# MILLER HOWARD INVESTMENTS INC /NY

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 903947. Source: https://holderbook.com/funds/903947-miller-howard-investments-inc-ny/

- Reported value: $3.8B
- Positions: 152
- Weight of the ten largest: 25.2%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $131.0M | 2,325,809 | 3.5% | 31 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $118.1M | 3,211,891 | 3.1% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $102.5M | 403,524 | 2.7% | 19 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $101.6M | 5,314,984 | 2.7% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $99.8M | 396,657 | 2.6% | 29 |
| STATE STR CORP | [STT](https://holderbook.com/stocks/STT/) | $85.4M | 503,296 | 2.3% | 6 |
| TC ENERGY CORP | [TRP](https://holderbook.com/stocks/TRP/) | $84.2M | 1,270,274 | 2.2% | 29 |
| EAST WEST BANCORP INC | [EWBC](https://holderbook.com/stocks/EWBC/) | $79.1M | 612,470 | 2.1% | 10 |
| EXELON CORP | [EXC](https://holderbook.com/stocks/EXC/) | $75.5M | 1,620,430 | 2.0% | 26 |
| LAMAR ADVERTISING CO | [LAMR](https://holderbook.com/stocks/LAMR/) | $73.2M | 469,463 | 1.9% | 18 |
| WESTERN MIDSTREAM PARTNERS L | [WES](https://holderbook.com/stocks/WES/) | $72.2M | 1,648,942 | 1.9% | 25 |
| ENTERGY CORP NEW | [ETR](https://holderbook.com/stocks/ETR/) | $72.1M | 627,738 | 1.9% | 25 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $67.3M | 905,934 | 1.8% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $66.7M | 568,258 | 1.8% | 15 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $66.6M | 851,494 | 1.8% | 11 |
| PLAINS ALL AMERN PIPELINE L | [PAA](https://holderbook.com/stocks/PAA/) | $66.6M | 2,992,424 | 1.8% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $66.0M | 471,274 | 1.8% | 6 |
| SUNOCO LP/SUNOCO FIN CORP | [SUN](https://holderbook.com/stocks/SUN/) | $65.8M | 974,109 | 1.7% | 13 |
| TARGA RES CORP | [TRGP](https://holderbook.com/stocks/TRGP/) | $64.9M | 241,917 | 1.7% | 23 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $63.3M | 265,769 | 1.7% | 3 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $63.2M | 1,166,580 | 1.7% | 31 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $63.2M | 607,766 | 1.7% | 22 |
| GSK PLC | [GSK](https://holderbook.com/stocks/GSK/) | $62.0M | 1,182,068 | 1.6% | 7 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $59.2M | 1,038,466 | 1.6% | 11 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $58.8M | 972,853 | 1.6% | 7 |
| HESS MIDSTREAM LP | [HESM](https://holderbook.com/stocks/HESM/) | $58.6M | 1,558,131 | 1.6% | 19 |
| HOST HOTELS & RESORTS INC | [HST](https://holderbook.com/stocks/HST/) | $57.3M | 2,418,633 | 1.5% | 11 |
| SNAP ON INC | [SNA](https://holderbook.com/stocks/SNA/) | $56.7M | 140,879 | 1.5% | 2 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $56.7M | 1,338,840 | 1.5% | 6 |
| CANADIAN NAT RES LTD MED TER | [CNQ](https://holderbook.com/stocks/CNQ/) | $56.6M | 1,433,802 | 1.5% | 24 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $56.5M | 1,766,361 | 1.5% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $54.1M | 53,517 | 1.4% | 15 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $52.9M | 195,848 | 1.4% | 1 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $52.7M | 176,722 | 1.4% | 31 |
| EQUITY LIFESTYLE PROPERTIES | [ELS](https://holderbook.com/stocks/ELS/) | $51.1M | 792,528 | 1.4% | 4 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $49.6M | 293,135 | 1.3% | 26 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $49.5M | 392,122 | 1.3% | 29 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $49.5M | 503,623 | 1.3% | 12 |
| REGIONS FINANCIAL CORP NEW | [RF](https://holderbook.com/stocks/RF/) | $48.4M | 1,601,010 | 1.3% | 3 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $48.2M | 593,133 | 1.3% | 18 |
| OLD REP INTL CORP | [ORI](https://holderbook.com/stocks/ORI/) | $45.5M | 1,110,934 | 1.2% | 31 |
| HORMEL FOODS CORP | [HRL](https://holderbook.com/stocks/HRL/) | $43.7M | 1,761,166 | 1.2% | 4 |
| CMS ENERGY CORP | [CMS](https://holderbook.com/stocks/CMS/) | $43.7M | 571,159 | 1.2% | 22 |
| OMNICOM GROUP INC | [OMC](https://holderbook.com/stocks/OMC/) | $42.3M | 580,248 | 1.1% | 21 |
| EASTMAN CHEM CO | [EMN](https://holderbook.com/stocks/EMN/) | $40.4M | 603,100 | 1.1% | 5 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $39.7M | 166,050 | 1.1% | 31 |
| NUTRIEN LTD | [NTR](https://holderbook.com/stocks/NTR/) | $38.3M | 608,140 | 1.0% | 12 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $35.2M | 159,373 | 0.9% | 14 |
| OGE ENERGY CORP | [OGE](https://holderbook.com/stocks/OGE/) | $34.3M | 705,897 | 0.9% | 31 |
| PLAINS GP HLDGS L P | [PAGP](https://holderbook.com/stocks/PAGP/) | $33.9M | 1,395,186 | 0.9% | 31 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $32.0M | 368,104 | 0.8% | 31 |
| DT MIDSTREAM INC | [DTM](https://holderbook.com/stocks/DTM/) | $30.8M | 210,124 | 0.8% | 20 |
| GAP INC | [GAP](https://holderbook.com/stocks/GAP/) | $30.3M | 1,624,040 | 0.8% | 3 |
| ANTERO MIDSTREAM CORP | [AM](https://holderbook.com/stocks/AM/) | $25.1M | 1,104,337 | 0.7% | 19 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $23.5M | 150,229 | 0.6% | 31 |
| STAG INDUSTRIAL INC | [STAG](https://holderbook.com/stocks/STAG/) | $22.3M | 586,882 | 0.6% | 24 |
| KEYERA CORP COM | [KEYRY](https://holderbook.com/stocks/KEYRY/) | $22.3M | 556,221 | 0.6% | 18 |
| BRIXMOR PPTY GROUP INC | [BRX](https://holderbook.com/stocks/BRX/) | $22.3M | 707,245 | 0.6% | 1 |
| PEMBINA PIPELINE CORP | [PBA](https://holderbook.com/stocks/PBA/) | $21.5M | 465,233 | 0.6% | 31 |
| GENESIS ENERGY L P | [GEL](https://holderbook.com/stocks/GEL/) | $20.2M | 1,423,389 | 0.5% | 6 |
| SOUTH BOW CORP | [SOBO](https://holderbook.com/stocks/SOBO/) | $17.5M | 496,936 | 0.5% | 7 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $16.8M | 181,540 | 0.4% | 31 |
| SUNOCOCORP LLC | [SUNC](https://holderbook.com/stocks/SUNC/) | $16.5M | 243,124 | 0.4% | 2 |
| CENTERPOINT ENERGY INC | [CNP](https://holderbook.com/stocks/CNP/) | $15.9M | 361,649 | 0.4% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $14.7M | 167,152 | 0.4% | 31 |
| XCEL ENERGY INC | [XEL](https://holderbook.com/stocks/XEL/) | $12.6M | 157,444 | 0.3% | 6 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $12.1M | 253,619 | 0.3% | 23 |
| AMEREN CORP | [AEE](https://holderbook.com/stocks/AEE/) | $11.9M | 105,102 | 0.3% | 27 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $11.6M | 46,548 | 0.3% | 18 |
| PPL CORP | [PPL](https://holderbook.com/stocks/PPL/) | $11.0M | 301,386 | 0.3% | 31 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $10.8M | 66,322 | 0.3% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $10.7M | 48,031 | 0.3% | 26 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $10.7M | 41,782 | 0.3% | 31 |
| NATIONAL GRID PLC | [NGG](https://holderbook.com/stocks/NGG/) | $10.6M | 127,803 | 0.3% | 31 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $9.9M | 9,452 | 0.3% | 7 |
| NISOURCE INC | [NI](https://holderbook.com/stocks/NI/) | $9.7M | 203,816 | 0.3% | 31 |
| ATMOS ENERGY CORP | [ATO](https://holderbook.com/stocks/ATO/) | $9.5M | 55,277 | 0.3% | 10 |
| GIBSON ENERGY INC COM | - | $9.1M | 451,240 | 0.2% | 18 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $8.7M | 32,057 | 0.2% | 31 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $8.2M | 62,419 | 0.2% | 9 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $7.9M | 47,149 | 0.2% | 10 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $7.7M | 24,502 | 0.2% | 2 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $6.7M | 25,899 | 0.2% | 29 |
| KINETIK HOLDINGS INC | [KNTK](https://holderbook.com/stocks/KNTK/) | $6.7M | 138,735 | 0.2% | 10 |
| CHENIERE ENERGY PARTNERS LP | [CQP](https://holderbook.com/stocks/CQP/) | $6.5M | 107,301 | 0.2% | 23 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $5.9M | 286,386 | 0.2% | 6 |
| ANTERO RESOURCES CORP | [AR](https://holderbook.com/stocks/AR/) | $5.3M | 151,971 | 0.1% | 11 |
| FERROVIAL NV | [FER](https://holderbook.com/stocks/FER/) | $5.2M | 75,656 | 0.1% | 2 |
| WASTE CONNECTIONS INC | [WCN](https://holderbook.com/stocks/WCN/) | $5.2M | 30,917 | 0.1% | 6 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $5.0M | 36,648 | 0.1% | 19 |
| SUNCOR ENERGY INC NEW | [SU](https://holderbook.com/stocks/SU/) | $5.0M | 92,998 | 0.1% | 17 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $4.6M | 28,898 | 0.1% | 24 |
| ROCKPOINT GAS STORAGE INC CLAS | - | $4.5M | 217,242 | 0.1% | 3 |
| OCCIDENTAL PETE CORP | [OXY](https://holderbook.com/stocks/OXY/) | $4.2M | 86,785 | 0.1% | 22 |
| APA CORPORATION | [APA](https://holderbook.com/stocks/APA/) | $3.8M | 115,181 | 0.1% | 2 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $3.7M | 25,543 | 0.1% | 23 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $3.7M | 38,342 | 0.1% | 15 |
| GULFPORT ENERGY CORP | [GPOR](https://holderbook.com/stocks/GPOR/) | $3.6M | 21,262 | 0.1% | 6 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $3.6M | 9,141 | 0.1% | 1 |
| CHORD ENERGY CORPORATION | [CHRD](https://holderbook.com/stocks/CHRD/) | $3.4M | 29,833 | 0.1% | 17 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +2.2% | +14.8% | -12.6% | 99% |
| Q1 2026 | +9.6% | -4.6% | +14.2% | 99% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 98% |
| Q3 2025 | +3.6% | +7.8% | -4.3% | 99% |
| Q2 2025 | -0.8% | +10.5% | -11.2% | 99% |
| Q1 2025 | +4.0% | -4.6% | +8.5% | 98% |
| Q4 2024 | +1.1% | +2.1% | -1.1% | 99% |
| Q3 2024 | +8.1% | +5.4% | +2.6% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $3.8B | 152 |
| Q1 2026 | $3.7B | 138 |
| Q4 2025 | $3.3B | 140 |
| Q3 2025 | $3.3B | 135 |
| Q2 2025 | $3.2B | 136 |
| Q1 2025 | $3.1B | 139 |
| Q4 2024 | $3.0B | 136 |
| Q3 2024 | $3.2B | 195 |
| Q2 2024 | $3.0B | 192 |
| Q1 2024 | $3.0B | 192 |
| Q4 2023 | $2.9B | 195 |
| Q3 2023 | $2.7B | 191 |