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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 $3.15 billion in total holdings as of June 30, 2025.
  • Miller Howard Investments Inc /Ny owns shares of 136 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
  • Approximately 5.56% of the portfolio was purchased this quarter.
  • About 4.79% of the portfolio was sold this quarter.
  • This quarter, Miller Howard Investments Inc /Ny has purchased 139 new stocks and bought additional shares in 86 stocks.
  • Miller Howard Investments Inc /Ny sold shares of 46 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

MPLX
$115,389,415
Energy Transfer
$94,541,389
Cisco Systems
$86,660,212
Paychex
$79,195,201

Largest New Holdings this Quarter

277432100 - Eastman Chemical
$26,212,438 Holding
G6564A105 - Nomad Foods
$448,468 Holding
64110D104 - NetApp
$228,230 Holding
874039100 - Taiwan Semiconductor Manufacturing
$220,375 Holding

Largest Purchases this Quarter

TC Energy
558,498 shares (about $27.25M)
Eastman Chemical
351,091 shares (about $26.21M)
State Street
130,175 shares (about $13.84M)
Williams Companies
195,965 shares (about $12.31M)
Kinder Morgan
411,950 shares (about $12.11M)

Largest Sales this Quarter

iShares Select Dividend ETF
291,779 shares (about $38.75M)
Targa Resources
77,696 shares (about $13.53M)
ONEOK
111,547 shares (about $9.11M)
Plains GP
258,737 shares (about $5.03M)
MPLX
79,549 shares (about $4.10M)

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
$115,389,415$4,097,569 -3.4%2,240,1363.7%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$104,139,621$755,807 0.7%3,358,2593.3%Energy
Energy Transfer LP stock logo
ET
Energy Transfer
$94,541,389$3,282,056 3.6%5,214,6383.0%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$86,660,212$173,519 0.2%1,249,0662.7%Computer and Technology
Paychex, Inc. stock logo
PAYX
Paychex
$79,195,201$150,406 0.2%544,4472.5%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$79,124,970$1,069 0.0%518,0032.5%Medical
Old Republic International Corporation stock logo
ORI
Old Republic International
$77,686,803$106,786 0.1%2,020,9892.5%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$75,310,203$111,929 0.1%405,7222.4%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$73,584,133$128,609 -0.2%663,6972.3%Medical
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$71,691,093$116,712 -0.2%786,8632.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$66,650,982$128,430 0.2%229,9022.1%Finance
VICI Properties Inc. stock logo
VICI
VICI Properties
$65,873,211$163,359 0.2%2,020,6512.1%Finance
State Street Corporation stock logo
STT
State Street
$64,326,747$13,842,805 27.4%604,9162.0%Finance
Medtronic PLC stock logo
MDT
Medtronic
$63,893,065$80,807 0.1%732,9712.0%Medical
GSK PLC Sponsored ADR stock logo
GSK
GSK
$63,736,846$500,083 0.8%1,659,8142.0%Medical
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$63,015,926$32,011 0.1%624,0442.0%Finance
Exelon Corporation stock logo
EXC
Exelon
$62,661,720$236,639 0.4%1,443,1532.0%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$60,114,890$380,127 0.6%1,389,2971.9%Computer and Technology
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$56,861,099$1,628,960 2.9%1,469,2791.8%Energy
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$56,847,960$12,308,564 27.6%905,0781.8%Energy
TC Energy Corporation stock logo
TRP
TC Energy
$56,296,279$27,249,111 93.8%1,153,8491.8%Energy
Enbridge Inc stock logo
ENB
Enbridge
$55,556,197$5,558,860 11.1%1,225,8651.8%Energy
Plains All American Pipeline, L.P. stock logo
PAA
Plains All American Pipeline
$52,475,499$54,099 0.1%2,864,3831.7%Energy
Comcast Corporation stock logo
CMCSA
Comcast
$50,673,923$733,216 1.5%1,419,8351.6%Consumer Discretionary
Entergy Corporation stock logo
ETR
Entergy
$50,557,239$549,589 1.1%608,2441.6%Utilities
Citigroup Inc. stock logo
C
Citigroup
$50,473,125$10,848,295 27.4%592,9641.6%Financial Services
Bank of America Corporation stock logo
BAC
Bank of America
$50,155,375$68,472 0.1%1,059,9191.6%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$50,058,843$12,111,328 31.9%1,702,6821.6%Energy
Hess Midstream Partners LP stock logo
HESM
Hess Midstream Partners
$49,003,744$1,032,068 -2.1%1,272,4941.6%Energy
TotalEnergies SE Sponsored ADR stock logo
TTE
TotalEnergies
$48,892,034$77,965 -0.2%796,4171.6%Energy
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$45,572,084$375,795 0.8%1,451,3401.4%Energy
CHENIERE ENERGY INC COM NEW
$44,474,455$5,033,548 12.8%182,6321.4%COM
Interpublic Group of Companies, Inc. (The) stock logo
IPG
Interpublic Group of Companies
$41,965,864$1,032,370 2.5%1,714,2921.3%Business Services
CMS Energy Corporation stock logo
CMS
CMS Energy
$39,582,423$287,789 0.7%571,3401.3%Utilities
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$38,794,635$75,022 0.2%54,8141.2%Finance
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$38,756,375$160,438 0.4%319,3501.2%Finance
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$37,853,526$7,956,727 26.6%2,464,4221.2%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$37,826,529$58,549 0.2%182,1911.2%Computer and Technology
Sunoco LP stock logo
SUN
Sunoco
$37,035,844$206,429 0.6%691,0961.2%Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$36,750,488$7,528,609 25.8%812,1651.2%Finance
Antero Midstream Corporation stock logo
AM
Antero Midstream
$36,488,195$3,681,645 11.2%1,925,4981.2%Energy
Nutrien Ltd. stock logo
NTR
Nutrien
$36,143,049$55,561 0.2%620,5881.1%Basic Materials
Phillips 66 stock logo
PSX
Phillips 66
$33,823,674$244,326 -0.7%283,5181.1%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$32,530,386$121,336 -0.4%459,7931.0%Consumer Staples
OGE Energy Corporation stock logo
OGE
OGE Energy
$31,404,150$73,005 0.2%707,6191.0%Utilities
H&R Block, Inc. stock logo
HRB
H&R Block
$30,805,272$387,414 1.3%561,2181.0%Consumer Discretionary
Jefferies Financial Group Inc. stock logo
JEF
Jefferies Financial Group
$28,495,693$37,736 0.1%521,0400.9%Finance
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$27,948,929$13,525,338 -32.6%160,5520.9%Energy
Eastman Chemical Company stock logo
EMN
Eastman Chemical
$26,212,438$26,212,438 New Holding351,0910.8%Basic Materials
Genesis Energy, L.P. stock logo
GEL
Genesis Energy
$25,648,398$4,414,083 20.8%1,488,5900.8%Energy
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$22,812,388$5,027,259 -18.1%1,174,0810.7%Energy
Stag Industrial, Inc. stock logo
STAG
Stag Industrial
$21,867,532$19,446 -0.1%602,7430.7%Finance
ONEOK, Inc. stock logo
OKE
ONEOK
$20,499,594$9,105,588 -30.8%251,1280.7%Energy
SOUTH BOW CORP
$19,344,379$1,838,548 -8.7%746,5990.6%COM
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$19,088,501$2,623,337 15.9%508,8910.6%Energy
Conagra Brands stock logo
CAG
Conagra Brands
$19,037,662$3,480,843 -15.5%930,0270.6%Consumer Staples
DT Midstream, Inc. stock logo
DTM
DT Midstream
$18,517,857$1,185,929 -6.0%168,4820.6%Energy
KEYERA CORP COM
$17,948,037$3,854,856 27.4%549,8450.6%COM
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$12,321,185$545,794 4.6%38,1740.4%Energy
American Tower Corporation stock logo
AMT
American Tower
$11,910,023$396,065 3.4%53,8870.4%Finance
CenterPoint Energy, Inc. stock logo
CNP
CenterPoint Energy
$11,064,386$296,455 2.8%301,1540.4%Utilities
PPL Corporation stock logo
PPL
PPL
$10,823,695$299,079 2.8%319,3770.3%Utilities
NiSource, Inc stock logo
NI
NiSource
$10,319,781$362,092 3.6%255,8200.3%Utilities
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$9,587,839$108,170 1.1%40,2410.3%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$8,909,556$212,802 2.4%38,9370.3%Business Services
Sempra Energy stock logo
SRE
Sempra Energy
$8,816,990$537,665 6.5%116,3650.3%Utilities
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$8,652,109$311,072 3.7%124,6340.3%Utilities
Atmos Energy Corporation stock logo
ATO
Atmos Energy
$8,245,731$277,401 3.5%53,5050.3%Utilities
Ameren Corporation stock logo
AEE
Ameren
$8,144,652$542,240 7.1%84,8050.3%Utilities
GIBSON ENERGY INC COM
$8,097,187$2,190,252 37.1%462,2850.3%COM
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$7,901,140$38,751,206 -83.1%59,4920.3%ETF
Alerian Energy Infrastructure ETF stock logo
ENFR
Alerian Energy Infrastructure ETF
$7,683,662$2,311,092 -23.1%238,3270.2%ETF
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$7,616,334$208,092 2.8%90,4770.2%Utilities
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$7,421,195$2,849,642 62.3%44,6760.2%Energy
AT&T Inc. stock logo
T
AT&T
$7,145,866$172,974 2.5%246,9200.2%Computer and Technology
National Grid Transco, PLC stock logo
NGG
National Grid Transco
$6,691,333$185,207 2.8%89,9250.2%Utilities
CSX Corporation stock logo
CSX
CSX
$6,677,405$520,090 8.4%204,6400.2%Transportation
Union Pacific Corporation stock logo
UNP
Union Pacific
$5,931,738$56,370 1.0%25,7810.2%Transportation
CHENIERE ENERGY PARTNERS LP CO
$5,853,725$15,750 0.3%104,4380.2%COM
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$5,825,399$3,703,339 174.5%85,5420.2%Utilities
American Water Works Company, Inc. stock logo
AWK
American Water Works
$5,423,829$198,930 3.8%38,9890.2%Utilities
Waste Connections, Inc. stock logo
WCN
Waste Connections
$5,334,312$883,357 19.8%28,5690.2%Business Services
ConocoPhillips stock logo
COP
ConocoPhillips
$5,047,247$363,537 -6.7%56,2430.2%Energy
Antero Resources Corporation stock logo
AR
Antero Resources
$5,040,357$418,106 -7.7%125,1330.2%Energy
Gulfport Energy Co. stock logo
GPOR
Gulfport Energy
$4,904,525$2,244,454 84.4%24,3800.2%Energy
Vistra Corp. stock logo
VST
Vistra
$4,466,158$241,875 5.7%23,0440.1%Utilities
Hess Corporation stock logo
HES
Hess
$4,386,592$363,529 -7.7%31,6630.1%Energy
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$3,999,173$333,792 -7.7%106,7870.1%Energy
EQT Corporation stock logo
EQT
EQT
$3,882,771$322,801 -7.7%66,5770.1%Energy
Equinix, Inc. stock logo
EQIX
Equinix
$3,808,639$735,001 23.9%4,7880.1%Finance
KINETIK HOLDINGS INC COM NEW C
$3,584,260$3,312,339 -48.0%81,3680.1%COM
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$3,446,474$290,305 -7.8%31,9710.1%Energy
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$3,281,149$250,422 -7.1%78,1040.1%Energy
Range Resources Corporation stock logo
RRC
Range Resources
$3,278,124$277,003 -7.8%80,6030.1%Energy
Southern Company (The) stock logo
SO
Southern
$2,785,663$147,295 5.6%30,3350.1%Utilities
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$2,432,031$130,219 5.7%23,4390.1%Utilities
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,274,284$108,511 5.0%22,5310.1%Transportation
Duke Energy Corporation stock logo
DUK
Duke Energy
$2,075,148$110,566 5.6%17,5860.1%Utilities
Dominion Energy Inc. stock logo
D
Dominion Energy
$2,035,737$130,052 6.8%36,0180.1%Utilities
DTE Energy Company stock logo
DTE
DTE Energy
$1,801,986$97,093 5.7%13,6040.1%Utilities

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