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Miller Howard Investments Inc /Ny Top Holdings and 13F Report (2025)

About Miller Howard Investments Inc /Ny

Investment Activity

  • Miller Howard Investments Inc /Ny has $3.14 billion in total holdings as of March 31, 2025.
  • Miller Howard Investments Inc /Ny owns shares of 139 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 14.05% of the portfolio was purchased this quarter.
  • About 14.88% of the portfolio was sold this quarter.
  • This quarter, Miller Howard Investments Inc /Ny has purchased 136 new stocks and bought additional shares in 64 stocks.
  • Miller Howard Investments Inc /Ny sold shares of 64 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Mplx
$124,149,538
Energy Transfer
$93,574,784
Johnson & Johnson
$85,904,407
AbbVie
$84,880,439

Largest New Holdings this Quarter

925652109 - VICI Properties
$65,750,192 Holding
92343V104 - Verizon Communications
$62,620,014 Holding
857477103 - State Street
$42,503,523 Holding
172967424 - Citigroup
$33,047,044 Holding
093671105 - H&R Block
$30,428,931 Holding

Largest Purchases this Quarter

VICI Properties
2,015,640 shares (about $65.75M)
Verizon Communications
1,380,512 shares (about $62.62M)
State Street
474,741 shares (about $42.50M)
GSK
955,891 shares (about $37.03M)
Citigroup
465,517 shares (about $33.05M)

Largest Sales this Quarter

The Goldman Sachs Group
106,097 shares (about $57.96M)
Royal Bank of Canada
482,137 shares (about $54.35M)
Coca-Cola
648,628 shares (about $46.45M)
Jefferies Financial Group
797,841 shares (about $42.74M)
Gilead Sciences
277,872 shares (about $31.14M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMiller Howard Investments Inc /Ny

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Mplx Lp stock logo
MPLX
Mplx
$124,149,538$2,097,288 -1.7%2,319,6854.0%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$113,818,877$4,250,977 3.9%3,333,8863.6%Energy
Energy Transfer LP stock logo
ET
Energy Transfer
$93,574,784$10,229,370 -9.9%5,033,6093.0%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$85,904,407$16,424,784 23.6%517,9962.7%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$84,880,439$845,203 -1.0%405,1192.7%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$83,837,795$1,283,456 -1.5%543,4132.7%Business Services
Old Republic International Co. stock logo
ORI
Old Republic International
$79,154,253$1,217,232 -1.5%2,018,2112.5%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$76,925,513$1,045,861 -1.3%1,246,5652.4%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$74,497,243$31,135,564 -29.5%664,8572.4%Medical
Exelon Co. stock logo
EXC
Exelon
$66,249,339$3,469,501 5.5%1,437,7032.1%Utilities
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$66,101,679$22,410,078 -25.3%788,1442.1%Finance
Medtronic plc stock logo
MDT
Medtronic
$65,781,483$285,306 -0.4%732,0442.1%Medical
VICI Properties Inc. stock logo
VICI
VICI Properties
$65,750,192$65,750,192 New Holding2,015,6402.1%Finance
GSK plc stock logo
GSK
GSK
$63,796,701$37,031,228 138.4%1,646,7912.0%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$62,620,014$62,620,014 New Holding1,380,5122.0%Computer and Technology
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$58,457,569$5,734,809 -8.9%1,427,1871.9%Energy
Plains All American Pipeline, L.P. stock logo
PAA
Plains All American Pipeline
$57,228,598$5,011,160 9.6%2,861,4301.8%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$56,286,211$14,769,492 -20.8%229,4591.8%Finance
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$55,985,753$801,916 -1.4%623,7271.8%Finance
Hess Midstream LP stock logo
HESM
Hess Midstream
$54,947,128$19,139,349 53.5%1,299,2941.7%Energy
Comcast Co. stock logo
CMCSA
Comcast
$51,633,854$2,083,264 -3.9%1,399,2911.6%Consumer Discretionary
TotalEnergies SE stock logo
TTE
TotalEnergies
$51,602,397$1,339,795 2.7%797,6871.6%Energy
Entergy Corporation stock logo
ETR
Entergy
$51,433,546$1,919,166 -3.6%601,6321.6%Utilities
Enbridge Inc. stock logo
ENB
Enbridge
$48,883,122$9,498,295 24.1%1,103,2071.6%Energy
Targa Resources Corp. stock logo
TRGP
Targa Resources
$47,761,565$22,267,601 -31.8%238,2481.5%Energy
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$47,172,205$19,828,734 -29.6%351,2711.5%ETF
The Interpublic Group of Companies, Inc. stock logo
IPG
Interpublic Group of Companies
$45,414,774$780,415 -1.7%1,672,1201.4%Business Services
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$44,332,650$10,409,074 30.7%1,439,3721.4%Energy
Bank of America Co. stock logo
BAC
Bank of America
$44,170,046$615,685 -1.4%1,058,4721.4%Finance
CMS Energy Co. stock logo
CMS
CMS Energy
$42,601,355$253,872 0.6%567,1861.4%Utilities
State Street Co. stock logo
STT
State Street
$42,503,523$42,503,523 New Holding474,7411.4%Finance
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$42,376,603$1,494,957 3.7%709,1131.3%Energy
Sunoco LP stock logo
SUN
Sunoco
$39,901,369$5,352,375 15.5%687,2441.3%Energy
CHENIERE ENERGY INC COM NEW
$37,478,046$5,456,881 -12.7%161,9621.2%COM
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$36,824,596$2,082,719 -5.4%1,290,7321.2%Energy
Lamar Advertising stock logo
LAMR
Lamar Advertising
$36,185,216$500,177 -1.4%318,0281.2%Finance
ONEOK, Inc. stock logo
OKE
ONEOK
$35,984,612$399,757 1.1%362,6751.1%Energy
Phillips 66 stock logo
PSX
Phillips 66
$35,261,748$43,712 0.1%285,5661.1%Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$33,053,179$46,454,704 -58.4%461,5081.1%Consumer Staples
Citigroup Inc. stock logo
C
Citigroup
$33,047,044$33,047,044 New Holding465,5171.1%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$32,732,612$354,462 -1.1%364,6681.0%Medical
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$32,689,126$513,224 -1.5%181,9091.0%Computer and Technology
OGE Energy Corp. stock logo
OGE
OGE Energy
$32,446,586$286,745 -0.9%705,9741.0%Utilities
Antero Midstream Co. stock logo
AM
Antero Midstream
$31,161,885$237,402 0.8%1,731,2161.0%Energy
Nutrien Ltd. stock logo
NTR
Nutrien
$30,777,211$8,156,060 36.1%619,6341.0%Basic Materials
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$30,604,992$2,192,647 -6.7%1,432,8181.0%Energy
H&R Block, Inc. stock logo
HRB
H&R Block
$30,428,931$30,428,931 New Holding554,1601.0%Consumer Discretionary
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$29,886,296$57,959,464 -66.0%54,7081.0%Finance
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$29,338,957$6,212,085 26.9%1,100,0730.9%Consumer Staples
TC Energy Co. stock logo
TRP
TC Energy
$28,106,514$53,300 -0.2%595,3510.9%Energy
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
$27,875,134$42,740,319 -60.5%520,3500.9%Finance
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$27,658,429$4,421,214 -13.8%1,946,4060.9%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$27,265,124$5,516,338 -16.8%645,7870.9%Finance
Robert Half Inc. stock logo
RHI
Robert Half
$23,071,182$6,589,428 -22.2%422,9360.7%Business Services
STAG Industrial, Inc. stock logo
STAG
STAG Industrial
$21,790,442$138,629 0.6%603,2790.7%Finance
SOUTH BOW CORP
$20,864,087$9,755,687 87.8%817,5580.7%COM
Genesis Energy, L.P. stock logo
GEL
Genesis Energy
$19,336,412$19,336,412 New Holding1,232,4040.6%Energy
Pembina Pipeline Co. stock logo
PBA
Pembina Pipeline
$17,571,329$4,528,274 -20.5%438,9540.6%Energy
DT Midstream, Inc. stock logo
DTM
DT Midstream
$17,296,163$4,622,839 -21.1%179,2720.6%Energy
KEYERA CORP COM
$13,418,223$336,209 -2.4%431,7500.4%COM
American Tower Co. stock logo
AMT
American Tower
$11,335,803$4,000,116 54.5%52,0950.4%Finance
PPL Co. stock logo
PPL
PPL
$11,214,018$679,012 6.4%310,5520.4%Utilities
CenterPoint Energy, Inc. stock logo
CNP
CenterPoint Energy
$10,618,469$619,569 6.2%293,0850.3%Utilities
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$10,611,480$667,301 6.7%39,7870.3%Computer and Technology
Alerian Energy Infrastructure ETF stock logo
ENFR
Alerian Energy Infrastructure ETF
$10,159,060$10,159,060 New Holding310,0110.3%ETF
NiSource Inc. stock logo
NI
NiSource
$9,895,963$1,921,672 -16.3%246,8440.3%Utilities
Waste Management, Inc. stock logo
WM
Waste Management
$8,799,098$2,119,498 31.7%38,0070.3%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$8,517,662$634,608 8.1%120,1530.3%Utilities
Kinetik Holdings Inc. stock logo
KNTK
Kinetik
$8,131,882$5,890,359 -42.0%156,5630.3%Energy
Atmos Energy Co. stock logo
ATO
Atmos Energy
$7,992,596$2,516,110 45.9%51,7050.3%Utilities
Ameren Co. stock logo
AEE
Ameren
$7,947,584$743,263 10.3%79,1590.3%Utilities
Sempra stock logo
SRE
Sempra
$7,797,457$138,938 1.8%109,2690.2%Utilities
Constellation Energy Co. stock logo
CEG
Constellation Energy
$7,356,127$611,549 -7.7%36,4830.2%Energy
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$7,242,810$441,457 6.5%88,0050.2%Utilities
CHENIERE ENERGY PARTNERS LP CO
$6,878,556$134,392 2.0%104,1570.2%COM
AT&T Inc. stock logo
T
AT&T
$6,813,864$6,813,864 New Holding240,9430.2%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$6,332,076$3,137,052 98.2%60,2940.2%Energy
Union Pacific Co. stock logo
UNP
Union Pacific
$6,032,694$342,788 6.0%25,5360.2%Transportation
National Grid plc stock logo
NGG
National Grid
$5,736,701$90,805 1.6%87,4360.2%Utilities
CSX Co. stock logo
CSX
CSX
$5,553,459$45,970 0.8%188,7010.2%Transportation
American Water Works Company, Inc. stock logo
AWK
American Water Works
$5,540,702$1,694,119 44.0%37,5590.2%Utilities
Antero Resources Co. stock logo
AR
Antero Resources
$5,480,146$190,836 -3.4%135,5130.2%Energy
Hess Co. stock logo
HES
Hess
$5,476,663$153,501 2.9%34,2870.2%Energy
GIBSON ENERGY INC COM
$5,229,928$130,919 -2.4%337,2390.2%COM
Waste Connections, Inc. stock logo
WCN
Waste Connections
$4,652,855$4,652,855 New Holding23,8380.1%Business Services
Suncor Energy Inc. stock logo
SU
Suncor Energy
$4,479,904$151,550 -3.3%115,7000.1%Energy
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$4,149,448$263,237 6.8%84,0650.1%Energy
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,122,590$137,007 -3.2%34,6640.1%Energy
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$4,009,494$384,618 10.6%27,5210.1%Energy
EQT Co. stock logo
EQT
EQT
$3,852,944$100,769 -2.5%72,1120.1%Energy
Range Resources Co. stock logo
RRC
Range Resources
$3,490,441$63,449 -1.8%87,4140.1%Energy
Equinix, Inc. stock logo
EQIX
Equinix
$3,150,228$526,669 20.1%3,8640.1%Finance
The Southern Company stock logo
SO
Southern
$2,641,815$213,508 8.8%28,7310.1%Utilities
The AES Co. stock logo
AES
AES
$2,582,646$490,417 23.4%207,9420.1%Utilities
Vistra Corp. stock logo
VST
Vistra
$2,559,722$101,586 -3.8%21,7960.1%Utilities
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$2,486,972$2,619,280 -51.3%31,5410.1%ETF
Gulfport Energy Co. stock logo
GPOR
Gulfport Energy
$2,434,883$2,434,883 New Holding13,2230.1%Energy
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$2,424,046$194,938 8.7%22,1840.1%Utilities
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,359,949$139,138 6.3%21,4560.1%Transportation
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$2,331,861$122,976 -5.0%222,0820.1%Business Services

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