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 $3.77 billion in total holdings as of June 30, 2026.
Miller Howard Investments Inc /Ny owns shares of 152 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
Approximately 6.17% of the portfolio was purchased this quarter.
About 5.36% of the portfolio was sold this quarter.
This quarter, Miller Howard Investments Inc /Ny has purchased 138 new stocks and bought additional shares in 78 stocks.
Miller Howard Investments Inc /Ny sold shares of 57 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Mplx: $131,012,807
Enterprise Products Partners: $118,069,104
Johnson & Johnson: $102,482,953
Energy Transfer: $101,622,498
AbbVie: $99,814,783

Largest New Holdings this Quarter

580135101 - McDonald's: $52,939,681 Holding
11120U105 - Brixmor Property Group: $22,299,423 Holding
40412C101 - HCA Healthcare: $3,564,086 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $1,155,831 Holding
13057Q305 - California Resources: $1,071,939 Holding

Largest Purchases this Quarter

McDonald's: 195,848 shares (about $52.94M)
Brixmor Property Group: 707,245 shares (about $22.30M)
CocaCola: 269,857 shares (about $21.93M)
M&T Bank: 52,748 shares (about $12.55M)
Medtronic: 136,691 shares (about $10.69M)

Largest Sales this Quarter

BANK NEW YORK MELLON CORP COM: 354,378 shares (about $51.25M)
Comcast: 1,267,616 shares (about $31.12M)
GSK: 447,283 shares (about $23.45M)
Old Republic International: 548,016 shares (about $22.42M)
State Street: 92,314 shares (about $15.66M)

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	$131,012,807	$4,850,857 â–²	3.8%	2,325,809	3.5%	Energy
EPD Enterprise Products Partners	$118,069,104	$1,899,940 â–²	1.6%	3,211,891	3.1%	Energy
JNJ Johnson & Johnson	$102,482,953	$196,065 â–¼	-0.2%	403,524	2.7%	Healthcare
ET Energy Transfer	$101,622,498	$1,876,380 â–²	1.9%	5,314,984	2.7%	Energy
ABBV AbbVie	$99,814,783	$337,449 â–¼	-0.3%	396,657	2.6%	Healthcare
STT State Street	$85,359,019	$15,656,458 â–¼	-15.5%	503,296	2.3%	Finance
TRP TC Energy	$84,206,489	$1,607,135 â–¼	-1.9%	1,270,274	2.2%	Energy
EWBC East West Bancorp	$79,063,799	$775 â–²	0.0%	612,470	2.1%	Finance
EXC Exelon	$75,544,427	$3,013,469 â–¼	-3.8%	1,620,430	2.0%	Utilities
LAMR Lamar Advertising	$73,226,803	$224,143 â–²	0.3%	469,463	1.9%	Real Estate
WES Western Midstream Partners	$72,157,703	$2,799,196 â–²	4.0%	1,648,942	1.9%	Energy
ETR Entergy	$72,101,979	$976,425 â–²	1.4%	627,738	1.9%	Utilities
WMB Williams Companies	$67,347,117	$2,663,527 â–²	4.1%	905,934	1.8%	Energy
CSCO Cisco Systems	$66,747,622	$684,675 â–¼	-1.0%	568,258	1.8%	Technology
MDT Medtronic	$66,612,400	$10,693,341 â–²	19.1%	851,494	1.8%	Healthcare
PLAINS ALL AMERN PIPELINE L P	$66,611,359	$4,247,720 â–²	6.8%	2,992,424	1.8%	COM
C Citigroup	$65,959,565	$182,788 â–²	0.3%	471,274	1.8%	Finance
SUN Sunoco	$65,752,357	$10,656,630 â–²	19.3%	974,109	1.7%	Energy
TRGP Targa Resources	$64,867,493	$3,036,679 â–²	4.9%	241,917	1.7%	Energy
MTB M&T Bank	$63,255,715	$12,554,558 â–²	24.8%	265,769	1.7%	Finance
ENB Enbridge	$63,240,293	$222,153 â–¼	-0.4%	1,166,580	1.7%	Energy
COP ConocoPhillips	$63,183,340	$221,851 â–¼	-0.3%	607,766	1.7%	Energy
GSK GSK	$61,963,990	$23,446,569 â–¼	-27.5%	1,182,068	1.6%	Healthcare
BAC Bank of America	$59,171,765	$91,168 â–²	0.2%	1,038,466	1.6%	Finance
USB U.S. Bancorp	$58,760,324	$10,662,654 â–²	22.2%	972,853	1.6%	Finance
HESM Hess Midstream Partners	$58,585,707	$2,490,322 â–²	4.4%	1,558,131	1.6%	Energy
HST Host Hotels & Resorts	$57,345,787	$15,957 â–²	0.0%	2,418,633	1.5%	Real Estate
SNA Snap-On	$56,689,605	$81,687 â–¼	-0.1%	140,879	1.5%	Industrials
VZ Verizon Communications	$56,686,467	$10,218,078 â–²	22.0%	1,338,840	1.5%	Communication Services
CNQ Canadian Natural Resources	$56,635,189	$249,759 â–¼	-0.4%	1,433,802	1.5%	Energy
KMI Kinder Morgan	$56,470,567	$1,807,712 â–¼	-3.1%	1,766,361	1.5%	Energy
GS The Goldman Sachs Group	$54,125,389	$343,865 â–¼	-0.6%	53,517	1.4%	Finance
MCD McDonald's	$52,939,681	$52,939,681 â–²	New Holding	195,848	1.4%	Consumer Discretionary
TXN Texas Instruments	$52,675,449	$112,074 â–²	0.2%	176,722	1.4%	Technology
ELS Equity Lifestyle Properties	$51,078,425	$479,057 â–¼	-0.9%	792,528	1.4%	Real Estate
PSX Phillips 66	$49,554,472	$183,419 â–¼	-0.4%	293,135	1.3%	Energy
GILD Gilead Sciences	$49,540,652	$140,995 â–¼	-0.3%	392,122	1.3%	Healthcare
PAYX Paychex	$49,521,270	$7,185,468 â–²	17.0%	503,623	1.3%	Industrials
RF Regions Financial	$48,350,514	$346,485 â–²	0.7%	1,601,010	1.3%	Finance
KO CocaCola	$48,203,913	$21,931,276 â–²	83.5%	593,133	1.3%	Consumer Staples
ORI Old Republic International	$45,459,423	$22,424,817 â–¼	-33.0%	1,110,934	1.2%	Finance
HRL Hormel Foods	$43,712,133	$8,375,408 â–²	23.7%	1,761,166	1.2%	Consumer Staples
CMS CMS Energy	$43,693,685	$616,361 â–²	1.4%	571,159	1.2%	Utilities
OMC Omnicom Group	$42,259,477	$125,340 â–¼	-0.3%	580,248	1.1%	Communication Services
EMN Eastman Chemical	$40,395,660	$182,989 â–²	0.5%	603,100	1.1%	Materials
CHENIERE ENERGY INC COM NEW	$39,687,606	$272,471 â–²	0.7%	166,050	1.1%	COM
NTR Nutrien	$38,282,436	$123,760 â–¼	-0.3%	608,140	1.0%	Materials
CME CME Group	$35,194,390	$7,963,141 â–¼	-18.5%	159,373	0.9%	Finance
OGE OGE Energy	$34,348,926	$37,468 â–²	0.1%	705,897	0.9%	Utilities
PAGP Plains GP	$33,861,159	$639,078 â–¼	-1.9%	1,395,186	0.9%	Energy
OKE ONEOK	$32,002,996	$850,883 â–²	2.7%	368,104	0.8%	Energy
DTM DT Midstream	$30,833,596	$4,180,916 â–¼	-11.9%	210,124	0.8%	Energy
GAP INC/THE	$30,337,073	$1,494,045 â–¼	-4.7%	1,624,040	0.8%	COM
AM Antero Midstream	$25,123,666	$785,717 â–¼	-3.0%	1,104,337	0.7%	Energy
DVY iShares Select Dividend ETF	$23,480,755	$5,306,845 â–¼	-18.4%	150,229	0.6%	ETF
STAG Stag Industrial	$22,336,736	$3,920 â–¼	0.0%	586,882	0.6%	Real Estate
KEYERA CORP COM	$22,335,091	$1,351,218 â–¼	-5.7%	556,221	0.6%	COM
BRX Brixmor Property Group	$22,299,423	$22,299,423 â–²	New Holding	707,245	0.6%	Real Estate
PBA Pembina Pipeline	$21,517,026	$4,739,700 â–¼	-18.1%	465,233	0.6%	Energy
GEL Genesis Energy	$20,169,421	$7,853,297 â–¼	-28.0%	1,423,389	0.5%	Energy
SOUTH BOW CORP	$17,512,025	$1,087,260 â–¼	-5.8%	496,936	0.5%	COM
SRE Sempra Energy	$16,830,544	$864,797 â–²	5.4%	181,540	0.4%	Utilities
SUNOCOCORP LLC LLC	$16,452,172	$10,455,741 â–²	174.4%	243,124	0.4%	COM
CNP CenterPoint Energy	$15,927,023	$861,951 â–²	5.7%	361,649	0.4%	Utilities
NEE NextEra Energy	$14,670,923	$712,868 â–²	5.1%	167,152	0.4%	Utilities
XEL Xcel Energy	$12,642,731	$1,269,139 â–²	11.2%	157,444	0.3%	Utilities
CSX CSX	$12,054,513	$703,539 â–²	6.2%	253,619	0.3%	Industrials
AEE Ameren	$11,880,784	$610,984 â–²	5.4%	105,102	0.3%	Utilities
CEG Constellation Energy	$11,561,229	$491,032 â–²	4.4%	46,548	0.3%	Utilities
PPL PPL	$10,955,392	$681,709 â–²	6.6%	301,386	0.3%	Utilities
AMT American Tower	$10,848,219	$815,391 â–²	8.1%	66,322	0.3%	Real Estate
WM Waste Management	$10,705,103	$582,160 â–²	5.8%	48,031	0.3%	Industrials
MPC Marathon Petroleum	$10,682,340	$1,358,878 â–¼	-11.3%	41,782	0.3%	Energy
NGG National Grid Transco	$10,591,066	$606,030 â–²	6.1%	127,803	0.3%	Utilities
EQIX Equinix	$9,852,702	$873,526 â–²	9.7%	9,452	0.3%	Real Estate
NI NiSource	$9,691,474	$474,360 â–²	5.1%	203,816	0.3%	Utilities
ATO Atmos Energy	$9,522,531	$599,842 â–²	6.7%	55,277	0.3%	Utilities
GIBSON ENERGY INC COM	$9,137,709	$552,831 â–¼	-5.7%	451,240	0.2%	COM
UNP Union Pacific	$8,719,420	$532,027 â–²	6.5%	32,057	0.2%	Industrials
AWK American Water Works	$8,213,156	$520,008 â–²	6.8%	62,419	0.2%	Utilities
TMUS T-Mobile US	$7,908,246	$74,136 â–²	0.9%	47,149	0.2%	Communication Services
FDX FedEx	$7,672,180	$2,030,613 â–²	36.0%	24,502	0.2%	Industrials
VLO Valero Energy	$6,745,136	$161,212 â–¼	-2.3%	25,899	0.2%	Energy
KINETIK HOLDINGS INC COM NEW C	$6,706,450	$366,514 â–¼	-5.2%	138,735	0.2%	COM
CHENIERE ENERGY PARTNERS LP CO	$6,539,983	$367,833 â–²	6.0%	107,301	0.2%	COM
T AT&T	$5,928,190	$40,655 â–²	0.7%	286,386	0.2%	Communication Services
AR Antero Resources	$5,340,261	$119,581 â–¼	-2.2%	151,971	0.1%	Energy
FERROVIAL SE ORD	$5,190,758	$407,200 â–²	8.5%	75,656	0.1%	COM
WCN Waste Connections	$5,153,591	$277,707 â–¼	-5.1%	30,917	0.1%	Industrials
AEP American Electric Power	$5,013,813	$177,853 â–²	3.7%	36,648	0.1%	Utilities
SU Suncor Energy	$4,992,133	$114,338 â–¼	-2.2%	92,998	0.1%	Energy
VST Vistra	$4,584,090	$158,313 â–²	3.6%	28,898	0.1%	Utilities
ROCKPOINT GAS STORAGE INC CLAS	$4,497,197	$272,222 â–¼	-5.7%	217,242	0.1%	COM
OXY Occidental Petroleum	$4,215,147	$98,889 â–¼	-2.3%	86,785	0.1%	Energy
APA APA	$3,751,445	$82,076 â–¼	-2.1%	115,181	0.1%	Energy
BANK NEW YORK MELLON CORP COM	$3,693,707	$51,245,684 â–¼	-93.3%	25,543	0.1%	COM
SO Southern	$3,669,713	$130,740 â–²	3.7%	38,342	0.1%	Utilities
GULFPORT ENERGY CORP	$3,608,161	$88,244 â–¼	-2.4%	21,262	0.1%	COM
HCA HCA Healthcare	$3,564,086	$3,564,086 â–²	New Holding	9,141	0.1%	Healthcare
CHRD Chord Energy	$3,409,912	$75,324 â–¼	-2.2%	29,833	0.1%	Energy

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

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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