MILLER HOWARD INVESTMENTS INC /NY — Q4 2025 13F-HR

← MILLER HOWARD INVESTMENTS INC /NY

Q4 2025 · 13F-HR

MILLER HOWARD INVESTMENTS INC /NYholdings as filed

Filed 2026-01-27 · accession 0000903947-26-000001

$3.31B

Reported value

140

Positions

2025-12-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
55336V100	MPLX	MPLX LP COM UNIT REP LTD	$123.6M	3.73%	2,315,921	Common	SOLE
478160104	JNJ	JOHNSON & JOHNSON COM	$106.0M	3.20%	512,294	Common	SOLE
293792107	EPD	ENTERPRISE PRODS PARTNERS L P	$99.8M	3.01%	3,112,119	Common	SOLE
17275R102	CSCO	CISCO SYS INC COM	$95.1M	2.87%	1,234,292	Common	SOLE
00287Y109	ABBV	ABBVIE INC COM	$91.7M	2.77%	401,292	Common	SOLE
680223104	ORI	OLD REP INTL CORP COM	$91.1M	2.75%	1,996,225	Common	SOLE
29273V100	ET	ENERGY TRANSFER L P COM UT LTD	$86.2M	2.60%	5,229,111	Common	SOLE
37733W204	GSK	GSK PLC SPONSORED ADR	$80.5M	2.43%	1,642,114	Common	SOLE
375558103	GILD	GILEAD SCIENCES INC COM	$80.4M	2.43%	654,778	Common	SOLE
857477103	STT	STATE STR CORP COM	$77.4M	2.33%	599,630	Common	SOLE
464287168	DVY	ISHARES TR SELECT DIVID ETF	$71.4M	2.15%	505,689	Common	SOLE
G5960L103	MDT	MEDTRONIC PLC SHS	$69.5M	2.10%	723,893	Common	SOLE
27579R104	EWBC	EAST WEST BANCORP INC COM	$69.5M	2.10%	618,551	Common	SOLE
172967424	C	CITIGROUP INC COM NEW	$68.5M	2.07%	587,187	Common	SOLE
30161N101	EXC	EXELON CORP COM	$62.9M	1.90%	1,443,215	Common	SOLE
87807B107	TRP	TC ENERGY CORP COM	$62.5M	1.89%	1,135,832	Common	SOLE
958669103	WES	WESTERN MIDSTREAM PARTNERS LP	$58.9M	1.78%	1,491,432	Common	SOLE
060505104	BAC	BANK AMERICA CORP COM	$57.6M	1.74%	1,048,024	Common	SOLE
29364G103	ETR	ENTERGY CORP NEW COM	$57.2M	1.73%	618,714	Common	SOLE
969457100	WMB	WILLIAMS COS INC COM	$57.1M	1.72%	950,538	Common	SOLE
20825C104	COP	CONOCOPHILLIPS COM	$53.1M	1.60%	567,548	Common	SOLE
29250N105	ENB	ENBRIDGE INC COM	$52.6M	1.59%	1,099,664	Common	SOLE
726503105	PAA	PLAINS ALL AMERN PIPELINE L P	$51.3M	1.55%	2,854,516	Common	SOLE
428103105	HESM	HESS MIDSTREAM LP CL A SHS	$49.9M	1.51%	1,446,315	Common	SOLE
49456B101	KMI	KINDER MORGAN INC DEL COM	$48.5M	1.46%	1,765,707	Common	SOLE
38141G104	GS	GOLDMAN SACHS GROUP INC COM	$48.2M	1.45%	54,810	Common	SOLE
136385101	CNQ	CANADIAN NAT RES LTD COM	$46.8M	1.41%	1,384,034	Common	SOLE
681919106	OMC	OMNICOM GROUP INC COM	$46.4M	1.40%	575,156	Common	SOLE
064058100	BK	BANK NEW YORK MELLON CORP COM	$44.8M	1.35%	386,133	Common	SOLE
925652109	VICI	VICI PPTYS INC COM	$44.4M	1.34%	1,577,879	Common	SOLE
7591EP100	RF	REGIONS FINANCIAL CORP NEW COM	$42.9M	1.30%	1,584,109	Common	SOLE
55261F104	MTB	M & T BK CORP COM	$42.8M	1.29%	212,511	Common	SOLE
704326107	PAYX	PAYCHEX INC COM	$42.5M	1.28%	379,071	Common	SOLE
902973304	USB	US BANCORP DEL COM NEW	$42.3M	1.28%	792,964	Common	SOLE
44107P104	HST	HOST HOTELS & RESORTS INC COM	$41.0M	1.24%	2,314,224	Common	SOLE
125896100	CMS	CMS ENERGY CORP COM	$40.4M	1.22%	577,414	Common	SOLE
512816109	LAMR	LAMAR ADVERTISING CO NEW CL A	$39.9M	1.20%	315,193	Common	SOLE
29472R108	ELS	EQUITY LIFESTYLE PROPERTIES IN	$39.3M	1.19%	648,571	Common	SOLE
67077M108	NTR	NUTRIEN LTD COM	$37.7M	1.14%	610,343	Common	SOLE
718546104	PSX	PHILLIPS 66 COM	$37.5M	1.13%	290,810	Common	SOLE
86765K109	SUN	SUNOCO LP/SUNOCO FIN CORP COM	$36.1M	1.09%	689,269	Common	SOLE
277432100	EMN	EASTMAN CHEM CO COM	$35.4M	1.07%	555,291	Common	SOLE
03676B102	AM	ANTERO MIDSTREAM CORP COM	$35.2M	1.06%	1,978,405	Common	SOLE
92343V104	VZ	VERIZON COMMUNICATIONS INC COM	$32.6M	0.98%	800,496	Common	SOLE
16411R208	LNG	CHENIERE ENERGY INC COM NEW	$31.2M	0.94%	160,277	Common	SOLE
87612G101	TRGP	TARGA RES CORP COM	$31.0M	0.94%	167,940	Common	SOLE
371927104	GEL	GENESIS ENERGY L P UNIT LTD PA	$30.8M	0.93%	1,977,044	Common	SOLE
882508104	TXN	TEXAS INSTRS INC COM	$30.8M	0.93%	177,743	Common	SOLE
670837103	OGE	OGE ENERGY CORP COM	$30.0M	0.91%	702,739	Common	SOLE
20030N101	CMCSA	COMCAST CORP NEW CL A	$27.2M	0.82%	909,243	Common	SOLE
23345M107	DTM	DT MIDSTREAM INC COMMON STOCK	$26.2M	0.79%	218,539	Common	SOLE
191216100	KO	COCA COLA CO COM	$23.0M	0.69%	328,551	Common	SOLE
83671M105	SOBO	SOUTH BOW CORP	$21.9M	0.66%	798,348	Common	SOLE
85254J102	STAG	STAG INDL INC COM	$21.8M	0.66%	594,090	Common	SOLE
72651A207	PAGP	PLAINS GP HLDGS L P LTD PARTNR	$21.6M	0.65%	1,130,121	Common	SOLE
682680103	OKE	ONEOK INC NEW COM	$20.8M	0.63%	283,212	Common	SOLE
364760108	GAP	GAP INC/THE	$20.6M	0.62%	803,166	Common	SOLE
706327103	PBA	PEMBINA PIPELINE CORP COM	$19.9M	0.60%	522,146	Common	SOLE
493271951	—	KEYERA CORP COM	$17.3M	0.52%	540,069	Common	SOLE
440452100	HRL	HORMEL FOODS CORP	$16.8M	0.51%	709,640	Common	SOLE
093671105	HRB	BLOCK H & R INC COM	$16.2M	0.49%	370,841	Common	SOLE
21037T109	CEG	CONSTELLATION ENERGY CORP COM	$14.7M	0.44%	41,570	Common	SOLE
816851109	SRE	SEMPRA COM	$14.1M	0.43%	159,597	Common	SOLE
15189T107	CNP	CENTERPOINT ENERGY INC COM	$12.2M	0.37%	318,415	Common	SOLE
69351T106	PPL	PPL CORP COM	$12.1M	0.36%	344,670	Common	SOLE
65339F101	NEE	NEXTERA ENERGY INC COM	$11.4M	0.34%	141,569	Common	SOLE
65473P105	NI	NISOURCE INC COM	$10.9M	0.33%	261,635	Common	SOLE
049560105	ATO	ATMOS ENERGY CORP COM	$9.9M	0.30%	58,819	Common	SOLE
023608102	AEE	AMEREN CORP COM	$9.2M	0.28%	92,529	Common	SOLE
94106L109	WM	WASTE MGMT INC DEL COM	$9.2M	0.28%	42,035	Common	SOLE
03027X100	AMT	AMERICAN TOWER CORP NEW COM	$8.8M	0.27%	50,094	Common	SOLE
872590104	TMUS	T-MOBILE US INC COM	$8.6M	0.26%	42,299	Common	SOLE
98389B100	XEL	XCEL ENERGY INC	$8.1M	0.25%	110,252	Common	SOLE
126408103	CSX	CSX CORP COM	$8.1M	0.24%	223,507	Common	SOLE
374825958	—	GIBSON ENERGY INC COM	$8.0M	0.24%	438,136	Common	SOLE
636274409	NGG	NATIONAL GRID PLC SPONSORED AD	$7.5M	0.23%	97,592	Common	SOLE
56585A102	MPC	MARATHON PETE CORP COM	$7.2M	0.22%	44,139	Common	SOLE
00162Q676	ENFR	ALERIAN ENERGY INFRASTRUCTURE	$6.8M	0.21%	217,385	Common	SOLE
907818108	UNP	UNION PAC CORP COM	$6.5M	0.20%	28,193	Common	SOLE
00206R102	T	AT&T INC COM	$6.4M	0.19%	259,130	Common	SOLE
81369Y886	XLU	SELECT SECTOR SPDR TR SBI INT-	$5.6M	0.17%	131,131	Common	SOLE
16411Q101	CQP	CHENIERE ENERGY PARTNERS LP CO	$5.6M	0.17%	103,786	Common	SOLE
030420103	AWK	AMERICAN WTR WKS CO INC NEW CO	$5.5M	0.16%	41,814	Common	SOLE
03674X106	AR	ANTERO RESOURCES CORP COM	$5.1M	0.16%	149,397	Common	SOLE
94106B101	WCN	WASTE CONNECTIONS INC COM	$4.7M	0.14%	26,950	Common	SOLE
402635502	GPOR	GULFPORT ENERGY CORP	$4.4M	0.13%	20,989	Common	SOLE
773915103	—	ROCKPOINT GAS STORAGE INC CLAS	$4.3M	0.13%	210,930	Common	SOLE
92840M102	VST	VISTRA CORP COM	$4.2M	0.13%	25,729	Common	SOLE
867224107	SU	SUNCOR ENERGY INC NEW COM	$4.1M	0.12%	91,718	Common	SOLE
91913Y100	VLO	VALERO ENERGY CORP COM	$4.0M	0.12%	24,766	Common	SOLE
78462F103	SPY	SPDR S&P 500 ETF TR TR UNIT	$3.8M	0.11%	5,508	Common	SOLE
29444U700	EQIX	EQUINIX INC COM	$3.6M	0.11%	4,722	Common	SOLE
02215L209	KNTK	KINETIK HOLDINGS INC COM NEW C	$3.1M	0.09%	86,375	Common	SOLE
025537101	AEP	AMERICAN ELEC PWR CO INC COM	$3.0M	0.09%	26,384	Common	SOLE
674599105	OXY	OCCIDENTAL PETE CORP COM	$3.0M	0.09%	73,671	Common	SOLE
842587107	SO	SOUTHERN CO COM	$3.0M	0.09%	34,154	Common	SOLE
30231G102	XOM	EXXON MOBIL CORP COM	$2.8M	0.08%	23,221	Common	SOLE
674215207	CHRD	CHORD ENERGY CORPORATION COM N	$2.5M	0.08%	27,353	Common	SOLE
81617J301	WTTR	SELECT WATER SOLUTIONS INC	$2.5M	0.08%	240,603	Common	SOLE
22822V101	CCI	CROWN CASTLE INC COM	$2.4M	0.07%	27,538	Common	SOLE
911312106	UPS	UNITED PARCEL SERVICE INC CL B	$2.4M	0.07%	24,555	Common	SOLE
25746U109	D	DOMINION ENERGY INC COM	$2.4M	0.07%	40,497	Common	SOLE
46625H100	JPM	JPMORGAN CHASE & CO. COM	$2.3M	0.07%	7,221	Common	SOLE
26441C204	DUK	DUKE ENERGY CORP NEW COM NEW	$2.3M	0.07%	19,801	Common	SOLE
744573106	PEG	PUBLIC SVC ENTERPRISE GRP INC	$2.2M	0.07%	27,377	Common	SOLE
00162Q452	AMLP	ALPS ETF TR ALERIAN MLP	$2.1M	0.06%	44,910	Common	SOLE
233331107	DTE	DTE ENERGY CO COM	$2.0M	0.06%	15,347	Common	SOLE
81369Y506	XLE	SELECT SECTOR SPDR TR ENERGY	$1.8M	0.06%	40,814	Common	SOLE
92939U106	WEC	WEC ENERGY GROUP INC COM	$1.8M	0.05%	17,256	Common	SOLE
018802108	LNT	ALLIANT ENERGY CORP COM	$1.8M	0.05%	27,815	Common	SOLE
53115L104	LBRT	LIBERTY ENERGY INC COM CL A	$1.8M	0.05%	96,234	Common	SOLE
47233W109	JEF	JEFFERIES FINL GROUP INC COM	$1.8M	0.05%	28,608	Common	SOLE
05722G100	BKR	BAKER HUGHES COMPANY CL A	$1.7M	0.05%	37,646	Common	SOLE
166764100	CVX	CHEVRON CORP NEW COM	$1.6M	0.05%	10,601	Common	SOLE
30034W106	EVRG	EVERGY INC COM	$1.5M	0.05%	21,010	Common	SOLE
552690109	MDU	MDU RES GROUP INC COM	$1.3M	0.04%	67,262	Common	SOLE
69331C108	PCG	PG&E CORP COM	$1.3M	0.04%	81,575	Common	SOLE
464287598	IWD	ISHARES TR RUS 1000 VAL ETF	$1.3M	0.04%	6,101	Common	SOLE
11135F101	AVGO	BROADCOM INC COM	$1.3M	0.04%	3,683	Common	SOLE
629377508	NRG	NRG ENERGY INC COM NEW	$1.2M	0.04%	7,684	Common	SOLE
349553107	FTS	FORTIS INC COM	$1.2M	0.04%	22,878	Common	SOLE
406216101	HAL	HALLIBURTON CO COM	$1.1M	0.03%	39,180	Common	SOLE
092113109	BKH	BLACK HILLS CORP COM	$1.1M	0.03%	15,357	Common	SOLE
68235P108	OGS	ONE GAS INC COM	$1.0M	0.03%	13,277	Common	SOLE
127097103	CTRA	COTERRA ENERGY INC COM	$999,291	0.03%	37,967	Common	SOLE
12572Q105	CME	CME GROUP INC COM	$994,011	0.03%	3,640	Common	SOLE
75281A109	RRC	RANGE RES CORP COM	$921,661	0.03%	26,139	Common	SOLE
00130H105	AES	AES CORP COM	$894,486	0.03%	62,377	Common	SOLE
30040W108	ES	EVERSOURCE ENERGY COM	$886,669	0.03%	13,169	Common	SOLE
14149Y108	CAH	CARDINAL HEALTH INC COM	$807,580	0.02%	3,930	Common	SOLE
69047Q102	OVV	OVINTIV INC COM	$741,083	0.02%	18,910	Common	SOLE
780087102	RY	ROYAL BK CDA COM	$659,261	0.02%	3,867	Common	SOLE
F92124100	TTE	TOTALENERGIES SE	$602,359	0.02%	9,208	Common	SOLE
921909768	VXUS	VANGUARD STAR FD VG TL INTL ST	$511,408	0.02%	6,779	Common	NONE
464288372	IGF	iShares Global Infrastructure	$496,984	0.01%	8,099	Common	SOLE
750236101	RDN	RADIAN GROUP INC COM	$417,916	0.01%	11,612	Common	SOLE
874039100	TSM	TAIWAN SEMICONDUCTOR MFG LTD S	$295,685	0.01%	973	Common	SOLE
46429B663	HDV	ISHARES TR CORE HIGH DV ETF	$253,638	0.01%	2,086	Common	SOLE
64110D104	NTAP	NETAPP INC COM	$229,387	0.01%	2,142	Common	SOLE
133131102	CPT	CAMDEN PPTY TR SH BEN INT	$204,088	0.01%	1,854	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.