Miller/Howard Investments
Latest statistics and disclosures from Miller Howard Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MPLX, EPD, ET, JNJ, GSK, and represent 14.67% of Miller Howard Investments's stock portfolio.
- Added to shares of these 10 stocks: CME (+$57M), SNA (+$51M), GAP (+$22M), LAMR (+$19M), HRL (+$16M), TRGP (+$16M), VZ (+$15M), EXC (+$12M), CMCSA (+$11M), TRP (+$9.9M).
- Started 12 new stock positions in NRGV, SUNC, BE, BLDP, APA, TE, FER, FDX, PLUG, ARRY. SHLS, SNA.
- Reduced shares in these 10 stocks: CSCO (-$51M), DVY (-$49M), VICI (-$44M), GILD (-$37M), JNJ (-$26M), AM (-$19M), HRB (-$16M), ORI (-$14M), C (-$13M), SOBO (-$9.0M).
- Sold out of its positions in AES, AMLP, ENFR, HRB, CPT, CCI, IGF, HDV, RDN, SPY. XLE, TSM, VXUS, VICI.
- Miller Howard Investments was a net buyer of stock by $23M.
- Miller Howard Investments has $3.7B in assets under management (AUM), dropping by 10.41%.
- Central Index Key (CIK): 0000903947
Tip: Access up to 7 years of quarterly data
Positions held by Miller/Howard Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Miller Howard Investments
Miller Howard Investments holds 138 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mplx (MPLX) | 3.5 | $128M | -3% | 2.2M | 57.07 |
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| Enterprise Products Partners (EPD) | 3.3 | $120M | 3.2M | 37.84 |
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| Energy Transfer Equity (ET) | 2.8 | $101M | 5.2M | 19.30 |
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| Johnson & Johnson (JNJ) | 2.7 | $99M | -21% | 404k | 244.44 |
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| GSK Adr (GSK) | 2.5 | $90M | 1.6M | 55.19 |
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| Abbvie (ABBV) | 2.4 | $87M | 398k | 217.49 |
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| Exelon Corporation (EXC) | 2.3 | $83M | +16% | 1.7M | 49.02 |
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| Tc Energy Corp (TRP) | 2.2 | $81M | +13% | 1.3M | 62.60 |
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| ConocoPhillips (COP) | 2.2 | $81M | +7% | 610k | 132.00 |
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| State Street Corporation (STT) | 2.1 | $75M | 596k | 126.56 |
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| Canadian Natural Resources (CNQ) | 1.9 | $70M | +4% | 1.4M | 48.73 |
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| Entergy Corporation (ETR) | 1.9 | $70M | 619k | 112.36 |
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| Old Republic International Corporation (ORI) | 1.8 | $66M | -16% | 1.7M | 39.90 |
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| East West Ban (EWBC) | 1.8 | $65M | 613k | 106.76 |
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| Western Midstream Partners (WES) | 1.8 | $65M | +6% | 1.6M | 41.17 |
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| Enbridge (ENB) | 1.7 | $63M | +6% | 1.2M | 54.14 |
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| Williams Companies (WMB) | 1.7 | $63M | -8% | 870k | 72.78 |
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| Plains All American Pipeline (PAA) | 1.7 | $63M | 2.8M | 22.33 |
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| Medtronic (MDT) | 1.7 | $62M | 715k | 86.65 |
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| Kinder Morgan (KMI) | 1.7 | $61M | +3% | 1.8M | 33.53 |
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| Lamar Advertising Co-a (LAMR) | 1.6 | $59M | +48% | 468k | 126.66 |
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| Hess Midstream Lp cl a (HESM) | 1.6 | $58M | +3% | 1.5M | 38.87 |
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| Targa Res Corp (TRGP) | 1.6 | $58M | +37% | 231k | 250.73 |
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| Cme (CME) | 1.6 | $58M | +5269% | 195k | 295.35 |
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| Verizon Communications (VZ) | 1.5 | $55M | +37% | 1.1M | 50.20 |
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| Gilead Sciences (GILD) | 1.5 | $55M | -39% | 393k | 139.37 |
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| Phillips 66 (PSX) | 1.5 | $54M | 294k | 182.18 |
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| Citigroup (C) | 1.5 | $53M | -19% | 470k | 113.41 |
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| Suno (SUN) | 1.4 | $53M | +18% | 816k | 64.97 |
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| Snap-on Incorporated (SNA) | 1.4 | $51M | NEW | 141k | 363.22 |
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| Bank of America Corporation (BAC) | 1.4 | $51M | 1.0M | 48.75 |
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| Equity Lifestyle Properties (ELS) | 1.4 | $50M | +23% | 800k | 62.42 |
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| Cheniere Energy (LNG) | 1.3 | $47M | +2% | 165k | 283.76 |
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| Host Hotels & Resorts (HST) | 1.3 | $46M | +4% | 2.4M | 19.16 |
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| Nutrien (NTR) | 1.3 | $46M | 610k | 75.46 |
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| Eastman Chemical Company (EMN) | 1.3 | $46M | +8% | 600k | 76.32 |
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| Goldman Sachs (GS) | 1.2 | $46M | 54k | 845.99 |
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| Bank of New York Mellon Corporation (BK) | 1.2 | $45M | 380k | 118.63 |
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| Cisco Systems (CSCO) | 1.2 | $45M | -53% | 574k | 77.59 |
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| M&T Bank Corporation (MTB) | 1.2 | $44M | 213k | 206.72 |
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| Omni (OMC) | 1.2 | $44M | 582k | 75.31 |
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| CMS Energy Corporation (CMS) | 1.2 | $44M | -2% | 563k | 77.58 |
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| Regions Financial Corporation (RF) | 1.1 | $42M | 1.6M | 26.12 |
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| U.S. Bancorp (USB) | 1.1 | $41M | 796k | 52.01 |
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| Gap (GAP) | 1.1 | $41M | +112% | 1.7M | 24.20 |
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| Paychex (PAYX) | 1.1 | $40M | +13% | 431k | 92.12 |
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| Comcast Corporation (CMCSA) | 1.0 | $37M | +40% | 1.3M | 28.71 |
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| Genesis Energy (GEL) | 1.0 | $35M | 2.0M | 17.83 |
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| Plains Gp Holdings Lp-cl A (PAGP) | 0.9 | $35M | +25% | 1.4M | 24.28 |
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| Texas Instruments Incorporated (TXN) | 0.9 | $34M | 176k | 194.14 |
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| Oge Energy Corp (OGE) | 0.9 | $34M | 705k | 47.96 |
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| Oneok (OKE) | 0.9 | $32M | +26% | 358k | 90.39 |
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| Hormel Foods Corporation (HRL) | 0.9 | $32M | +100% | 1.4M | 22.65 |
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| Dt Midstream (DTM) | 0.9 | $32M | +9% | 239k | 134.67 |
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| iShares Dow Jones Select Dividend (DVY) | 0.8 | $28M | -63% | 184k | 151.41 |
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| Antero Midstream Corp antero midstream (AM) | 0.7 | $26M | -42% | 1.1M | 22.80 |
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| Pembina Pipeline Corp (PBA) | 0.7 | $25M | +8% | 568k | 44.76 |
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| Coca-Cola Company (KO) | 0.7 | $25M | 323k | 76.05 |
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| Keyera | 0.6 | $23M | +9% | 590k | 38.56 |
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| Stag Industrial (STAG) | 0.6 | $21M | 587k | 36.06 |
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| South Bow Corp (SOBO) | 0.5 | $18M | -33% | 528k | 33.32 |
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| Sempra Energy (SRE) | 0.5 | $17M | +7% | 172k | 97.17 |
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| Nextera Energy (NEE) | 0.4 | $15M | +12% | 159k | 92.88 |
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| CenterPoint Energy (CNP) | 0.4 | $15M | +7% | 342k | 43.16 |
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| Constellation Energy (CEG) | 0.3 | $12M | +7% | 45k | 279.25 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $12M | +6% | 47k | 244.18 |
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| Xcel Energy (XEL) | 0.3 | $11M | +28% | 142k | 79.44 |
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| Ameren Corporation (AEE) | 0.3 | $11M | +7% | 100k | 109.92 |
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| PPL Corporation (PPL) | 0.3 | $11M | -17% | 283k | 38.20 |
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| American Tower Reit (AMT) | 0.3 | $11M | +22% | 61k | 172.58 |
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| Waste Management (WM) | 0.3 | $10M | +8% | 45k | 229.79 |
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| National Grid Plc Sponsored Ad Adr (NGG) | 0.3 | $10M | +23% | 121k | 84.60 |
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| Gibson Energy | 0.3 | $10M | +9% | 479k | 21.27 |
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| Metropcs Communications (TMUS) | 0.3 | $9.8M | +10% | 47k | 210.03 |
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| CSX Corporation (CSX) | 0.3 | $9.8M | +6% | 239k | 41.05 |
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| Atmos Energy Corporation (ATO) | 0.3 | $9.6M | -11% | 52k | 184.72 |
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| NiSource (NI) | 0.2 | $9.0M | -25% | 194k | 46.66 |
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| Equinix (EQIX) | 0.2 | $8.4M | +82% | 8.6k | 980.23 |
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| At&t (T) | 0.2 | $8.2M | +9% | 284k | 28.99 |
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| American Water Works (AWK) | 0.2 | $8.0M | +39% | 59k | 136.09 |
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| Union Pacific Corporation (UNP) | 0.2 | $7.3M | +6% | 30k | 242.62 |
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| Altus Midstream (KNTK) | 0.2 | $7.1M | +69% | 146k | 48.41 |
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| Antero Res (AR) | 0.2 | $6.6M | +4% | 155k | 42.44 |
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| Valero Energy Corporation (VLO) | 0.2 | $6.6M | +7% | 27k | 247.08 |
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| Cheniere Energy Partners (CQP) | 0.2 | $6.5M | -2% | 101k | 64.63 |
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| FedEx Corporation (FDX) | 0.2 | $6.4M | NEW | 18k | 356.17 |
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| Suncor Energy (SU) | 0.2 | $6.3M | +3% | 95k | 66.11 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $5.8M | +20% | 89k | 65.00 |
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| Sunococorp Unt (SUNC) | 0.1 | $5.5M | NEW | 89k | 61.65 |
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| Waste Connections (WCN) | 0.1 | $5.3M | +20% | 33k | 162.44 |
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| Apa Corporation (APA) | 0.1 | $5.0M | NEW | 118k | 42.44 |
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| American Electric Power Company (AEP) | 0.1 | $4.6M | +33% | 35k | 131.08 |
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| Rockpoint Gas Storage Inc Clas (RPGSF) | 0.1 | $4.6M | +9% | 230k | 20.02 |
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| Gulfport Energy Corp (GPOR) | 0.1 | $4.6M | +3% | 22k | 211.57 |
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| Ferrovial Se (FER) | 0.1 | $4.5M | NEW | 70k | 65.05 |
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| Oasis Petroleum (CHRD) | 0.1 | $4.3M | +11% | 31k | 142.18 |
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| Vistra Energy (VST) | 0.1 | $4.2M | +8% | 28k | 150.33 |
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| Select Energy Svcs Inc cl a (WTTR) | 0.1 | $4.0M | +8% | 261k | 15.30 |
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| Southern Company (SO) | 0.1 | $3.6M | +8% | 37k | 96.52 |
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| Duke Energy (DUK) | 0.1 | $2.8M | +8% | 21k | 130.94 |
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| United Parcel Service (UPS) | 0.1 | $2.6M | +8% | 27k | 98.38 |
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| DTE Energy Company (DTE) | 0.1 | $2.4M | +8% | 17k | 146.22 |
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| Baker Hughes A Ge Company (BKR) | 0.1 | $2.4M | +3% | 39k | 61.05 |
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| Public Service Enterprise (PEG) | 0.1 | $2.4M | +7% | 30k | 80.95 |
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| Encana Corporation (OVV) | 0.1 | $2.3M | +107% | 39k | 59.36 |
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| Chevron Corporation (CVX) | 0.1 | $2.3M | +3% | 11k | 206.90 |
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| Dominion Resources (D) | 0.1 | $2.3M | -9% | 37k | 61.82 |
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| Wec Energy Group (WEC) | 0.1 | $2.2M | +8% | 19k | 115.77 |
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| Alliant Energy Corporation (LNT) | 0.1 | $2.2M | +8% | 30k | 71.76 |
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| Liberty Oilfield Services -a (LBRT) | 0.1 | $2.1M | -23% | 74k | 28.80 |
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| Evergy (EVRG) | 0.1 | $1.9M | +8% | 23k | 81.92 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.9M | -52% | 11k | 169.66 |
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| Halliburton Company (HAL) | 0.0 | $1.7M | +8% | 42k | 38.99 |
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| PG&E Corporation (PCG) | 0.0 | $1.6M | +11% | 91k | 17.57 |
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| MDU Resources (MDU) | 0.0 | $1.5M | +7% | 72k | 20.72 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.4M | +7% | 41k | 35.14 |
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| Fortis (FTS) | 0.0 | $1.4M | +7% | 25k | 55.79 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $1.3M | -40% | 4.3k | 294.14 |
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| One Gas (OGS) | 0.0 | $1.2M | +8% | 14k | 86.13 |
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| Range Resources (RRC) | 0.0 | $1.2M | +3% | 27k | 45.18 |
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| NRG Energy (NRG) | 0.0 | $1.2M | +8% | 8.4k | 146.14 |
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| Black Hills Corporation (BKH) | 0.0 | $1.1M | +7% | 17k | 69.41 |
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| Broadcom (AVGO) | 0.0 | $994k | -12% | 3.2k | 309.53 |
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| Eversource Energy (ES) | 0.0 | $989k | +8% | 14k | 69.28 |
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| Cardinal Health (CAH) | 0.0 | $830k | 3.9k | 211.34 |
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| Utilities SPDR (XLU) | 0.0 | $826k | -86% | 18k | 45.89 |
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| Jefferies Finl Group (JEF) | 0.0 | $489k | -58% | 12k | 41.27 |
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| Total Sa New Ord F (TTE) | 0.0 | $475k | -43% | 5.2k | 90.98 |
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| Rbc Cad (RY) | 0.0 | $442k | -29% | 2.7k | 161.79 |
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| Bloom Energy Corp (BE) | 0.0 | $284k | NEW | 2.1k | 135.49 |
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| iShares Russell 1000 Value Index (IWD) | 0.0 | $245k | -81% | 1.1k | 213.67 |
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| NetApp (NTAP) | 0.0 | $219k | 2.1k | 102.39 |
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| Array Technologies (ARRY) | 0.0 | $77k | NEW | 11k | 7.23 |
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| Freyr Battery (TE) | 0.0 | $72k | NEW | 17k | 4.39 |
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| Ballard Pwr Sys (BLDP) | 0.0 | $70k | NEW | 29k | 2.42 |
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| Shoals Technologies Group Cl A Ord (SHLS) | 0.0 | $70k | NEW | 11k | 6.58 |
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| Plug Power (PLUG) | 0.0 | $60k | NEW | 27k | 2.26 |
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| Energy Vault Holdings (NRGV) | 0.0 | $51k | NEW | 15k | 3.30 |
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Past Filings by Miller Howard Investments
SEC 13F filings are viewable for Miller Howard Investments going back to 2011
- Miller Howard Investments 2026 Q1 filed April 20, 2026
- Miller Howard Investments 2025 Q4 filed Jan. 27, 2026
- Miller Howard Investments 2025 Q3 filed Oct. 24, 2025
- Miller Howard Investments 2025 Q2 filed July 11, 2025
- Miller Howard Investments 2025 Q1 filed April 28, 2025
- Miller Howard Investments 2024 Q4 filed Jan. 28, 2025
- Miller Howard Investments 2024 Q3 filed Nov. 5, 2024
- Miller Howard Investments 2024 Q2 filed July 26, 2024
- Miller Howard Investments 2024 Q1 filed April 12, 2024
- Miller Howard Investments 2023 Q4 filed Jan. 26, 2024
- Miller Howard Investments 2023 Q3 filed Oct. 18, 2023
- Miller Howard Investments 2023 Q2 filed July 21, 2023
- Miller Howard Investments 2023 Q1 filed May 3, 2023
- Miller Howard Investments 2022 Q4 filed Feb. 2, 2023
- Miller Howard Investments 2022 Q3 filed Oct. 27, 2022
- Miller Howard Investments 2022 Q2 filed July 26, 2022