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 $3.66 billion in total holdings as of March 31, 2026.
Miller Howard Investments Inc /Ny owns shares of 138 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 9.81% of the portfolio was purchased this quarter.
About 9.18% of the portfolio was sold this quarter.
This quarter, Miller Howard Investments Inc /Ny has purchased 140 new stocks and bought additional shares in 85 stocks.
Miller Howard Investments Inc /Ny sold shares of 40 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Mplx: $127,819,360
Enterprise Products Partners: $119,582,188
Energy Transfer: $100,685,144
Johnson & Johnson: $98,826,010
GSK: $89,923,893

Largest New Holdings this Quarter

833034101 - Snap-On: $51,243,855 Holding
31428X106 - FedEx: $6,417,124 Holding
86765Q106 - SUNOCOCORP LLC LLC: $5,462,991 Holding
03743Q108 - APA: $4,995,230 Holding
N3168P101 - FERROVIAL SE ORD: $4,535,351 Holding

Largest Purchases this Quarter

CME Group: 191,793 shares (about $56.65M)
Snap-On: 141,082 shares (about $51.24M)
GAP INC/THE: 900,855 shares (about $21.80M)
Lamar Advertising: 152,833 shares (about $19.36M)
Hormel Foods: 714,080 shares (about $16.17M)

Largest Sales this Quarter

Cisco Systems: 660,205 shares (about $51.23M)
iShares Select Dividend ETF: 321,507 shares (about $48.68M)
Gilead Sciences: 261,540 shares (about $36.45M)
Johnson & Johnson: 107,998 shares (about $26.40M)
Antero Midstream: 839,531 shares (about $19.14M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MPLX Mplx	$127,819,360	$4,350,276 â–¼	-3.3%	2,239,694	3.5%	Energy
EPD Enterprise Products Partners	$119,582,188	$1,819,612 â–²	1.5%	3,160,206	3.3%	Energy
ET Energy Transfer	$100,685,144	$236,695 â–¼	-0.2%	5,216,847	2.8%	Energy
JNJ Johnson & Johnson	$98,826,010	$26,399,003 â–¼	-21.1%	404,296	2.7%	Medical
GSK GSK	$89,923,893	$704,390 â–¼	-0.8%	1,629,351	2.5%	Medical
ABBV AbbVie	$86,560,488	$716,411 â–¼	-0.8%	397,998	2.4%	Medical
EXC Exelon	$82,602,094	$11,855,685 â–²	16.8%	1,685,069	2.3%	Utilities
TRP TC Energy	$81,036,801	$9,933,740 â–²	14.0%	1,294,518	2.2%	Energy
COP ConocoPhillips	$80,506,834	$5,590,466 â–²	7.5%	609,900	2.2%	Energy
STT State Street	$75,380,407	$508,771 â–¼	-0.7%	595,610	2.1%	Finance
CNQ Canadian Natural Resources	$70,177,290	$2,733,314 â–²	4.1%	1,440,125	1.9%	Energy
ETR Entergy	$69,577,497	$58,764 â–²	0.1%	619,237	1.9%	Utilities
ORI Old Republic International	$66,192,105	$13,457,273 â–¼	-16.9%	1,658,950	1.8%	Finance
EWBC East West Bancorp	$65,386,643	$649,848 â–¼	-1.0%	612,464	1.8%	Finance
WES Western Midstream Partners	$65,253,416	$3,851,165 â–²	6.3%	1,584,975	1.8%	Energy
ENB Enbridge	$63,380,508	$3,844,698 â–²	6.5%	1,170,678	1.7%	Energy
WMB Williams Companies	$63,326,222	$5,853,912 â–¼	-8.5%	870,105	1.7%	Energy
PLAINS ALL AMERN PIPELINE L P	$62,559,760	$1,181,592 â–¼	-1.9%	2,801,601	1.7%	COM
MDT Medtronic	$61,937,686	$787,649 â–¼	-1.3%	714,803	1.7%	Medical
KMI Kinder Morgan	$61,121,997	$1,917,849 â–²	3.2%	1,822,905	1.7%	Energy
LAMR Lamar Advertising	$59,280,220	$19,357,843 â–²	48.5%	468,026	1.6%	Finance
HESM Hess Midstream Partners	$57,990,134	$1,771,851 â–²	3.2%	1,491,899	1.6%	Energy
TRGP Targa Resources	$57,816,342	$15,708,739 â–²	37.3%	230,592	1.6%	Energy
CME CME Group	$57,721,054	$56,645,982 â–²	5,269.0%	195,433	1.6%	Finance
VZ Verizon Communications	$55,094,780	$14,909,896 â–²	37.1%	1,097,506	1.5%	Computer and Technology
GILD Gilead Sciences	$54,805,563	$36,450,818 â–¼	-39.9%	393,238	1.5%	Medical
PSX Phillips 66	$53,601,009	$621,234 â–²	1.2%	294,220	1.5%	Energy
C Citigroup	$53,299,049	$13,293,801 â–¼	-20.0%	469,968	1.5%	Financial Services
SUN Sunoco	$53,030,667	$8,248,852 â–²	18.4%	816,233	1.4%	Energy
SNA Snap-On	$51,243,855	$51,243,855 â–²	New Holding	141,082	1.4%	Consumer Discretionary
BAC Bank of America	$50,547,233	$543,953 â–¼	-1.1%	1,036,866	1.4%	Finance
ELS Equity Lifestyle Properties	$49,933,584	$9,449,767 â–²	23.3%	799,961	1.4%	Finance
CHENIERE ENERGY INC COM NEW	$46,794,998	$1,314,664 â–²	2.9%	164,910	1.3%	COM
HST Host Hotels & Resorts	$46,328,118	$1,987,582 â–²	4.5%	2,417,960	1.3%	Finance
NTR Nutrien	$46,038,603	$17,884 â–¼	0.0%	610,106	1.3%	Basic Materials
EMN Eastman Chemical	$45,820,069	$3,440,275 â–²	8.1%	600,368	1.3%	Basic Materials
GS The Goldman Sachs Group	$45,562,671	$806,232 â–¼	-1.7%	53,857	1.2%	Finance
BK BNY	$45,069,971	$736,929 â–¼	-1.6%	379,921	1.2%	Finance
CSCO Cisco Systems	$44,543,437	$51,225,337 â–¼	-53.5%	574,087	1.2%	Computer and Technology
MTB M&T Bank	$44,035,633	$105,427 â–²	0.2%	213,021	1.2%	Finance
OMC Omnicom Group	$43,828,063	$513,087 â–²	1.2%	581,969	1.2%	Business Services
CMS CMS Energy	$43,685,434	$1,110,324 â–¼	-2.5%	563,102	1.2%	Utilities
RF Regions Financial	$41,518,697	$141,779 â–²	0.3%	1,589,537	1.1%	Finance
USB U.S. Bancorp	$41,416,569	$174,494 â–²	0.4%	796,319	1.1%	Finance
GAP INC/THE	$41,237,320	$21,800,697 â–²	112.2%	1,704,021	1.1%	COM
PAYX Paychex	$39,662,039	$4,742,056 â–²	13.6%	430,548	1.1%	Computer and Technology
CMCSA Comcast	$36,711,348	$10,606,971 â–²	40.6%	1,278,695	1.0%	Consumer Discretionary
GEL Genesis Energy	$35,260,768	$10,074 â–²	0.0%	1,977,609	1.0%	Energy
PAGP Plains GP	$34,514,446	$7,075,117 â–²	25.8%	1,421,518	0.9%	Energy
TXN Texas Instruments	$34,235,750	$271,213 â–¼	-0.8%	176,346	0.9%	Computer and Technology
OGE OGE Energy	$33,817,904	$114,529 â–²	0.3%	705,127	0.9%	Utilities
OKE ONEOK	$32,388,273	$6,788,741 â–²	26.5%	358,317	0.9%	Energy
HRL Hormel Foods	$32,247,247	$16,173,906 â–²	100.6%	1,423,720	0.9%	Consumer Staples
DTM DT Midstream	$32,134,417	$2,703,770 â–²	9.2%	238,616	0.9%	Energy
DVY iShares Select Dividend ETF	$27,887,018	$48,679,412 â–¼	-63.6%	184,182	0.8%	ETF
AM Antero Midstream	$25,966,329	$19,141,308 â–¼	-42.4%	1,138,874	0.7%	Energy
PBA Pembina Pipeline	$25,410,834	$2,039,579 â–²	8.7%	567,713	0.7%	Energy
KO CocaCola	$24,585,119	$401,163 â–¼	-1.6%	323,276	0.7%	Consumer Staples
KEYERA CORP COM	$22,744,408	$1,920,279 â–²	9.2%	589,871	0.6%	COM
STAG Stag Industrial	$21,166,677	$256,206 â–¼	-1.2%	586,985	0.6%	Finance
SOUTH BOW CORP	$17,585,929	$9,015,026 â–¼	-33.9%	527,789	0.5%	COM
SRE Sempra Energy	$16,733,811	$1,225,797 â–²	7.9%	172,212	0.5%	Utilities
NEE NextEra Energy	$14,770,687	$1,621,776 â–²	12.3%	159,030	0.4%	Utilities
CNP CenterPoint Energy	$14,764,025	$1,021,251 â–²	7.4%	342,077	0.4%	Utilities
CEG Constellation Energy	$12,446,404	$838,026 â–²	7.2%	44,571	0.3%	Energy
MPC Marathon Petroleum	$11,500,067	$722,280 â–²	6.7%	47,097	0.3%	Energy
XEL Xcel Energy	$11,251,801	$2,493,383 â–²	28.5%	141,639	0.3%	Utilities
AEE Ameren	$10,958,649	$787,903 â–²	7.7%	99,697	0.3%	Utilities
PPL PPL	$10,796,550	$2,369,853 â–¼	-18.0%	282,632	0.3%	Utilities
AMT American Tower	$10,585,602	$1,940,328 â–²	22.4%	61,337	0.3%	Finance
WM Waste Management	$10,436,817	$777,608 â–²	8.1%	45,419	0.3%	Business Services
NGG National Grid Transco	$10,193,486	$1,937,177 â–²	23.5%	120,490	0.3%	Utilities
GIBSON ENERGY INC COM	$10,177,398	$859,296 â–²	9.2%	478,540	0.3%	COM
TMUS T-Mobile US	$9,809,837	$925,809 â–²	10.4%	46,707	0.3%	Computer and Technology
CSX CSX	$9,803,446	$628,476 â–²	6.8%	238,817	0.3%	Transportation
ATO Atmos Energy	$9,567,499	$1,297,463 â–¼	-11.9%	51,795	0.3%	Utilities
NI NiSource	$9,044,588	$3,163,319 â–¼	-25.9%	193,840	0.2%	Utilities
EQIX Equinix	$8,443,680	$3,815,046 â–²	82.4%	8,614	0.2%	Finance
T AT&T	$8,245,385	$733,214 â–²	9.8%	284,422	0.2%	Computer and Technology
AWK American Water Works	$7,956,837	$2,266,325 â–²	39.8%	58,467	0.2%	Utilities
UNP Union Pacific	$7,303,034	$462,914 â–²	6.8%	30,101	0.2%	Transportation
KINETIK HOLDINGS INC COM NEW C	$7,083,206	$2,901,792 â–²	69.4%	146,317	0.2%	COM
AR Antero Resources	$6,594,073	$253,664 â–²	4.0%	155,374	0.2%	Energy
VLO Valero Energy	$6,552,067	$432,884 â–²	7.1%	26,518	0.2%	Energy
CHENIERE ENERGY PARTNERS LP CO	$6,544,848	$162,868 â–¼	-2.4%	101,266	0.2%	COM
FDX FedEx	$6,417,124	$6,417,124 â–²	New Holding	18,017	0.2%	Transportation
SU Suncor Energy	$6,288,912	$225,435 â–²	3.7%	95,128	0.2%	Energy
OXY Occidental Petroleum	$5,773,365	$984,750 â–²	20.6%	88,821	0.2%	Energy
SUNOCOCORP LLC LLC	$5,462,991	$5,462,991 â–²	New Holding	88,613	0.1%	COM
WCN Waste Connections	$5,292,709	$915,012 â–²	20.9%	32,583	0.1%	Business Services
APA APA	$4,995,230	$4,995,230 â–²	New Holding	117,701	0.1%	Energy
AEP American Electric Power	$4,633,416	$1,175,001 â–²	34.0%	35,348	0.1%	Utilities
ROCKPOINT GAS STORAGE INC CLAS	$4,612,628	$389,644 â–²	9.2%	230,392	0.1%	COM
GULFPORT ENERGY CORP	$4,608,418	$167,775 â–²	3.8%	21,782	0.1%	COM
FERROVIAL SE ORD	$4,535,351	$4,535,351 â–²	New Holding	69,721	0.1%	COM
CHRD Chord Energy	$4,335,353	$446,303 â–²	11.5%	30,492	0.1%	Energy
VST Vistra	$4,194,207	$326,366 â–²	8.4%	27,900	0.1%	Utilities
WTTR Select Water Solutions	$3,999,053	$317,827 â–²	8.6%	261,376	0.1%	Business Services
SO Southern	$3,568,924	$272,379 â–²	8.3%	36,976	0.1%	Utilities
DUK Duke Energy	$2,808,008	$215,265 â–²	8.3%	21,445	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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

About Miller Howard Investments Inc /Ny

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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

About Miller Howard Investments Inc /Ny

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMiller Howard Investments Inc /Ny

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools