MILLER HOWARD INVESTMENTS INC /NY

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Institutional

CIK 0000903947

$3.66B

Reported AUM

138

Positions

Q1 2026

Period

2026-04-20

Filed

Editorial summary

Summary for MILLER HOWARD INVESTMENTS INC /NY · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	MPLX	MPLX LP COM UNIT REP LTD	$57.61	-0.31%	20.57%	212.56%	$127.8M	3.49%	—	HELD
2	EPD	ENTERPRISE PRODS PARTNERS L P	$38.12	-1.42%	31.98%	143.98%	$119.6M	3.27%	—	HELD
3	ET	ENERGY TRANSFER L P COM UT LTD	$20.24	0.20%	22.33%	217.11%	$100.7M	2.75%	—	HELD
4	JNJ	JOHNSON & JOHNSON COM	$255.84	-3.65%	56.99%	69.37%	$98.8M	2.70%	—	HELD
5	GSK	GSK PLC SPONSORED ADR	$52.07	-2.16%	47.00%	58.50%	$89.9M	2.46%	—	HELD
6	ABBV	ABBVIE INC COM	$257.79	-2.09%	36.96%	157.96%	$86.6M	2.37%	—	HELD
7	EXC	EXELON CORP COM	$45.58	-3.08%	4.28%	52.17%	$82.6M	2.26%	—	HELD
8	TRP	TC ENERGY CORP COM	$68.09	1.20%	41.78%	81.43%	$81.0M	2.22%	—	HELD
9	COP	CONOCOPHILLIPS COM	$119.03	0.82%	31.49%	152.18%	$80.5M	2.20%	—	HELD
10	STT	STATE STR CORP COM	$182.82	3.85%	66.29%	121.97%	$75.4M	2.06%	—	HELD
11	CNQ	CANADIAN NAT RES LTD COM	$47.28	1.79%	52.96%	258.86%	$70.2M	1.92%	—	HELD
12	ETR	ENTERGY CORP NEW COM	$108.03	0.22%	24.11%	132.31%	$69.6M	1.90%	—	HELD
13	ORI	OLD REP INTL CORP COM	$43.38	-2.71%	31.67%	144.16%	$66.2M	1.81%	—	HELD
14	EWBC	EAST WEST BANCORP INC COM	$130.91	0.48%	36.50%	102.75%	$65.4M	1.79%	—	HELD
15	WES	WESTERN MIDSTREAM PARTNERS LP	$47.52	1.13%	27.69%	255.90%	$65.3M	1.78%	—	HELD
16	ENB	ENBRIDGE INC COM	$55.44	0.54%	24.25%	87.29%	$63.4M	1.73%	—	HELD
17	WMB	WILLIAMS COS INC COM	$70.91	1.11%	20.12%	257.42%	$63.3M	1.73%	—	HELD
18	PAA	PLAINS ALL AMERN PIPELINE L P	$24.82	-0.28%	46.76%	284.24%	$62.6M	1.71%	—	HELD
19	MDT	MEDTRONIC PLC SHS	$85.71	-2.09%	1.17%	-23.30%	$61.9M	1.69%	—	HELD
20	KMI	KINDER MORGAN INC DEL COM	$31.66	-0.60%	16.81%	154.18%	$61.1M	1.67%	—	HELD
21	LAMR	LAMAR ADVERTISING CO NEW CL A	$160.65	-2.24%	39.55%	80.92%	$59.3M	1.62%	—	HELD
22	HESM	HESS MIDSTREAM LP CL A SHS	$40.27	-0.44%	1.84%	123.82%	$58.0M	1.59%	—	HELD
23	TRGP	TARGA RES CORP COM	$268.34	1.39%	67.46%	575.79%	$57.8M	1.58%	—	HELD
24	CME	CME GROUP INC COM	$267.22	0.67%	-1.78%	62.34%	$57.7M	1.58%	—	HELD
25	VZ	VERIZON COMMUNICATIONS INC COM	$46.11	-2.35%	16.40%	16.53%	$55.1M	1.51%	—	HELD
26	GILD	GILEAD SCIENCES INC COM	$131.28	-1.09%	20.33%	118.88%	$54.8M	1.50%	—	HELD
27	PSX	PHILLIPS 66 COM	$210.60	1.83%	78.85%	246.97%	$53.6M	1.47%	—	HELD
28	C	CITIGROUP INC COM NEW	$132.32	4.08%	41.58%	108.64%	$53.3M	1.46%	—	HELD
29	SUN	SUNOCO LP/SUNOCO FIN CORP COM	$75.97	-0.65%	51.16%	186.70%	$53.0M	1.45%	—	HELD
30	SNA	SNAP ON INC COM	$409.05	-1.39%	33.38%	107.78%	$51.2M	1.40%	—	HELD
31	BAC	BANK AMERICA CORP COM	$61.76	1.13%	—	—	$50.5M	1.38%	—	HELD
32	ELS	EQUITY LIFESTYLE PROPERTIES IN	$65.53	-3.13%	—	—	$49.9M	1.36%	—	HELD
33	LNG	CHENIERE ENERGY INC COM NEW	$258.06	-0.21%	—	—	$46.8M	1.28%	—	HELD
34	HST	HOST HOTELS & RESORTS INC COM	$25.09	-1.76%	—	—	$46.3M	1.27%	—	HELD
35	NTR	NUTRIEN LTD COM	$70.71	0.17%	—	—	$46.0M	1.26%	—	HELD
36	EMN	EASTMAN CHEM CO COM	$70.07	4.15%	—	—	$45.8M	1.25%	—	HELD
37	GS	GOLDMAN SACHS GROUP INC COM	$1024.86	4.50%	—	—	$45.6M	1.25%	—	HELD
38	BK	BANK NEW YORK MELLON CORP COM	—	—	—	—	$45.1M	1.23%	—	HELD
39	CSCO	CISCO SYS INC COM	$113.56	0.96%	—	—	$44.5M	1.22%	—	HELD
40	MTB	M & T BK CORP COM	$247.00	-1.33%	—	—	$44.0M	1.20%	—	HELD
41	OMC	OMNICOM GROUP INC COM	$79.61	-3.60%	—	—	$43.8M	1.20%	—	HELD
42	CMS	CMS ENERGY CORP COM	$72.26	-2.82%	—	—	$43.7M	1.19%	—	HELD
43	RF	REGIONS FINANCIAL CORP NEW COM	$30.85	-0.29%	—	—	$41.5M	1.13%	—	HELD
44	USB	US BANCORP DEL COM NEW	$62.91	0.14%	—	—	$41.4M	1.13%	—	HELD
45	GAP	GAP INC/THE	$20.38	0.44%	—	—	$41.2M	1.13%	—	HELD
46	PAYX	PAYCHEX INC COM	$116.33	-4.75%	—	—	$39.7M	1.08%	—	HELD
47	CMCSA	COMCAST CORP NEW CL A	$23.67	-3.82%	—	—	$36.7M	1.00%	—	HELD
48	GEL	GENESIS ENERGY L P UNIT LTD PA	$15.28	2.55%	—	—	$35.3M	0.96%	—	HELD
49	PAGP	PLAINS GP HLDGS L P LTD PARTNR	$26.58	-0.28%	—	—	$34.5M	0.94%	—	HELD
50	TXN	TEXAS INSTRS INC COM	$278.44	2.63%	—	—	$34.2M	0.94%	—	HELD
51	OGE	OGE ENERGY CORP COM	$47.26	-1.11%	—	—	$33.8M	0.92%	—	HELD
52	OKE	ONEOK INC NEW COM	$89.07	-1.03%	—	—	$32.4M	0.89%	—	HELD
53	HRL	HORMEL FOODS CORP	$25.37	-1.67%	—	—	$32.2M	0.88%	—	HELD
54	DTM	DT MIDSTREAM INC COMMON STOCK	$136.77	0.60%	—	—	$32.1M	0.88%	—	HELD
55	DVY	ISHARES TR SELECT DIVID ETF	$161.93	-1.09%	—	—	$27.9M	0.76%	—	HELD
56	AM	ANTERO MIDSTREAM CORP COM	$21.55	0.14%	—	—	$26.0M	0.71%	—	HELD
57	PBA	PEMBINA PIPELINE CORP COM	$50.43	0.04%	—	—	$25.4M	0.69%	—	HELD
58	KO	COCA COLA CO COM	$88.51	-0.63%	—	—	$24.6M	0.67%	—	HELD
59	—	KEYERA CORP COM	—	—	—	—	$22.7M	0.62%	—	HELD
60	STAG	STAG INDL INC COM	$38.54	-0.95%	—	—	$21.2M	0.58%	—	HELD
61	SOBO	SOUTH BOW CORP	$37.42	0.21%	—	—	$17.6M	0.48%	—	HELD
62	SRE	SEMPRA COM	$89.58	0.86%	—	—	$16.7M	0.46%	—	HELD
63	NEE	NEXTERA ENERGY INC COM	$87.93	-0.60%	—	—	$14.8M	0.40%	—	HELD
64	CNP	CENTERPOINT ENERGY INC COM	$42.15	-1.82%	—	—	$14.8M	0.40%	—	HELD
65	CEG	CONSTELLATION ENERGY CORP COM	$263.56	2.17%	—	—	$12.4M	0.34%	—	HELD
66	MPC	MARATHON PETE CORP COM	$314.08	1.74%	—	—	$11.5M	0.31%	—	HELD
67	XEL	XCEL ENERGY INC	$78.23	-0.66%	—	—	$11.3M	0.31%	—	HELD
68	AEE	AMEREN CORP COM	$108.75	-1.11%	—	—	$11.0M	0.30%	—	HELD
69	PPL	PPL CORP COM	$35.56	-0.39%	—	—	$10.8M	0.30%	—	HELD
70	AMT	AMERICAN TOWER CORP NEW COM	$174.46	-2.68%	—	—	$10.6M	0.29%	—	HELD
71	WM	WASTE MGMT INC DEL COM	$226.33	-4.34%	—	—	$10.4M	0.29%	—	HELD
72	NGG	NATIONAL GRID PLC SPONSORED AD	$80.39	1.91%	—	—	$10.2M	0.28%	—	HELD
73	—	GIBSON ENERGY INC COM	—	—	—	—	$10.2M	0.28%	—	HELD
74	TMUS	T-MOBILE US INC COM	$173.34	-4.51%	—	—	$9.8M	0.27%	—	HELD
75	CSX	CSX CORP COM	$50.19	-1.08%	—	—	$9.8M	0.27%	—	HELD
76	ATO	ATMOS ENERGY CORP COM	$174.26	-1.92%	—	—	$9.6M	0.26%	—	HELD
77	NI	NISOURCE INC COM	$45.07	0.58%	—	—	$9.0M	0.25%	—	HELD
78	EQIX	EQUINIX INC COM	$1046.71	3.84%	—	—	$8.4M	0.23%	—	HELD
79	T	AT&T INC COM	$23.21	-3.05%	—	—	$8.2M	0.23%	—	HELD
80	AWK	AMERICAN WTR WKS CO INC NEW CO	$136.81	-0.93%	—	—	$8.0M	0.22%	—	HELD
81	UNP	UNION PAC CORP COM	$289.39	-0.96%	—	—	$7.3M	0.20%	—	HELD
82	KNTK	KINETIK HOLDINGS INC COM NEW C	$50.02	-1.15%	—	—	$7.1M	0.19%	—	HELD
83	AR	ANTERO RESOURCES CORP COM	$35.30	0.46%	—	—	$6.6M	0.18%	—	HELD
84	VLO	VALERO ENERGY CORP COM	$311.71	3.45%	—	—	$6.6M	0.18%	—	HELD
85	CQP	CHENIERE ENERGY PARTNERS LP CO	$65.06	3.20%	—	—	$6.5M	0.18%	—	HELD
86	FDX	FEDEX CORP COM	$308.55	-0.02%	—	—	$6.4M	0.18%	—	HELD
87	SU	SUNCOR ENERGY INC NEW COM	$66.73	1.41%	—	—	$6.3M	0.17%	—	HELD
88	OXY	OCCIDENTAL PETE CORP COM	$55.95	-0.14%	—	—	$5.8M	0.16%	—	HELD
89	SUNC	SUNOCOCORP LLC LLC	$76.22	0.24%	—	—	$5.5M	0.15%	—	HELD
90	WCN	WASTE CONNECTIONS INC COM	$166.27	-3.78%	—	—	$5.3M	0.14%	—	HELD
91	APA	APA CORP	$36.33	-1.01%	—	—	$5.0M	0.14%	—	HELD
92	AEP	AMERICAN ELEC PWR CO INC COM	$127.78	-1.25%	—	—	$4.6M	0.13%	—	HELD
93	—	ROCKPOINT GAS STORAGE INC CLAS	—	—	—	—	$4.6M	0.13%	—	HELD
94	GPOR	GULFPORT ENERGY CORP	$156.92	0.06%	—	—	$4.6M	0.13%	—	HELD
95	FER	FERROVIAL SE ORD	$65.12	4.13%	—	—	$4.5M	0.12%	—	HELD
96	CHRD	CHORD ENERGY CORPORATION COM N	$138.25	1.30%	—	—	$4.3M	0.12%	—	HELD
97	VST	VISTRA CORP COM	$148.62	4.07%	—	—	$4.2M	0.11%	—	HELD
98	WTTR	SELECT WATER SOLUTIONS INC	$18.16	1.68%	—	—	$4.0M	0.11%	—	HELD
99	SO	SOUTHERN CO COM	$94.34	-1.78%	—	—	$3.6M	0.10%	—	HELD
100	DUK	DUKE ENERGY CORP NEW COM NEW	$126.27	-2.18%	—	—	$2.8M	0.08%	—	HELD
101	UPS	UNITED PARCEL SERVICE INC CL B	$105.27	0.68%	—	—	$2.6M	0.07%	—	HELD
102	DTE	DTE ENERGY CO COM	$141.70	-1.27%	—	—	$2.4M	0.07%	—	HELD
103	BKR	BAKER HUGHES COMPANY CL A	$59.90	2.01%	—	—	$2.4M	0.07%	—	HELD
104	PEG	PUBLIC SVC ENTERPRISE GRP INC	—	—	—	—	$2.4M	0.07%	—	HELD
105	OVV	OVINTIV INC COM	—	—	—	—	$2.3M	0.06%	—	HELD
106	CVX	CHEVRON CORP NEW COM	—	—	—	—	$2.3M	0.06%	—	HELD
107	D	DOMINION ENERGY INC COM	—	—	—	—	$2.3M	0.06%	—	HELD
108	WEC	WEC ENERGY GROUP INC COM	—	—	—	—	$2.2M	0.06%	—	HELD
109	LNT	ALLIANT ENERGY CORP COM	—	—	—	—	$2.2M	0.06%	—	HELD
110	LBRT	LIBERTY ENERGY INC COM CL A	—	—	—	—	$2.1M	0.06%	—	HELD
111	EVRG	EVERGY INC COM	—	—	—	—	$1.9M	0.05%	—	HELD
112	XOM	EXXON MOBIL CORP COM	—	—	—	—	$1.9M	0.05%	—	HELD
113	HAL	HALLIBURTON CO COM	—	—	—	—	$1.7M	0.05%	—	HELD
114	PCG	PG&E CORP COM	—	—	—	—	$1.6M	0.04%	—	HELD
115	MDU	MDU RES GROUP INC COM	—	—	—	—	$1.5M	0.04%	—	HELD
116	CTRA	COTERRA ENERGY INC COM	—	—	—	—	$1.4M	0.04%	—	HELD
117	FTS	FORTIS INC COM	—	—	—	—	$1.4M	0.04%	—	HELD
118	JPM	JPMORGAN CHASE & CO. COM	—	—	—	—	$1.3M	0.03%	—	HELD
119	OGS	ONE GAS INC COM	—	—	—	—	$1.2M	0.03%	—	HELD
120	RRC	RANGE RES CORP COM	—	—	—	—	$1.2M	0.03%	—	HELD
121	NRG	NRG ENERGY INC COM NEW	—	—	—	—	$1.2M	0.03%	—	HELD
122	BKH	BLACK HILLS CORP COM	—	—	—	—	$1.1M	0.03%	—	HELD
123	AVGO	BROADCOM INC COM	—	—	—	—	$994K	0.03%	—	HELD
124	ES	EVERSOURCE ENERGY COM	—	—	—	—	$989K	0.03%	—	HELD
125	CAH	CARDINAL HEALTH INC COM	—	—	—	—	$830K	0.02%	—	HELD
126	XLU	SELECT SECTOR SPDR TR SBI INT-	—	—	—	—	$826K	0.02%	—	HELD
127	JEF	JEFFERIES FINL GROUP INC COM	—	—	—	—	$489K	0.01%	—	HELD
128	TTE	TOTALENERGIES SE	—	—	—	—	$474K	0.01%	—	HELD
129	RY	ROYAL BK CDA COM	—	—	—	—	$442K	0.01%	—	HELD
130	BE	BLOOM ENERGY CORP- A	—	—	—	—	$284K	0.01%	—	HELD
131	IWD	ISHARES TR RUS 1000 VAL ETF	—	—	—	—	$245K	0.01%	—	HELD
132	NTAP	NETAPP INC COM	—	—	—	—	$219K	0.01%	—	HELD
133	ARRY	ARRAY TECHNOLOGIES INC	—	—	—	—	$77K	0.00%	—	HELD
134	TE	T1 ENERGY INC	—	—	—	—	$72K	0.00%	—	HELD
135	BLDP	BALLARD PWR SYS INC NEW	—	—	—	—	$70K	0.00%	—	HELD
136	SHLS	SHOALS TECHNOLOGIES GROUP -A	—	—	—	—	$70K	0.00%	—	HELD
137	PLUG	PLUG POWER INC COM NEW	—	—	—	—	$60K	0.00%	—	HELD
138	NRGV	ENERGY VAULT HOLDINGS INC	—	—	—	—	$51K	0.00%	—	HELD

Source: SEC EDGAR · accession 0000903947-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.