Miller Howard Investments Inc Portfolio Stock Holdings
Miller Howard Investments Inc disclosed 152 stock positions valued at approximately $3.8 billion in its latest SEC 13F filing. The largest holdings include MPLX LP COM UNIT REP LTD, ENTERPRISE PRODS PARTNERS L P, and JOHNSON & JOHNSON COM. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 152
- Portfolio Value
- $3.8B
Holdings by Sector
Miller Howard Investments Inc Portfolio Holdings in Q2 2026
144 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MPLX LP COM UNIT REP LTD | MPLX | Energy | 3.48% | 2,325,809 | +86,115 | +3.84% | $131,012,807 |
| ENTERPRISE PRODS PARTNERS L P | EPD | Energy | 3.13% | 3,211,891 | +51,685 | +1.64% | $118,069,104 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 2.72% | 403,524 | -772 | -0.19% | $102,482,953 |
| ENERGY TRANSFER L P COM UT LTD | ET | Energy | 2.70% | 5,314,984 | +98,137 | +1.88% | $101,622,498 |
| ABBVIE INC COM | ABBV | Healthcare | 2.65% | 396,657 | -1,341 | -0.34% | $99,814,783 |
| STATE STR CORP COM | STT | Financial Services | 2.26% | 503,296 | -92,314 | -15.50% | $85,359,019 |
| TC ENERGY CORP COM | TRP | Energy | 2.23% | 1,270,274 | -24,244 | -1.87% | $84,206,489 |
| EAST WEST BANCORP INC COM | EWBC | Financial Services | 2.10% | 612,470 | +6 | +0.00% | $79,063,799 |
| EXELON CORP COM | EXC | Utilities | 2.00% | 1,620,430 | -64,639 | -3.84% | $75,544,427 |
| LAMAR ADVERTISING CO NEW CL A | LAMR | Real Estate | 1.94% | 469,463 | +1,437 | +0.31% | $73,226,803 |
| WESTERN MIDSTREAM PARTNERS LP | WES | Energy | 1.91% | 1,648,942 | +63,967 | +4.04% | $72,157,703 |
| ENTERGY CORP NEW COM | ETR | Utilities | 1.91% | 627,738 | +8,501 | +1.37% | $72,101,979 |
| WILLIAMS COS INC COM | WMB | Energy | 1.79% | 905,934 | +35,829 | +4.12% | $67,347,117 |
| CISCO SYS INC COM | CSCO | Technology | 1.77% | 568,258 | -5,829 | -1.02% | $66,747,622 |
| MEDTRONIC PLC SHS | MDT | Other | 1.77% | 851,494 | +136,691 | +19.12% | $66,612,400 |
| PLAINS ALL AMERN PIPELINE L P | PAA | Energy | 1.77% | 2,992,424 | +190,823 | +6.81% | $66,611,359 |
| CITIGROUP INC COM NEW | C | Financial Services | 1.75% | 471,274 | +1,306 | +0.28% | $65,959,565 |
| SUNOCO LP/SUNOCO FIN CORP COM | SUN | Energy | 1.74% | 974,109 | +157,876 | +19.34% | $65,752,357 |
| TARGA RES CORP COM | TRGP | Energy | 1.72% | 241,917 | +11,325 | +4.91% | $64,867,493 |
| M & T BK CORP COM | MTB | Financial Services | 1.68% | 265,769 | +52,748 | +24.76% | $63,255,715 |
| ENBRIDGE INC COM | ENB | Energy | 1.68% | 1,166,580 | -4,098 | -0.35% | $63,240,293 |
| CONOCOPHILLIPS COM | COP | Energy | 1.68% | 607,766 | -2,134 | -0.35% | $63,183,340 |
| GSK PLC SPONSORED ADR | GSK | Healthcare | 1.64% | 1,182,068 | -447,283 | -27.45% | $61,963,990 |
| BANK AMERICA CORP COM | BAC | Financial Services | 1.57% | 1,038,466 | +1,600 | +0.15% | $59,171,765 |
| US BANCORP DEL COM NEW | USB | Financial Services | 1.56% | 972,853 | +176,534 | +22.17% | $58,760,324 |
| HESS MIDSTREAM LP CL A SHS | HESM | Energy | 1.55% | 1,558,131 | +66,232 | +4.44% | $58,585,707 |
| HOST HOTELS & RESORTS INC COM | HST | Real Estate | 1.52% | 2,418,633 | +673 | +0.03% | $57,345,787 |
| SNAP ON INC COM | SNA | Industrials | 1.50% | 140,879 | -203 | -0.14% | $56,689,605 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 1.50% | 1,338,840 | +241,334 | +21.99% | $56,686,467 |
| CANADIAN NAT RES LTD COM | CNQ | Energy | 1.50% | 1,433,802 | -6,323 | -0.44% | $56,635,189 |
| KINDER MORGAN INC DEL COM | KMI | Energy | 1.50% | 1,766,361 | -56,544 | -3.10% | $56,470,567 |
| GOLDMAN SACHS GROUP INC COM | GS | Financial Services | 1.44% | 53,517 | -340 | -0.63% | $54,125,389 |
| MCDONALD'S CORP | MCD | Consumer Cyclical | 1.40% | 195,848 | +195,848 | +100.00% | $52,939,681 |
| TEXAS INSTRS INC COM | TXN | Technology | 1.40% | 176,722 | +376 | +0.21% | $52,675,449 |
| EQUITY LIFESTYLE PROPERTIES IN | ELS | Real Estate | 1.36% | 792,528 | -7,433 | -0.93% | $51,078,425 |
| PHILLIPS 66 COM | PSX | Energy | 1.31% | 293,135 | -1,085 | -0.37% | $49,554,472 |
| GILEAD SCIENCES INC COM | GILD | Healthcare | 1.31% | 392,122 | -1,116 | -0.28% | $49,540,652 |
| PAYCHEX INC COM | PAYX | Technology | 1.31% | 503,623 | +73,075 | +16.97% | $49,521,270 |
| REGIONS FINANCIAL CORP NEW COM | RF | Financial Services | 1.28% | 1,601,010 | +11,473 | +0.72% | $48,350,514 |
| COCA COLA CO COM | KO | Consumer Defensive | 1.28% | 593,133 | +269,857 | +83.48% | $48,203,913 |
| OLD REP INTL CORP COM | ORI | Financial Services | 1.21% | 1,110,934 | -548,016 | -33.03% | $45,459,423 |
| HORMEL FOODS CORP | HRL | Consumer Defensive | 1.16% | 1,761,166 | +337,446 | +23.70% | $43,712,133 |
| CMS ENERGY CORP COM | CMS | Utilities | 1.16% | 571,159 | +8,057 | +1.43% | $43,693,685 |
| OMNICOM GROUP INC COM | OMC | Communication Services | 1.12% | 580,248 | -1,721 | -0.30% | $42,259,477 |
| EASTMAN CHEM CO COM | EMN | Basic Materials | 1.07% | 603,100 | +2,732 | +0.46% | $40,395,660 |
| CHENIERE ENERGY INC COM NEW | LNG | Energy | 1.05% | 166,050 | +1,140 | +0.69% | $39,687,606 |
| NUTRIEN LTD COM | NTR | Basic Materials | 1.02% | 608,140 | -1,966 | -0.32% | $38,282,436 |
| CME GROUP INC COM | CME | Financial Services | 0.93% | 159,373 | -36,060 | -18.45% | $35,194,390 |
| OGE ENERGY CORP COM | OGE | Utilities | 0.91% | 705,897 | +770 | +0.11% | $34,348,926 |
| PLAINS GP HLDGS L P LTD PARTNR | PAGP | Energy | 0.90% | 1,395,186 | -26,332 | -1.85% | $33,861,159 |
| ONEOK INC NEW COM | OKE | Energy | 0.85% | 368,104 | +9,787 | +2.73% | $32,002,996 |
| DT MIDSTREAM INC COMMON STOCK | DTM | Energy | 0.82% | 210,124 | -28,492 | -11.94% | $30,833,596 |
| GAP INC/THE | GAP | Consumer Cyclical | 0.80% | 1,624,040 | -79,981 | -4.69% | $30,337,073 |
| ANTERO MIDSTREAM CORP COM | AM | Energy | 0.67% | 1,104,337 | -34,537 | -3.03% | $25,123,666 |
| ISHARES TR SELECT DIVID ETF | DVY | Other | 0.62% | 150,229 | -33,953 | -18.43% | $23,480,755 |
| STAG INDL INC COM | STAG | Real Estate | 0.59% | 586,882 | -103 | -0.02% | $22,336,736 |
| BRIXMOR PPTY GROUP INC COM | BRX | Real Estate | 0.59% | 707,245 | +707,245 | +100.00% | $22,299,423 |
| PEMBINA PIPELINE CORP COM | PBA | Energy | 0.57% | 465,233 | -102,480 | -18.05% | $21,517,026 |
| GENESIS ENERGY L P UNIT LTD PA | GEL | Energy | 0.54% | 1,423,389 | -554,220 | -28.02% | $20,169,421 |
| SEMPRA COM | SRE | Utilities | 0.45% | 181,540 | +9,328 | +5.42% | $16,830,544 |
| CENTERPOINT ENERGY INC COM | CNP | Utilities | 0.42% | 361,649 | +19,572 | +5.72% | $15,927,023 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 0.39% | 167,152 | +8,122 | +5.11% | $14,670,923 |
| XCEL ENERGY INC | XEL | Utilities | 0.34% | 157,444 | +15,805 | +11.16% | $12,642,731 |
| CSX CORP COM | CSX | Industrials | 0.32% | 253,619 | +14,802 | +6.20% | $12,054,513 |
| AMEREN CORP COM | AEE | Utilities | 0.32% | 105,102 | +5,405 | +5.42% | $11,880,784 |
| CONSTELLATION ENERGY CORP COM | CEG | Utilities | 0.31% | 46,548 | +1,977 | +4.44% | $11,561,229 |
| PPL CORP COM | PPL | Utilities | 0.29% | 301,386 | +18,754 | +6.64% | $10,955,392 |
| AMERICAN TOWER CORP NEW COM | AMT | Real Estate | 0.29% | 66,322 | +4,985 | +8.13% | $10,848,219 |
| WASTE MGMT INC DEL COM | WM | Industrials | 0.28% | 48,031 | +2,612 | +5.75% | $10,705,103 |
| MARATHON PETE CORP COM | MPC | Energy | 0.28% | 41,782 | -5,315 | -11.29% | $10,682,340 |
| NATIONAL GRID PLC SPONSORED AD | NGG | Utilities | 0.28% | 127,803 | +7,313 | +6.07% | $10,591,066 |
| EQUINIX INC COM | EQIX | Real Estate | 0.26% | 9,452 | +838 | +9.73% | $9,852,702 |
| NISOURCE INC COM | NI | Utilities | 0.26% | 203,816 | +9,976 | +5.15% | $9,691,474 |
| ATMOS ENERGY CORP COM | ATO | Utilities | 0.25% | 55,277 | +3,482 | +6.72% | $9,522,531 |
| UNION PAC CORP COM | UNP | Industrials | 0.23% | 32,057 | +1,956 | +6.50% | $8,719,420 |
| AMERICAN WTR WKS CO INC NEW CO | AWK | Utilities | 0.22% | 62,419 | +3,952 | +6.76% | $8,213,156 |
| T-MOBILE US INC COM | TMUS | Communication Services | 0.21% | 47,149 | +442 | +0.95% | $7,908,246 |
| FEDEX CORP COM | FDX | Industrials | 0.20% | 24,502 | +6,485 | +35.99% | $7,672,180 |
| VALERO ENERGY CORP COM | VLO | Energy | 0.18% | 25,899 | -619 | -2.33% | $6,745,136 |
| KINETIK HOLDINGS INC COM NEW C | KNTK | Energy | 0.18% | 138,735 | -7,582 | -5.18% | $6,706,450 |
| CHENIERE ENERGY PARTNERS LP CO | CQP | Energy | 0.17% | 107,301 | +6,035 | +5.96% | $6,539,983 |
| AT&T INC COM | T | Communication Services | 0.16% | 286,386 | +1,964 | +0.69% | $5,928,190 |
| ANTERO RESOURCES CORP COM | AR | Energy | 0.14% | 151,971 | -3,403 | -2.19% | $5,340,261 |
| FERROVIAL SE ORD | FER.MC | Other | 0.14% | 75,656 | +5,935 | +8.51% | $5,190,758 |
| WASTE CONNECTIONS INC COM | WCN | Industrials | 0.14% | 30,917 | -1,666 | -5.11% | $5,153,591 |
| AMERICAN ELEC PWR CO INC COM | AEP | Utilities | 0.13% | 36,648 | +1,300 | +3.68% | $5,013,813 |
| SUNCOR ENERGY INC NEW COM | SU | Energy | 0.13% | 92,998 | -2,130 | -2.24% | $4,992,133 |
| VISTRA CORP COM | VST | Utilities | 0.12% | 28,898 | +998 | +3.58% | $4,584,090 |
| OCCIDENTAL PETE CORP COM | OXY | Energy | 0.11% | 86,785 | -2,036 | -2.29% | $4,215,147 |
| APA CORP | APA | Energy | 0.10% | 115,181 | -2,520 | -2.14% | $3,751,445 |
| BANK NEW YORK MELLON CORP COM | BK | Financial Services | 0.10% | 25,543 | -354,378 | -93.28% | $3,693,707 |
| SOUTHERN CO COM | SO | Utilities | 0.10% | 38,342 | +1,366 | +3.69% | $3,669,713 |
| GULFPORT ENERGY CORP | GPOR | Energy | 0.10% | 21,262 | -520 | -2.39% | $3,608,161 |
| HCA HEALTHCARE INC COM | HCA | Healthcare | 0.09% | 9,141 | +9,141 | +100.00% | $3,564,086 |
| CHORD ENERGY CORPORATION COM N | CHRD | Energy | 0.09% | 29,833 | -659 | -2.16% | $3,409,912 |
| SELECT SECTOR SPDR TR SBI INT- | XLU | Other | 0.08% | 63,851 | +45,852 | +254.75% | $2,895,020 |
| DUKE ENERGY CORP NEW COM NEW | DUK | Utilities | 0.07% | 22,232 | +787 | +3.67% | $2,814,127 |
| DTE ENERGY CO COM | DTE | Utilities | 0.07% | 17,224 | +608 | +3.66% | $2,624,421 |
| DOMINION ENERGY INC COM | D | Utilities | 0.07% | 38,159 | +1,344 | +3.65% | $2,605,878 |
| PUBLIC SVC ENTERPRISE GRP INC | PEG | Utilities | 0.07% | 30,502 | +1,048 | +3.56% | $2,475,542 |