcter & Gamble$3,182$988 ▼-23.7%18,9780.4%Consumer StaplesWMBWilliams Companies$3,073$295 ▼-8.8%56,7810.4%Oils/EnergyNSRGYNestlé$2,866$1,038 ▼-26.6%35,0850.4%Consumer StaplesTMOThermo Fisher Scientific$2,783$981 ▼-26.1%5,3500.4%MedicalBIPBrookfield Infrastructure Partners$2,753$563 ▼-17.0%86,5980.4%FinanceNVSNovartis$2,682$611 ▼-18.5%27,5660.4%MedicalUBSUBS Group$2,176$272 ▼-11.1%71,7750.3%FinancePEPPepsiCo$2,171$421 ▼-16.3%14,2750.3%Consumer StaplesNGGNational Grid$2,068$308 ▼-13.0%34,8080.3%UtilitiesCSCOCisco Systems$2,067$414 ▼-16.7%34,9180.3%Computer and TechnologyDuolingo, Inc Class A$2,060$1,384 ▲204.9%6,3520.3%COMENGIYEngie$2,053$200 ▼-8.9%129,5500.3%UtilitiesUNPUnion Pacific$2,020$227 ▲12.7%8,8570.3%TransportationLLYEli Lilly and Company$2,015$942 ▼-31.9%2,6100.3%MedicalRHHBYRoche$2,008$432 ▼-17.7%57,5600.3%MedicalULUnilever$1,959$572 ▼-22.6%34,5520.3%Consumer StaplesSIEGYSiemens Aktiengesellschaft$1,940$464 ▼-19.3%20,0710.3%Industrial ProductsPAGPPlains GP$1,875$352 ▼-15.8%101,9870.3%Oils/EnergyMDTMedtronic$1,820$172 ▼-8.6%22,7820.2%MedicalBRK.BBerkshire Hathaway$1,780$1,637 ▼-47.9%3,9260.2%FinanceDTEGYDeutsche Telekom$1,770$416 ▼-19.0%59,2990.2%UtilitiesFDXFedEx$1,662$270 ▼-14.0%5,9090.2%TransportationIYWiShares U.S. Technology ETF$1,5630.0%9,8000.2%ManufacturingDISWalt Disney$1,504$541 ▼-26.5%13,5090.2%Consumer DiscretionaryADPAutomatic Data Processing$1,452$322 ▼-18.2%4,9590.2%Business ServicesBUDAnheuser-Busch InBev SA/NV$1,376$1,189 ▲634.4%27,5400.2%Consumer StaplesCCSCentury Communities$1,070$203 ▼-16.0%14,5870.1%ConstructionCOSTCostco Wholesale$1,069$1,867 ▼-63.6%1,1670.1%Retail/WholesaleSYYSysco$1,064$336 ▼-24.0%13,9200.1%Consumer StaplesORCLOracle$1,000$117 ▼-10.4%6,0000.1%Computer and TechnologyXOMExxon Mobil$952$293 ▼-23.6%8,8460.1%Oils/EnergyPLDPrologis$951$250 ▼-20.8%8,9960.1%FinanceRTXRTX$921$45 ▼-4.7%7,9620.1%AerospaceGWWW.W. Grainger$8410.0%7980.1%Industrial ProductsIBDRYIberdrola$824$12 ▼-1.5%14,9500.1%UtilitiesAXPAmerican Express$824$1,213 ▼-59.5%2,7750.1%FinanceDHLGYDeutsche Post$807$230 ▼-22.2%23,1290.1%TransportationSPGIS&P Global$7970.0%1,6000.1%Business ServicesVEOEYVeolia Environnement$786$188 ▼-19.3%55,9500.1%UtilitiesKMIKinder Morgan$760$103 ▼-12.0%27,7400.1%Oils/EnergyDEDeere & Company$7520.0%1,7750.1%Industrial ProductsOKEONEOK$716$37 ▼-4.9%7,1290.1%Oils/EnergyIBMInternational Business Machines$691$110 ▼-13.8%3,1440.1%Computer and TechnologyBRK.ABerkshire Hathaway$6810.0%10.1%FinanceEMREmerson Electric$638$223 ▼-25.9%5,1500.1%Industrial ProductsCBChubb$582$255 ▼-30.4%2,1050.1%FinanceCATCaterpillar$556$8,155 ▼-93.6%1,5330.1%Industrial ProductsCVXChevron$534$471 ▼-46.9%3,6870.1%Oils/EnergyLinde PLC$5230.0%1,2500.1%COMSTTState Street$522$10 ▼-1.8%5,3180.1%FinanceAIGAmerican International Group$5200.0%7,1420.1%FinanceKMBKimberly-Clark$502$36 ▼-6.7%3,8340.1%Consumer StaplesPFEPfizer$476$678 ▼-58.7%17,9570.1%MedicalFMXFomento Económico Mexicano$462$98 ▼-17.6%5,4000.1%Consumer StaplesABAllianceBernstein$450$45 ▼-9.0%12,1250.1%FinanceABTAbbott Laboratories$432$51 ▼-10.5%3,8200.1%MedicalPEAKHealthpeak Properties$430$477 ▼-52.6%21,2150.1%FinanceMETMetLife$418$82 ▼-16.4%5,1000.1%FinanceBrookfield Infrastructure Clas$397$397 ▲New Holding9,9230.1%COMWFCWells Fargo & Company$3680.0%5,2330.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
