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Miller Howard Investments Inc.

CIK 903947 · latest 13F filed 31 July 2026 · Read the filing on EDGAR

Miller Howard Investments Inc. reported 152 US-listed holdings worth $3.77 billion in its 13F for the quarter ended 30 June 2026, filed 31 July 2026. Its largest: Mplx LP (3.5%), Enterprise Products Partners LP (3.1%) and Johnson & Johnson (2.7%). Against the quarter before, it opened 16 positions, added to 76, trimmed 56 and sold out of 2.

Reported holdings$3.77B+3.0% on Q1 2026
Positions152+14 on Q1 2026
The largest ten25.2%of its reported holdings
Latest 13FQ2 2026filed 31 July 2026
Where the money is
Added toHeldTrimmed
MPLX3.5%EPD3.1%JNJ2.7%ET2.7%ABBV2.6%STT2.3%TRP2.2%EWBC2.1%EXC2.0%LAMR1.9%WES1.9%ETR1.9%WMB1.8%CSCO1.8%138 more67.4%

The 14 largest of its 152 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $3.24 billion in 195 positions$3.24BQ3 24Q4 2024: $3.04 billion in 136 positions$3.04BQ4 24Q1 2025: $3.14 billion in 139 positions$3.14BQ1 25Q2 2025: $3.15 billion in 136 positions$3.15BQ2 25Q3 2025: $3.28 billion in 135 positions$3.28BQ3 25Q4 2025: $3.31 billion in 140 positions$3.31BQ4 25Q1 2026: $3.66 billion in 138 positions$3.66BQ1 26Q2 2026: $3.77 billion in 152 positions$3.77BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 16Added 76Held 4Trimmed 56Sold out 2
Opened: 16Added: 76Held: 4Trimmed: 56Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 16

  1. McDonald's Corp. MCD$52.9 million
  2. Brixmor Property Group Inc. BRX$22.3 million
  3. HCA Healthcare, Inc. HCA$3.6 million
  4. ExxonMobil Holdings Corp. XOM$1.2 million
  5. California Resources Corp. CRC$1.1 million
  6. GE Vernova Inc. GEV$359,507
  7. Nextpower Inc. NXT$323,703
  8. Solaredge Technologies, Inc. SEDG$320,076

and 8 more in the table below

Added to 76

  1. Coca-Cola Co. KO+269,857 shares · +83%
  2. M&T Bank Corp. MTB+52,748 shares · +25%
  3. Medtronic plc MDT+136,691 shares · +19%
  4. U.S. Bancorp USB+176,534 shares · +22%
  5. Sunoco Lp/sunoco Fin Corp. SUN+157,876 shares · +19%
  6. Sunococorp LLC C SUNC+154,511 shares · +174%
  7. Verizon Communications Inc. VZ+241,334 shares · +22%
  8. Hormel Foods Corp. HRL+337,446 shares · +24%

and 68 more in the table below

Trimmed 56

  1. Bank of New York Mellon Corp. BNY-354,378 shares · -93%
  2. Comcast Corp. CMCSA-1.3 million shares · -99%
  3. GSK plc GSK-447,283 shares · -27%
  4. Old Republic International Corp. ORI-548,016 shares · -33%
  5. State Street Corp. STT-92,314 shares · -15%
  6. CME Group Inc. CME-36,060 shares · -18%
  7. Genesis Energy L P GEL-554,220 shares · -28%
  8. iShares Select Dividend ETF DVY-33,953 shares · -18%

and 48 more in the table below

Sold out of 2

  1. United Parcel Service Inc. UPS$2.6 million last quarter
  2. Coterra Energy Inc. CTRA$1.4 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Mplx LP MPLX2,325,809$131.0 million3.48%+86,115
Enterprise Products Partners LP EPD3,211,891$118.1 million3.13%+51,685
Johnson & Johnson JNJ403,524$102.5 million2.72%-772
Energy Transfer LP ET5,314,984$101.6 million2.70%+98,137
AbbVie Inc. ABBV396,657$99.8 million2.65%-1,341
State Street Corp. STT503,296$85.4 million2.26%-92,314
TC Energy Corporation TRP1,270,274$84.2 million2.23%-24,244
East West Bancorp Inc. EWBC612,470$79.1 million2.10%+6
Exelon Corp. EXC1,620,430$75.5 million2.00%-64,639
Lamar Advertising Co. LAMR469,463$73.2 million1.94%+1,437
Western Midstream Partners L WES1,648,942$72.2 million1.91%+63,967
Entergy Corp. ETR627,738$72.1 million1.91%+8,501
Williams Companies, Inc. WMB905,934$67.3 million1.79%+35,829
Cisco Systems, Inc. CSCO568,258$66.7 million1.77%-5,829
Medtronic plc MDT851,494$66.6 million1.77%+136,691
Plains All American Pipeline L.p./plains All American Finance Co. PAA2,992,424$66.6 million1.77%+190,823
Citigroup Inc. C471,274$66.0 million1.75%+1,306
Sunoco Lp/sunoco Fin Corp. SUN974,109$65.8 million1.74%+157,876
Targa Resources Corp. TRGP241,917$64.9 million1.72%+11,325
M&T Bank Corp. MTB265,769$63.3 million1.68%+52,748
Enbridge Inc ENB1,166,580$63.2 million1.68%-4,098
ConocoPhillips COP607,766$63.2 million1.68%-2,134
GSK plc GSK1,182,068$62.0 million1.64%-447,283
Bank of America Corp. BAC1,038,466$59.2 million1.57%+1,600
U.S. Bancorp USB972,853$58.8 million1.56%+176,534
Hess Midstream LP HESM1,558,131$58.6 million1.55%+66,232
Host Hotels & Resorts, Inc. HST2,418,633$57.3 million1.52%+673
Snap-on Inc. SNA140,879$56.7 million1.50%-203
Verizon Communications Inc. VZ1,338,840$56.7 million1.50%+241,334
Canadian Natural Resources Limited CNQ1,433,802$56.6 million1.50%-6,323
Kinder Morgan, Inc. KMI1,766,361$56.5 million1.50%-56,544
Goldman Sachs Group Inc. GS53,517$54.1 million1.44%-340
McDonald's Corp. MCD195,848$52.9 million1.40%new
Texas Instruments Inc. TXN176,722$52.7 million1.40%+376
Equity Lifestyle Properties Inc. ELS792,528$51.1 million1.36%-7,433
Phillips 66 PSX293,135$49.6 million1.31%-1,085
Gilead Sciences, Inc. GILD392,122$49.5 million1.31%-1,116
Paychex Inc. PAYX503,623$49.5 million1.31%+73,075
Regions Financial Corp. RF1,601,010$48.4 million1.28%+11,473
Coca-Cola Co. KO593,133$48.2 million1.28%+269,857
Old Republic International Corp. ORI1,110,934$45.5 million1.21%-548,016
Hormel Foods Corp. HRL1,761,166$43.7 million1.16%+337,446
CMS Energy Corp. CMS571,159$43.7 million1.16%+8,057
Omnicom Group Inc. OMC580,248$42.3 million1.12%-1,721
Eastman Chemical Co. EMN603,100$40.4 million1.07%+2,732
Cheniere Energy Inc. LNG166,050$39.7 million1.05%+1,140
Nutrien Ltd. NTR608,140$38.3 million1.02%-1,966
CME Group Inc. CME159,373$35.2 million0.93%-36,060
OGE Energy Corp. OGE705,897$34.3 million0.91%+770
Plains GP Hldgs L P PAGP1,395,186$33.9 million0.90%-26,332
ONEOK Inc. OKE368,104$32.0 million0.85%+9,787
DT Midstream, Inc. DTM210,124$30.8 million0.82%-28,492
Gap Inc. GAP1,624,040$30.3 million0.80%-79,981
Antero Midstream Corp. AM1,104,337$25.1 million0.67%-34,537
iShares Select Dividend ETF DVY150,229$23.5 million0.62%-33,953
Stag Industrial, Inc. STAG586,882$22.3 million0.59%-103
Keyera Corp. Com556,221$22.3 million0.59%-33,650
Brixmor Property Group Inc. BRX707,245$22.3 million0.59%new
Pembina Pipeline Corp PBA465,233$21.5 million0.57%-102,480
Genesis Energy L P GEL1,423,389$20.2 million0.54%-554,220
South Bow Corp. SOBO496,936$17.5 million0.46%-30,853
Sempra SRE181,540$16.8 million0.45%+9,328
Sunococorp LLC C SUNC243,124$16.5 million0.44%+154,511
Centerpoint Energy Inc. CNP361,649$15.9 million0.42%+19,572
NextEra Energy Inc. NEE167,152$14.7 million0.39%+8,122
Xcel Energy Inc. XEL157,444$12.6 million0.34%+15,805
CSX Corp. CSX253,619$12.1 million0.32%+14,802
Ameren Corp. AEE105,102$11.9 million0.32%+5,405
Constellation Energy Corp. CEG46,548$11.6 million0.31%+1,977
PPL Corp. PPL301,386$11.0 million0.29%+18,754
American Tower Corp. AMT66,322$10.8 million0.29%+4,985
Waste Management Inc. WM48,031$10.7 million0.28%+2,612
Marathon Petroleum Corp. MPC41,782$10.7 million0.28%-5,315
National Grid plc NGG127,803$10.6 million0.28%+7,313
Equinix Inc. EQIX9,452$9.9 million0.26%+838
Nisource Inc. NI203,816$9.7 million0.26%+9,976
Atmos Energy Corp. ATO55,277$9.5 million0.25%+3,482
Gibson Energy Inc. Com451,240$9.1 million0.24%-27,300
Union Pacific Corp. UNP32,057$8.7 million0.23%+1,956
American Water Works Company, Inc. AWK62,419$8.2 million0.22%+3,952
T-Mobile US, Inc. TMUS47,149$7.9 million0.21%+442
FedEx Corp. FDX24,502$7.7 million0.20%+6,485
Valero Energy Corp. VLO25,899$6.7 million0.18%-619
Kinetik Holdings Inc. KNTK138,735$6.7 million0.18%-7,582
Cheniere Energy Partners LP CQP107,301$6.5 million0.17%+6,035
AT&T Inc. T286,386$5.9 million0.16%+1,964
Antero Resources Corp. AR151,971$5.3 million0.14%-3,403
Ferrovial SE FER75,656$5.2 million0.14%+5,935
Waste Connections Inc. WCN30,917$5.2 million0.14%-1,666
American Electric Power Co. Inc. AEP36,648$5.0 million0.13%+1,300
Suncor Energy Inc. SU92,998$5.0 million0.13%-2,130
Vistra Corp. VST28,898$4.6 million0.12%+998
Rockpoint Gas Storage Inc. Clas217,242$4.5 million0.12%-13,150
Occidental Petroleum Corp. OXY86,785$4.2 million0.11%-2,036
APA Corp. APA115,181$3.8 million0.10%-2,520
Bank of New York Mellon Corp. BNY25,543$3.7 million0.10%-354,378
Southern Co. SO38,342$3.7 million0.10%+1,366
Gulfport Energy Corp. GPOR21,262$3.6 million0.10%-520
HCA Healthcare, Inc. HCA9,141$3.6 million0.09%new
Chord Energy Corp. CHRD29,833$3.4 million0.09%-659
Select Sector SPDR Trust XLU63,851$2.9 million0.08%+45,852
Duke Energy Corp. DUK22,232$2.8 million0.07%+787
DTE Energy Co. DTE17,224$2.6 million0.07%+608
Dominion Energy, Inc. D38,159$2.6 million0.07%+1,344
Public Service Enterprise Group Inc. PEG30,502$2.5 million0.07%+1,048
Alliant Energy Corp. LNT31,184$2.4 million0.06%+1,095
WEC Energy Group, Inc. WEC19,363$2.3 million0.06%+684
Select Water Solutions Inc. WTTR106,172$2.1 million0.06%-155,204
Baker Hughes Co. BKR38,161$2.1 million0.06%-895
Evergy, Inc. EVRG23,598$2.0 million0.05%+828
Ovintiv Inc. OVV38,530$2.0 million0.05%-697
Liberty Energy Inc. LBRT72,261$1.9 million0.05%-1,641
Chevron Corp. CVX10,767$1.8 million0.05%-242
Pg&E Corp. PCG94,678$1.6 million0.04%+3,382
MDU Resources Group Inc. MDU75,038$1.6 million0.04%+2,665
Fortis Inc. FTS25,499$1.5 million0.04%+886
Halliburton Co. HAL41,463$1.4 million0.04%-963
Black Hills Corp. BKH17,119$1.3 million0.03%+603
NRG Energy, Inc. NRG8,680$1.3 million0.03%+321
Broadcom Inc. AVGO3,109$1.2 million0.03%-102
ExxonMobil Holdings Corp. XOM8,454$1.2 million0.03%new
One Gas, Inc. OGS14,910$1.1 million0.03%+531
California Resources Corp. CRC20,275$1.1 million0.03%new
Eversource Energy ES14,808$1.1 million0.03%+534
JPMorgan Chase & Co. JPM3,107$1.0 million0.03%-1,203
Range Resources Corp. RRC26,612$989,7000.03%-520
Cardinal Health Inc. CAH3,926$932,7750.02%no change
Bloom Energy Corp. BE2,759$835,1490.02%+661
Jefferies Financial Group Inc. JEF10,005$500,0580.01%-1,838
Royal Bank of Canada RY2,337$483,6250.01%-397
iShares Russell 1000 Value Inde IWD1,900$460,6240.01%+753
NetApp, Inc. NTAP2,667$412,7450.01%+525
TotalEnergies SE TTE4,624$359,5630.01%-591
GE Vernova Inc. GEV306$359,5070.01%new
Nextpower Inc. NXT2,717$323,7030.01%new
Solaredge Technologies, Inc. SEDG5,477$320,0760.01%new
ExxonMobil Holdings Corp. XOM2,267$309,9440.01%-8,668
Generac Holdings Inc. GNRC965$282,5620.01%new
Comcast Corp. CMCSA11,079$271,9890.01%-1,267,616
Freyr Battery Inc. TE28,212$267,4500.01%+11,729
Enphase Energy, Inc. ENPH5,258$258,9040.01%new
Ballard Power Systems Inc. BLDP59,216$230,3500.01%+30,191
Clearway Energy, Inc. CWEN6,396$218,6150.01%new
Cummins Inc. CMI305$217,5290.01%new
Camden Property Trust CPT1,785$204,3650.01%new
Shoals Technologies Group in SHLS18,091$179,1010.00%+7,521
Plug Power Inc. PLUG55,060$149,2130.00%+28,423
Transalta Corp. TAC10,557$146,0030.00%new
Array Technologies Inc. ARRY18,139$134,4100.00%+7,541
Energy Vault Holdings Inc. NRGV26,381$124,2550.00%+10,972
Renew Energy Global PLC RNW16,423$102,6440.00%new
Eos Energy Enterprises Inc. EOSE11,610$68,2670.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.