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Miller Howard Investments Inc /Ny Top Holdings and 13F Report (2026)

About Miller Howard Investments Inc /Ny

Investment Activity

  • Miller Howard Investments Inc /Ny has $3.72 billion in total holdings as of September 30, 2026.
  • Miller Howard Investments Inc /Ny owns shares of 159 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
  • Approximately 7.68% of the portfolio was purchased this quarter.
  • About 7.63% of the portfolio was sold this quarter.
  • This quarter, Miller Howard Investments Inc /Ny has purchased 152 new stocks and bought additional shares in 74 stocks.
  • Miller Howard Investments Inc /Ny sold shares of 59 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Mplx
$130,525,840
ENERGY TRANSFER L P COM UT LTD
$112,277,265
TC Energy
$85,471,491
Johnson & Johnson
$83,990,661

Largest New Holdings this Quarter

66987V109 - Novartis
$32,737,397 Holding
30609A109 - ONEOK INC
$31,531,122 Holding
437076102 - Home Depot
$30,199,271 Holding
758849103 - Regency Centers
$21,567,058 Holding

Largest Purchases this Quarter

Novartis
229,623 shares (about $32.74M)
ONEOK INC
369,780 shares (about $31.53M)
Home Depot
106,152 shares (about $30.20M)
SUNOCOCORP LLC LLC
370,667 shares (about $27.11M)
Brixmor Property Group
808,010 shares (about $22.30M)

Largest Sales this Quarter

Host Hotels & Resorts
1,359,628 shares (about $30.44M)
AbbVie
101,089 shares (about $26.44M)
Johnson & Johnson
86,267 shares (about $22.84M)
State Street
128,755 shares (about $22.48M)
Stag Industrial
570,972 shares (about $20.45M)

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
$130,525,840$463,739 ▼-0.4%2,317,5753.5%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$119,084,030$4,708,603 ▲4.1%3,344,1183.2%Energy
ENERGY TRANSFER L P COM UT LTD
$112,277,265$7,200,036 ▲6.9%5,679,1743.0%COM
TC Energy Corporation stock logo
TRP
TC Energy
$85,471,491$12,075,041 ▲16.5%1,479,2572.3%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$83,990,661$22,838,337 ▼-21.4%317,2572.3%Healthcare
AbbVie Inc. stock logo
ABBV
AbbVie
$77,317,677$26,443,887 ▼-25.5%295,5682.1%Healthcare
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$75,877,067$2,713,492 ▲3.7%1,710,0982.0%Energy
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$75,206,946$696,487 ▼-0.9%606,8502.0%Finance
Medtronic PLC stock logo
MDT
Medtronic
$73,201,995$273,453 ▼-0.4%848,3252.0%Healthcare
Sunoco LP stock logo
SUN
Sunoco
$71,217,604$234,277 ▲0.3%977,3241.9%Energy
PLAINS ALL AMERN PIPELINE L P
$71,041,987$61,696 ▲0.1%2,995,0251.9%COM
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$68,242,544$2,849,882 ▲4.4%252,4601.8%Energy
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$67,076,635$577,737 ▼-0.9%465,4541.8%Real Estate
State Street Corporation stock logo
STT
State Street
$65,391,117$22,479,337 ▼-25.6%374,5411.8%Finance
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$64,317,026$2,740,687 ▲4.5%946,2561.7%Energy
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$64,058,656$3,430,415 ▼-5.1%1,360,9231.7%Energy
Exelon Corporation stock logo
EXC
Exelon
$63,596,227$1,869,146 ▼-2.9%1,574,1641.7%Utilities
Entergy Corporation stock logo
ETR
Entergy
$62,012,261$296,986 ▼-0.5%624,7461.7%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$61,273,883$138,711 ▼-0.2%1,335,8161.6%Communication Services
Citigroup Inc. stock logo
C
Citigroup
$60,688,995$331,598 ▼-0.5%468,7131.6%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$60,604,468$557,092 ▼-0.9%563,0821.6%Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$59,564,449$16,497,539 ▼-21.7%475,9441.6%Energy
Hess Midstream Partners LP stock logo
HESM
Hess Midstream Partners
$59,292,351$1,065,007 ▲1.8%1,586,6301.6%Energy
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$58,072,673$373,072 ▼-0.6%389,6191.6%Healthcare
M&T Bank Corporation stock logo
MTB
M&T Bank
$57,267,346$564,020 ▼-1.0%263,1771.5%Finance
GSK PLC Sponsored ADR stock logo
GSK
GSK
$56,555,871$384,348 ▼-0.7%1,174,0891.5%Healthcare
Enbridge Inc stock logo
ENB
Enbridge
$56,383,377$2,149,092 ▲4.0%1,212,8071.5%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$55,940,289$583,435 ▼-1.0%1,027,7471.5%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$55,685,511$506,498 ▼-0.9%964,0841.5%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$55,619,427$2,363,640 ▲4.4%1,844,7571.5%Energy
Phillips 66 stock logo
PSX
Phillips 66
$55,324,490$19,515,928 ▼-26.1%216,6951.5%Energy
Paychex, Inc. stock logo
PAYX
Paychex
$50,836,776$1,229,872 ▲2.5%516,1091.4%Industrials
Snap-On Incorporated stock logo
SNA
Snap-On
$50,582,695$605,705 ▼-1.2%139,2121.4%Industrials
CME Group Inc. stock logo
CME
CME Group
$50,442,132$8,689,611 ▲20.8%192,5421.4%Finance
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$50,411,575$645,342 ▼-1.3%585,6361.4%Consumer Staples
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$48,977,159$520,968 ▼-1.1%174,8621.3%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$47,542,652$641,957 ▼-1.3%52,8041.3%Finance
CHENIERE ENERGY INC COM NEW
$46,519,231$1,846,887 ▲4.1%172,9151.3%COM
GAP INC/THE
$45,652,101$8,559,037 ▲23.1%1,998,7791.2%COM
Equity Lifestyle Properties, Inc. stock logo
ELS
Equity Lifestyle Properties
$45,107,882$1,120,286 ▼-2.4%773,3221.2%Real Estate
SUNOCOCORP LLC LLC
$44,892,673$27,110,584 ▲152.5%613,7911.2%COM
Regions Financial Corporation stock logo
RF
Regions Financial
$42,666,108$369,035 ▼-0.9%1,587,2811.1%Finance
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$42,396,911$326,770 ▼-0.8%575,8101.1%Communication Services
Nutrien Ltd. stock logo
NTR
Nutrien
$42,277,400$444,401 ▼-1.0%601,8141.1%Materials
Brixmor Property Group Inc. stock logo
BRX
Brixmor Property Group
$41,821,046$22,301,080 ▲114.2%1,515,2551.1%Real Estate
Old Republic International Corporation stock logo
ORI
Old Republic International
$41,055,301$393,658 ▼-0.9%1,100,3831.1%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$35,951,815$9,277,322 ▼-20.5%155,6761.0%Consumer Discretionary
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$35,797,135$338,176 ▼-0.9%1,382,1291.0%Energy
CMS Energy Corporation stock logo
CMS
CMS Energy
$34,551,076$1,477,650 ▼-4.1%547,7340.9%Utilities
Hormel Foods Corporation stock logo
HRL
Hormel Foods
$33,088,896$2,028,756 ▼-5.8%1,659,4230.9%Consumer Staples
Novartis AG stock logo
NVS
Novartis
$32,737,397$32,737,397 ▲New Holding229,6230.9%Healthcare
OGE Energy Corporation stock logo
OGE
OGE Energy
$31,840,620$221,241 ▼-0.7%701,0260.9%Utilities
ONEOK INC
$31,531,122$31,531,122 ▲New Holding369,7800.8%COM
The Home Depot, Inc. stock logo
HD
Home Depot
$30,199,271$30,199,271 ▲New Holding106,1520.8%Consumer Discretionary
DT Midstream, Inc. stock logo
DTM
DT Midstream
$26,807,037$1,703,523 ▲6.8%224,3830.7%Energy
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$23,711,116$30,442,063 ▼-56.2%1,059,0050.6%Real Estate
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$22,148,191$1,408,104 ▲6.8%496,8190.6%Energy
Antero Midstream Corporation stock logo
AM
Antero Midstream
$22,073,406$190,028 ▼-0.9%1,094,9110.6%Energy
Regency Centers Corporation stock logo
REG
Regency Centers
$21,567,058$21,567,058 ▲New Holding300,0430.6%Real Estate
KEYERA CORP COM
$21,505,044$1,387,454 ▲6.9%594,5820.6%COM
Eastman Chemical Company stock logo
EMN
Eastman Chemical
$20,169,551$18,935,514 ▼-48.4%311,0660.5%Materials
SOUTH BOW CORP
$17,581,495$1,118,005 ▲6.8%530,6820.5%COM
Ameren Corporation stock logo
AEE
Ameren
$14,835,462$4,390,414 ▲42.0%149,2800.4%Utilities
Genesis Energy, L.P. stock logo
GEL
Genesis Energy
$14,232,521$5,353,315 ▼-27.3%1,034,3400.4%Energy
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$13,593,314$2,928,077 ▼-17.7%34,3770.4%Energy
CenterPoint Energy, Inc. stock logo
CNP
CenterPoint Energy
$13,462,464$153,787 ▲1.2%365,8280.4%Utilities
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$12,815,576$155,494 ▲1.2%169,2050.3%Utilities
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$12,438,671$1,342,011 ▲12.1%176,4850.3%Utilities
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$12,118,309$294,156 ▲2.5%47,7060.3%Utilities
CSX Corporation stock logo
CSX
CSX
$12,052,308$256,502 ▲2.2%259,1340.3%Industrials
American Tower Corporation stock logo
AMT
American Tower
$10,916,380$60,075 ▲0.6%66,6890.3%Real Estate
Sempra Energy stock logo
SRE
Sempra Energy
$10,526,046$3,626,765 ▼-25.6%135,0190.3%Utilities
GIBSON ENERGY INC COM
$10,342,032$667,268 ▲6.9%482,3620.3%COM
PPL Corporation stock logo
PPL
PPL
$10,053,577$140,999 ▲1.4%305,6730.3%Utilities
Waste Management, Inc. stock logo
WM
Waste Management
$9,989,330$194,946 ▲2.0%48,9870.3%Industrials
Equinix, Inc. stock logo
EQIX
Equinix
$9,759,360$198,262 ▲2.1%9,6480.3%Real Estate
National Grid Transco, PLC stock logo
NGG
National Grid Transco
$9,625,649$64,371 ▼-0.7%126,9540.3%Utilities
Invesco S&P 500 Equal Weight Consumer Discretionary ETF stock logo
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
$9,170,913$9,170,913 ▲New Holding177,3190.2%ETF
KINETIK HOLDINGS INC COM NEW C
$8,969,987$2,005,490 ▲28.8%178,6850.2%COM
Union Pacific Corporation stock logo
UNP
Union Pacific
$8,891,271$167,631 ▲1.9%32,6730.2%Industrials
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$8,796,235$8,796,235 ▲New Holding86,1360.2%ETF
American Water Works Company, Inc. stock logo
AWK
American Water Works
$8,313,459$232,012 ▲2.9%64,2110.2%Utilities
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$8,014,871$325,833 ▲4.2%49,1470.2%Communication Services
NiSource, Inc stock logo
NI
NiSource
$8,003,463$54,639 ▲0.7%205,2170.2%Utilities
Atmos Energy Corporation stock logo
ATO
Atmos Energy
$7,699,335$948,181 ▼-11.0%49,2160.2%Utilities
AT&T Inc. stock logo
T
AT&T
$7,573,615$585,795 ▲8.4%310,3940.2%Communication Services
Valero Energy Corporation stock logo
VLO
Valero Energy
$7,509,169$2,529,543 ▼-25.2%19,3730.2%Energy
FedEx Corporation stock logo
FDX
FedEx
$7,106,495$121,164 ▲1.7%24,9270.2%Industrials
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$6,919,181$6,919,181 ▲New Holding63,5720.2%ETF
CHENIERE ENERGY PARTNERS LP CO
$6,527,211$3,104 ▼0.0%107,2500.2%COM
Antero Resources Corporation stock logo
AR
Antero Resources
$5,157,119$82,807 ▲1.6%154,4510.1%Energy
Waste Connections, Inc. stock logo
WCN
Waste Connections
$5,129,209$370,198 ▲7.8%33,3220.1%Industrials
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$4,880,662$79,716 ▲1.7%88,2260.1%Energy
APA Corporation stock logo
APA
APA
$4,865,206$80,588 ▲1.7%117,1210.1%Energy
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$4,668,770$768,100 ▲19.7%10,9410.1%Healthcare
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$4,623,945$18,221,144 ▼-79.8%30,4070.1%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$4,377,816$29,897 ▲0.7%36,9000.1%Utilities
Chord Energy Corporation stock logo
CHRD
Chord Energy
$4,065,405$65,694 ▲1.6%30,3230.1%Energy
Vistra Corp. stock logo
VST
Vistra
$4,034,839$36,801 ▲0.9%29,1640.1%Utilities
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$3,861,599$2,450,175 ▼-38.8%56,8970.1%Energy

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