Miller Howard Investments Inc Portfolio Stock Holdings
Miller Howard Investments Inc disclosed 138 stock positions valued at approximately $3.7 billion in its latest SEC 13F filing. The largest holdings include MPLX LP COM UNIT REP LTD, ENTERPRISE PRODS PARTNERS L P, and ENERGY TRANSFER L P COM UT LTD. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 138
- Portfolio Value
- $3.7B
Holdings by Sector
Miller Howard Investments Inc Portfolio Holdings in Q1 2026
132 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 | 3.49% | 2,239,694 | -76,227 | -3.29% | $127,819,360 |
| ENTERPRISE PRODS PARTNERS L P | EPD | Energy | 3.27% | 3,160,206 | +48,087 | +1.55% | $119,582,188 |
| ENERGY TRANSFER L P COM UT LTD | ET | Energy | 2.75% | 5,216,847 | -12,264 | -0.23% | $100,685,144 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 2.70% | 404,296 | -107,998 | -21.08% | $98,826,010 |
| GSK PLC SPONSORED ADR | GSK | Healthcare | 2.46% | 1,629,351 | -12,763 | -0.78% | $89,923,893 |
| ABBVIE INC COM | ABBV | Healthcare | 2.37% | 397,998 | -3,294 | -0.82% | $86,560,488 |
| EXELON CORP COM | EXC | Utilities | 2.26% | 1,685,069 | +241,854 | +16.76% | $82,602,094 |
| TC ENERGY CORP COM | TRP | Energy | 2.22% | 1,294,518 | +158,686 | +13.97% | $81,036,801 |
| CONOCOPHILLIPS COM | COP | Energy | 2.20% | 609,900 | +42,352 | +7.46% | $80,506,834 |
| STATE STR CORP COM | STT | Financial Services | 2.06% | 595,610 | -4,020 | -0.67% | $75,380,407 |
| CANADIAN NAT RES LTD COM | CNQ | Energy | 1.92% | 1,440,125 | +56,091 | +4.05% | $70,177,290 |
| ENTERGY CORP NEW COM | ETR | Utilities | 1.90% | 619,237 | +523 | +0.08% | $69,577,497 |
| OLD REP INTL CORP COM | ORI | Financial Services | 1.81% | 1,658,950 | -337,275 | -16.90% | $66,192,105 |
| EAST WEST BANCORP INC COM | EWBC | Financial Services | 1.79% | 612,464 | -6,087 | -0.98% | $65,386,643 |
| WESTERN MIDSTREAM PARTNERS LP | WES | Energy | 1.78% | 1,584,975 | +93,543 | +6.27% | $65,253,416 |
| ENBRIDGE INC COM | ENB | Energy | 1.73% | 1,170,678 | +71,014 | +6.46% | $63,380,508 |
| WILLIAMS COS INC COM | WMB | Energy | 1.73% | 870,105 | -80,433 | -8.46% | $63,326,222 |
| PLAINS ALL AMERN PIPELINE L P | PAA | Energy | 1.71% | 2,801,601 | -52,915 | -1.85% | $62,559,760 |
| MEDTRONIC PLC SHS | MDT | Other | 1.69% | 714,803 | -9,090 | -1.26% | $61,937,686 |
| KINDER MORGAN INC DEL COM | KMI | Energy | 1.67% | 1,822,905 | +57,198 | +3.24% | $61,121,997 |
| LAMAR ADVERTISING CO NEW CL A | LAMR | Real Estate | 1.62% | 468,026 | +152,833 | +48.49% | $59,280,220 |
| HESS MIDSTREAM LP CL A SHS | HESM | Energy | 1.59% | 1,491,899 | +45,584 | +3.15% | $57,990,134 |
| TARGA RES CORP COM | TRGP | Energy | 1.58% | 230,592 | +62,652 | +37.31% | $57,816,342 |
| CME GROUP INC COM | CME | Financial Services | 1.58% | 195,433 | +191,793 | +5269.04% | $57,721,054 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 1.51% | 1,097,506 | +297,010 | +37.10% | $55,094,780 |
| GILEAD SCIENCES INC COM | GILD | Healthcare | 1.50% | 393,238 | -261,540 | -39.94% | $54,805,563 |
| PHILLIPS 66 COM | PSX | Energy | 1.47% | 294,220 | +3,410 | +1.17% | $53,601,009 |
| CITIGROUP INC COM NEW | C | Financial Services | 1.46% | 469,968 | -117,219 | -19.96% | $53,299,049 |
| SUNOCO LP/SUNOCO FIN CORP COM | SUN | Energy | 1.45% | 816,233 | +126,964 | +18.42% | $53,030,667 |
| SNAP ON INC COM | SNA | Industrials | 1.40% | 141,082 | +141,082 | +100.00% | $51,243,855 |
| BANK AMERICA CORP COM | BAC | Financial Services | 1.38% | 1,036,866 | -11,158 | -1.06% | $50,547,233 |
| EQUITY LIFESTYLE PROPERTIES IN | ELS | Real Estate | 1.36% | 799,961 | +151,390 | +23.34% | $49,933,584 |
| CHENIERE ENERGY INC COM NEW | LNG | Energy | 1.28% | 164,910 | +4,633 | +2.89% | $46,794,998 |
| HOST HOTELS & RESORTS INC COM | HST | Real Estate | 1.27% | 2,417,960 | +103,736 | +4.48% | $46,328,118 |
| NUTRIEN LTD COM | NTR | Basic Materials | 1.26% | 610,106 | -237 | -0.04% | $46,038,603 |
| EASTMAN CHEM CO COM | EMN | Basic Materials | 1.25% | 600,368 | +45,077 | +8.12% | $45,820,069 |
| GOLDMAN SACHS GROUP INC COM | GS | Financial Services | 1.25% | 53,857 | -953 | -1.74% | $45,562,671 |
| BANK NEW YORK MELLON CORP COM | BK | Financial Services | 1.23% | 379,921 | -6,212 | -1.61% | $45,069,971 |
| CISCO SYS INC COM | CSCO | Technology | 1.22% | 574,087 | -660,205 | -53.49% | $44,543,437 |
| M & T BK CORP COM | MTB | Financial Services | 1.20% | 213,021 | +510 | +0.24% | $44,035,633 |
| OMNICOM GROUP INC COM | OMC | Communication Services | 1.20% | 581,969 | +6,813 | +1.18% | $43,828,063 |
| CMS ENERGY CORP COM | CMS | Utilities | 1.19% | 563,102 | -14,312 | -2.48% | $43,685,434 |
| REGIONS FINANCIAL CORP NEW COM | RF | Financial Services | 1.13% | 1,589,537 | +5,428 | +0.34% | $41,518,697 |
| US BANCORP DEL COM NEW | USB | Financial Services | 1.13% | 796,319 | +3,355 | +0.42% | $41,416,569 |
| GAP INC/THE | GAP | Consumer Cyclical | 1.13% | 1,704,021 | +900,855 | +112.16% | $41,237,320 |
| PAYCHEX INC COM | PAYX | Technology | 1.08% | 430,548 | +51,477 | +13.58% | $39,662,039 |
| COMCAST CORP NEW CL A | CMCSA | Communication Services | 1.00% | 1,278,695 | +369,452 | +40.63% | $36,711,348 |
| GENESIS ENERGY L P UNIT LTD PA | GEL | Energy | 0.96% | 1,977,609 | +565 | +0.03% | $35,260,768 |
| PLAINS GP HLDGS L P LTD PARTNR | PAGP | Energy | 0.94% | 1,421,518 | +291,397 | +25.78% | $34,514,446 |
| TEXAS INSTRS INC COM | TXN | Technology | 0.94% | 176,346 | -1,397 | -0.79% | $34,235,750 |
| OGE ENERGY CORP COM | OGE | Utilities | 0.92% | 705,127 | +2,388 | +0.34% | $33,817,904 |
| ONEOK INC NEW COM | OKE | Energy | 0.89% | 358,317 | +75,105 | +26.52% | $32,388,273 |
| HORMEL FOODS CORP | HRL | Consumer Defensive | 0.88% | 1,423,720 | +714,080 | +100.63% | $32,247,247 |
| DT MIDSTREAM INC COMMON STOCK | DTM | Energy | 0.88% | 238,616 | +20,077 | +9.19% | $32,134,417 |
| ISHARES TR SELECT DIVID ETF | DVY | Other | 0.76% | 184,182 | -321,507 | -63.58% | $27,887,018 |
| ANTERO MIDSTREAM CORP COM | AM | Energy | 0.71% | 1,138,874 | -839,531 | -42.43% | $25,966,329 |
| PEMBINA PIPELINE CORP COM | PBA | Energy | 0.69% | 567,713 | +45,567 | +8.73% | $25,410,834 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.67% | 323,276 | -5,275 | -1.61% | $24,585,119 |
| STAG INDL INC COM | STAG | Real Estate | 0.58% | 586,985 | -7,105 | -1.20% | $21,166,677 |
| SEMPRA COM | SRE | Utilities | 0.46% | 172,212 | +12,615 | +7.90% | $16,733,811 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 0.40% | 159,030 | +17,461 | +12.33% | $14,770,687 |
| CENTERPOINT ENERGY INC COM | CNP | Utilities | 0.40% | 342,077 | +23,662 | +7.43% | $14,764,025 |
| CONSTELLATION ENERGY CORP COM | CEG | Utilities | 0.34% | 44,571 | +3,001 | +7.22% | $12,446,404 |
| MARATHON PETE CORP COM | MPC | Energy | 0.31% | 47,097 | +2,958 | +6.70% | $11,500,067 |
| XCEL ENERGY INC | XEL | Utilities | 0.31% | 141,639 | +31,387 | +28.47% | $11,251,801 |
| AMEREN CORP COM | AEE | Utilities | 0.30% | 99,697 | +7,168 | +7.75% | $10,958,649 |
| PPL CORP COM | PPL | Utilities | 0.30% | 282,632 | -62,038 | -18.00% | $10,796,550 |
| AMERICAN TOWER CORP NEW COM | AMT | Real Estate | 0.29% | 61,337 | +11,243 | +22.44% | $10,585,602 |
| WASTE MGMT INC DEL COM | WM | Industrials | 0.29% | 45,419 | +3,384 | +8.05% | $10,436,817 |
| NATIONAL GRID PLC SPONSORED AD | NGG | Utilities | 0.28% | 120,490 | +22,898 | +23.46% | $10,193,486 |
| T-MOBILE US INC COM | TMUS | Communication Services | 0.27% | 46,707 | +4,408 | +10.42% | $9,809,837 |
| CSX CORP COM | CSX | Industrials | 0.27% | 238,817 | +15,310 | +6.85% | $9,803,446 |
| ATMOS ENERGY CORP COM | ATO | Utilities | 0.26% | 51,795 | -7,024 | -11.94% | $9,567,499 |
| NISOURCE INC COM | NI | Utilities | 0.25% | 193,840 | -67,795 | -25.91% | $9,044,588 |
| EQUINIX INC COM | EQIX | Real Estate | 0.23% | 8,614 | +3,892 | +82.42% | $8,443,680 |
| AT&T INC COM | T | Communication Services | 0.23% | 284,422 | +25,292 | +9.76% | $8,245,385 |
| AMERICAN WTR WKS CO INC NEW CO | AWK | Utilities | 0.22% | 58,467 | +16,653 | +39.83% | $7,956,837 |
| UNION PAC CORP COM | UNP | Industrials | 0.20% | 30,101 | +1,908 | +6.77% | $7,303,034 |
| KINETIK HOLDINGS INC COM NEW C | KNTK | Energy | 0.19% | 146,317 | +59,942 | +69.40% | $7,083,206 |
| ANTERO RESOURCES CORP COM | AR | Energy | 0.18% | 155,374 | +5,977 | +4.00% | $6,594,073 |
| VALERO ENERGY CORP COM | VLO | Energy | 0.18% | 26,518 | +1,752 | +7.07% | $6,552,067 |
| CHENIERE ENERGY PARTNERS LP CO | CQP | Energy | 0.18% | 101,266 | -2,520 | -2.43% | $6,544,848 |
| FEDEX CORP COM | FDX | Industrials | 0.18% | 18,017 | +18,017 | +100.00% | $6,417,124 |
| SUNCOR ENERGY INC NEW COM | SU | Energy | 0.17% | 95,128 | +3,410 | +3.72% | $6,288,912 |
| OCCIDENTAL PETE CORP COM | OXY | Energy | 0.16% | 88,821 | +15,150 | +20.56% | $5,773,365 |
| WASTE CONNECTIONS INC COM | WCN | Industrials | 0.14% | 32,583 | +5,633 | +20.90% | $5,292,709 |
| APA CORP | APA | Energy | 0.14% | 117,701 | +117,701 | +100.00% | $4,995,230 |
| AMERICAN ELEC PWR CO INC COM | AEP | Utilities | 0.13% | 35,348 | +8,964 | +33.98% | $4,633,416 |
| GULFPORT ENERGY CORP | GPOR | Energy | 0.13% | 21,782 | +793 | +3.78% | $4,608,418 |
| FERROVIAL SE ORD | FER.MC | Other | 0.12% | 69,721 | +69,721 | +100.00% | $4,535,351 |
| CHORD ENERGY CORPORATION COM N | CHRD | Energy | 0.12% | 30,492 | +3,139 | +11.48% | $4,335,353 |
| VISTRA CORP COM | VST | Utilities | 0.11% | 27,900 | +2,171 | +8.44% | $4,194,207 |
| SELECT WATER SOLUTIONS INC | WTTR | Energy | 0.11% | 261,376 | +20,773 | +8.63% | $3,999,053 |
| SOUTHERN CO COM | SO | Utilities | 0.10% | 36,976 | +2,822 | +8.26% | $3,568,924 |
| DUKE ENERGY CORP NEW COM NEW | DUK | Utilities | 0.08% | 21,445 | +1,644 | +8.30% | $2,808,008 |
| UNITED PARCEL SERVICE INC CL B | UPS | Industrials | 0.07% | 26,624 | +2,069 | +8.43% | $2,619,238 |
| DTE ENERGY CO COM | DTE | Utilities | 0.07% | 16,616 | +1,269 | +8.27% | $2,429,592 |
| BAKER HUGHES COMPANY CL A | BKR | Energy | 0.07% | 39,056 | +1,410 | +3.75% | $2,384,369 |
| PUBLIC SVC ENTERPRISE GRP INC | PEG | Utilities | 0.07% | 29,454 | +2,077 | +7.59% | $2,384,301 |
| OVINTIV INC COM | OVV | Energy | 0.06% | 39,227 | +20,317 | +107.44% | $2,328,515 |