Miller Howard Investments Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Miller Howard Investments Inc. reported 152 stock positions worth $3.8 billion. Its top holding was MPLX (MPLX) at 3.5% of the portfolio, followed by Enterprise Products Partners (EPD, 3.1%) and Johnson & Johnson (JNJ, 2.7%). Compared with Q1 2026, it opened 16 new positions, sold out of 2, added to 78 and reduced 57. The biggest buy was a new position in McDonald's (MCD) and the biggest sale Bank of New York Mellon (BNY, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTON, NY
- CIK
- 0000903947
- Portfolio Value
- $3.8B (Q2 2026)
- SEC Filing
- 0000903947-26-000003 ↗ filed Jul 31, 2026
Holdings Value
Holdings 152 stocks · $3.8B
| MPLX MPLX LP | 3.48% | 2,325,809 | $131.0M | Add +3.8% |
| EPD Enterprise Products Partners | 3.13% | 3,211,891 | $118.1M | Add +1.6% |
| JNJ Johnson & Johnson | 2.72% | 403,524 | $102.5M | Reduce -0.2% |
| ET Energy Transfer LP | 2.70% | 5,314,984 | $101.6M | Add +1.9% |
| ABBV Abbvie Inc. | 2.65% | 396,657 | $99.8M | Reduce -0.3% |
| STT State Street Corp. | 2.26% | 503,296 | $85.4M | Reduce -15.5% |
| TRP TC Energy Corp. | 2.23% | 1,270,274 | $84.2M | Reduce -1.9% |
| EWBC East West Bancorp Inc. | 2.10% | 612,470 | $79.1M | Add +0.0% |
| EXC Exelon Corp. | 2.00% | 1,620,430 | $75.5M | Reduce -3.8% |
| LAMR Lamar Advertising Co. Class A | 1.94% | 469,463 | $73.2M | Add +0.3% |
| WES Western Midstream Partners L | 1.91% | 1,648,942 | $72.2M | Add +4.0% |
| ETR Entergy Corp. | 1.91% | 627,738 | $72.1M | Add +1.4% |
| WMB Williams Cos Inc. | 1.79% | 905,934 | $67.3M | Add +4.1% |
| CSCO Cisco Systems Inc. | 1.77% | 568,258 | $66.7M | Reduce -1.0% |
| MDT Medtronic PLC | 1.77% | 851,494 | $66.6M | Add +19.1% |
| PAA Plains All Amer Pipeline LP | 1.77% | 2,992,424 | $66.6M | Add +6.8% |
| C Citigroup Inc. | 1.75% | 471,274 | $66.0M | Add +0.3% |
| SUN Sunoco LP | 1.74% | 974,109 | $65.8M | Add +19.3% |
| TRGP Targa Resources Corp. | 1.72% | 241,917 | $64.9M | Add +4.9% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 1.68% | 265,769 | $63.3M | Add +24.8% |
| ENB Enbridge Inc. | 1.68% | 1,166,580 | $63.2M | Reduce -0.3% |
| COP Conocophillips | 1.68% | 607,766 | $63.2M | Reduce -0.3% |
| GSK GSK PLC-Spon ADR | 1.64% | 1,182,068 | $62.0M | Reduce -27.4% |
| BAC Bank of America Corp. | 1.57% | 1,038,466 | $59.2M | Add +0.1% |
| USB US Bancorp | 1.56% | 972,853 | $58.8M | Add +22.2% |
| HESM Hess Midstream LP Class A | 1.55% | 1,558,131 | $58.6M | Add +4.4% |
| HST Host Hotels & Resorts Inc. | 1.52% | 2,418,633 | $57.3M | Add +0.0% |
| SNA Snap-on Inc. | 1.50% | 140,879 | $56.7M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 1.50% | 1,338,840 | $56.7M | Add +22.0% |
| CNQ Canadian Natural Resources | 1.50% | 1,433,802 | $56.6M | Reduce -0.4% |
| KMI Kinder Morgan Inc. | 1.50% | 1,766,361 | $56.5M | Reduce -3.1% |
| GS Goldman Sachs Group Inc. | 1.44% | 53,517 | $54.1M | Reduce -0.6% |
| MCD McDonald's Corp. | 1.40% | 195,848 | $52.9M | New |
| TXN Texas Instruments Inc. | 1.40% | 176,722 | $52.7M | Add +0.2% |
| ELS Equity Lifestyle Properties | 1.36% | 792,528 | $51.1M | Reduce -0.9% |
| PSX Phillips 66 | 1.31% | 293,135 | $49.6M | Reduce -0.4% |
| GILD Gilead Sciences Inc. | 1.31% | 392,122 | $49.5M | Reduce -0.3% |
| PAYX Paychex Inc. | 1.31% | 503,623 | $49.5M | Add +17.0% |
| RF Regions Financial Corp. | 1.28% | 1,601,010 | $48.4M | Add +0.7% |
| KO The Coca-Cola Co. | 1.28% | 593,133 | $48.2M | Add +83.5% |
| ORI Old Republic Intl Corp. | 1.21% | 1,110,934 | $45.5M | Reduce -33.0% |
| HRL Hormel Foods Corp. | 1.16% | 1,761,166 | $43.7M | Add +23.7% |
| CMS CMS Energy Corp. | 1.16% | 571,159 | $43.7M | Add +1.4% |
| OMC Omnicom Group | 1.12% | 580,248 | $42.3M | Reduce -0.3% |
| EMN Eastman Chemical Co. | 1.07% | 603,100 | $40.4M | Add +0.5% |
| LNG Cheniere Energy Inc. | 1.05% | 166,050 | $39.7M | Add +0.7% |
| NTR Nutrien Ltd. | 1.02% | 608,140 | $38.3M | Reduce -0.3% |
| CME Cme Group Inc. | 0.93% | 159,373 | $35.2M | Reduce -18.4% |
| OGE Oge Energy Corp. | 0.91% | 705,897 | $34.3M | Add +0.1% |
| PAGP Plains GP Holdings LP | 0.90% | 1,395,186 | $33.9M | Reduce -1.9% |
| OKE Oneok Inc. | 0.85% | 368,104 | $32.0M | Add +2.7% |
| DTM DT Midstream Inc. | 0.82% | 210,124 | $30.8M | Reduce -11.9% |
| GAP The Gap Inc. | 0.80% | 1,624,040 | $30.3M | Reduce -4.7% |
| AM Antero Midstream Corp. | 0.67% | 1,104,337 | $25.1M | Reduce -3.0% |
| DVY iShares Select Dividend ETF | 0.62% | 150,229 | $23.5M | Reduce -18.4% |
| STAG Stag Industrial Inc. | 0.59% | 586,882 | $22.3M | Reduce -0.0% |
| KEYERA CORP COM | 0.59% | 556,221 | $22.3M | Reduce -5.7% |
| BRX Brixmor Property Group Inc. | 0.59% | 707,245 | $22.3M | New |
| PBA Pembina Pipeline Corp. | 0.57% | 465,233 | $21.5M | Reduce -18.1% |
| GEL Genesis Energy L.P. | 0.54% | 1,423,389 | $20.2M | Reduce -28.0% |
| SOBO South Bow Corp. | 0.46% | 496,936 | $17.5M | Reduce -5.8% |
| SRE Sempra | 0.45% | 181,540 | $16.8M | Add +5.4% |
| SUNC Sunococorp LLC | 0.44% | 243,124 | $16.5M | Add +174.4% |
| CNP Centerpoint Energy Inc. | 0.42% | 361,649 | $15.9M | Add +5.7% |
| NEE Nextera Energy Inc. | 0.39% | 167,152 | $14.7M | Add +5.1% |
| XEL Xcel Energy Inc. | 0.34% | 157,444 | $12.6M | Add +11.2% |
| CSX CSX Corp. | 0.32% | 253,619 | $12.1M | Add +6.2% |
| AEE Ameren Corporation | 0.32% | 105,102 | $11.9M | Add +5.4% |
| CEG Constellation Energy | 0.31% | 46,548 | $11.6M | Add +4.4% |
| PPL PPL Corp. | 0.29% | 301,386 | $11.0M | Add +6.6% |
| AMT American Tower Corp. | 0.29% | 66,322 | $10.8M | Add +8.1% |
| WM Waste Management Inc. | 0.28% | 48,031 | $10.7M | Add +5.8% |
| MPC Marathon Petroleum Corp. | 0.28% | 41,782 | $10.7M | Reduce -11.3% |
| NGG National Grid PLC-SP ADR | 0.28% | 127,803 | $10.6M | Add +6.1% |
| EQIX Equinix Inc. | 0.26% | 9,452 | $9.9M | Add +9.7% |
| NI Nisource Inc. | 0.26% | 203,816 | $9.7M | Add +5.2% |
| ATO Atmos Energy Corp. | 0.25% | 55,277 | $9.5M | Add +6.7% |
| GIBSON ENERGY INC COM | 0.24% | 451,240 | $9.1M | Reduce -5.7% |
| UNP Union Pacific Corp. | 0.23% | 32,057 | $8.7M | Add +6.5% |
| AWK American Water Works Co. Inc. | 0.22% | 62,419 | $8.2M | Add +6.8% |
| TMUS T-Mobile US Inc. | 0.21% | 47,149 | $7.9M | Add +0.9% |
| FDX FedEx Corp. | 0.20% | 24,502 | $7.7M | Add +36.0% |
| VLO Valero Energy Corp. | 0.18% | 25,899 | $6.7M | Reduce -2.3% |
| KNTK Kinetik Holdings Inc. | 0.18% | 138,735 | $6.7M | Reduce -5.2% |
| CQP Cheniere Energy Partners LP | 0.17% | 107,301 | $6.5M | Add +6.0% |
| T AT&T Inc. | 0.16% | 286,386 | $5.9M | Add +0.7% |
| AR Antero Resources Corp. | 0.14% | 151,971 | $5.3M | Reduce -2.2% |
| FER Ferrovial NV | 0.14% | 75,656 | $5.2M | Add +8.5% |
| WCN Waste Connections Inc. | 0.14% | 30,917 | $5.2M | Reduce -5.1% |
| AEP American Electric Power | 0.13% | 36,648 | $5.0M | Add +3.7% |
| SU Suncor Energy Inc. | 0.13% | 92,998 | $5.0M | Reduce -2.2% |
| VST Vistra Corp. | 0.12% | 28,898 | $4.6M | Add +3.6% |
| RPGSF Rockpoint Gas Storag Class A | 0.12% | 217,242 | $4.5M | Reduce -5.7% |
| OXY Occidental Petroleum Corp. | 0.11% | 86,785 | $4.2M | Reduce -2.3% |
| APA Apa Corp. | 0.10% | 115,181 | $3.8M | Reduce -2.1% |
| BNY Bank of New York Mellon Corp. | 0.10% | 25,543 | $3.7M | Reduce -93.3% |
| SO The Southern Co. | 0.10% | 38,342 | $3.7M | Add +3.7% |
| GPOR Gulfport Energy Corp. | 0.10% | 21,262 | $3.6M | Reduce -2.4% |
| HCA HCA Healthcare Inc. | 0.09% | 9,141 | $3.6M | New |
| CHRD Chord Energy Corp. | 0.09% | 29,833 | $3.4M | Reduce -2.2% |
Portfolio Sells Q1 2026 → Q2 2026
| BNY Bank of New York Mellon Corp. | Reduce -93.3% | 0.10% | −1.13 |
| CMCSA Comcast Corp. Class A | Reduce -99.1% | 0.01% | −1.00 |
| GSK GSK PLC-Spon ADR | Reduce -27.4% | 1.64% | −0.81 |
| CME Cme Group Inc. | Reduce -18.4% | 0.93% | −0.64 |
| ORI Old Republic Intl Corp. | Reduce -33.0% | 1.21% | −0.60 |
| COP Conocophillips | Reduce -0.3% | 1.68% | −0.52 |
| GEL Genesis Energy L.P. | Reduce -28.0% | 0.54% | −0.43 |
| CNQ Canadian Natural Resources | Reduce -0.4% | 1.50% | −0.42 |
| GAP The Gap Inc. | Reduce -4.7% | 0.80% | −0.32 |
| EXC Exelon Corp. | Reduce -3.8% | 2.00% | −0.25 |
| NTR Nutrien Ltd. | Reduce -0.3% | 1.02% | −0.24 |
| GILD Gilead Sciences Inc. | Reduce -0.3% | 1.31% | −0.18 |
| KMI Kinder Morgan Inc. | Reduce -3.1% | 1.50% | −0.17 |
| PSX Phillips 66 | Reduce -0.4% | 1.31% | −0.15 |
| DVY iShares Select Dividend ETF | Reduce -18.4% | 0.62% | −0.14 |
| PBA Pembina Pipeline Corp. | Reduce -18.1% | 0.57% | −0.12 |
| OMC Omnicom Group | Reduce -0.3% | 1.12% | −0.08 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.07 |
| DTM DT Midstream Inc. | Reduce -11.9% | 0.82% | −0.06 |
| ENB Enbridge Inc. | Reduce -0.3% | 1.68% | −0.05 |
| WTTR Select Water Solutions Inc. | Reduce -59.4% | 0.06% | −0.05 |
| OXY Occidental Petroleum Corp. | Reduce -2.3% | 0.11% | −0.05 |
| PAGP Plains GP Holdings LP | Reduce -1.9% | 0.90% | −0.04 |
| AM Antero Midstream Corp. | Reduce -3.0% | 0.67% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -79.3% | 0.01% | −0.04 |
| SU Suncor Energy Inc. | Reduce -2.2% | 0.13% | −0.04 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.04 |
| AR Antero Resources Corp. | Reduce -2.2% | 0.14% | −0.04 |
| APA Apa Corp. | Reduce -2.1% | 0.10% | −0.04 |
| GIBSON ENERGY INC COM | Reduce -5.7% | 0.24% | −0.04 |
| MPC Marathon Petroleum Corp. | Reduce -11.3% | 0.28% | −0.03 |
| GPOR Gulfport Energy Corp. | Reduce -2.4% | 0.10% | −0.03 |
| KEYERA CORP COM | Reduce -5.7% | 0.59% | −0.03 |
| CHRD Chord Energy Corp. | Reduce -2.2% | 0.09% | −0.03 |
| SOBO South Bow Corp. | Reduce -5.8% | 0.46% | −0.02 |
| KNTK Kinetik Holdings Inc. | Reduce -5.2% | 0.18% | −0.02 |
| CVX Chevron Corp. | Reduce -2.2% | 0.05% | −0.01 |
| OVV Ovintiv Inc. | Reduce -1.8% | 0.05% | −0.01 |
| ELS Equity Lifestyle Properties | Reduce -0.9% | 1.36% | −0.01 |
| BKR Baker Hughes Co. | Reduce -2.3% | 0.06% | −0.01 |
| LBRT Liberty Energy Inc. | Reduce -2.2% | 0.05% | −0.01 |
| HAL Halliburton Co. | Reduce -2.3% | 0.04% | −0.01 |
| WCN Waste Connections Inc. | Reduce -5.1% | 0.14% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -27.9% | 0.03% | −0.01 |
| RRC Range Resources Corp. | Reduce -1.9% | 0.03% | −0.01 |
| RPGSF Rockpoint Gas Storag Class A | Reduce -5.7% | 0.12% | −0.01 |
| TTE Totalenergies SE | Reduce -11.3% | 0.01% | −0.00 |
| JEF Jefferies Financial Group Inc. | Reduce -15.5% | 0.01% | −0.00 |
| VLO Valero Energy Corp. | Reduce -2.3% | 0.18% | −0.00 |
| RY Royal Bank of Canada | Reduce -14.5% | 0.01% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| MCD McDonald's Corp. | New | 1.40% | +1.40 |
| KO The Coca-Cola Co. | Add +83.5% | 1.28% | +0.61 |
| BRX Brixmor Property Group Inc. | New | 0.59% | +0.59 |
| MTB M & T Bank Corp. | Add +24.8% | 1.68% | +0.47 |
| TXN Texas Instruments Inc. | Add +0.2% | 1.40% | +0.46 |
| USB US Bancorp | Add +22.2% | 1.56% | +0.43 |
| LAMR Lamar Advertising Co. Class A | Add +0.3% | 1.94% | +0.32 |
| EWBC East West Bancorp Inc. | Add +0.0% | 2.10% | +0.31 |
| SUN Sunoco LP | Add +19.3% | 1.74% | +0.29 |
| C Citigroup Inc. | Add +0.3% | 1.75% | +0.29 |
| SUNC Sunococorp LLC | Add +174.4% | 0.44% | +0.29 |
| HRL Hormel Foods Corp. | Add +23.7% | 1.16% | +0.28 |
| HST Host Hotels & Resorts Inc. | Add +0.0% | 1.52% | +0.26 |
| PAYX Paychex Inc. | Add +17.0% | 1.31% | +0.23 |
| BAC Bank of America Corp. | Add +0.1% | 1.57% | +0.19 |
| RF Regions Financial Corp. | Add +0.7% | 1.28% | +0.15 |
| TRGP Targa Resources Corp. | Add +4.9% | 1.72% | +0.14 |
| WES Western Midstream Partners L | Add +4.0% | 1.91% | +0.13 |
| HCA HCA Healthcare Inc. | New | 0.09% | +0.09 |
| MDT Medtronic PLC | Add +19.1% | 1.77% | +0.07 |
| PAA Plains All Amer Pipeline LP | Add +6.8% | 1.77% | +0.06 |
| WMB Williams Cos Inc. | Add +4.1% | 1.79% | +0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +254.8% | 0.08% | +0.05 |
| CSX CSX Corp. | Add +6.2% | 0.32% | +0.05 |
| UNP Union Pacific Corp. | Add +6.5% | 0.23% | +0.03 |
| XOM Exxonmobil Holdings Corp. | New | 0.03% | +0.03 |
| EQIX Equinix Inc. | Add +9.7% | 0.26% | +0.03 |
| CRC California Resources Corp. | New | 0.03% | +0.03 |
| FDX FedEx Corp. | Add +36.0% | 0.20% | +0.03 |
| XEL Xcel Energy Inc. | Add +11.2% | 0.34% | +0.03 |
| CNP Centerpoint Energy Inc. | Add +5.7% | 0.42% | +0.02 |
| AEE Ameren Corporation | Add +5.4% | 0.32% | +0.02 |
| BE Bloom Energy Corp. Class A | Add +31.5% | 0.02% | +0.01 |
| FER Ferrovial NV | Add +8.5% | 0.14% | +0.01 |
| ETR Entergy Corp. | Add +1.4% | 1.91% | +0.01 |
| NI Nisource Inc. | Add +5.2% | 0.26% | +0.01 |
| GEV GE Vernova Inc. | New | 0.01% | +0.01 |
| NXT Nextpower Inc. | New | 0.01% | +0.01 |
| SEDG Solaredge Technologies Inc. | New | 0.01% | +0.01 |
| GNRC Generac Holdings Inc. | New | 0.01% | +0.01 |
| VST Vistra Corp. | Add +3.6% | 0.12% | +0.01 |
| D Dominion Energy Inc. | Add +3.6% | 0.07% | +0.01 |
| ENPH Enphase Energy Inc. | New | 0.01% | +0.01 |
| AEP American Electric Power | Add +3.7% | 0.13% | +0.01 |
| CWEN Clearway Energy Inc. Class C | New | 0.01% | +0.01 |
| CMI Cummins Inc. | New | 0.01% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +65.7% | 0.01% | +0.01 |
| CPT Camden Property Trust | New | 0.01% | +0.01 |
| TE T1 Energy Inc. | Add +71.2% | 0.01% | +0.01 |
| NTAP Netapp Inc. | Add +24.5% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 152 | $3.8B | MPLX, EPD, JNJ, ET, ABBV |
| Q1 2026 | 138 | $3.7B | MPLX, EPD, ET, JNJ, GSK |
| Q4 2025 | 140 | $3.3B | MPLX, JNJ, EPD, CSCO, ABBV |
| Q3 2025 | 135 | $3.3B | MPLX, EPD, JNJ, ABBV, ET |
| Q2 2025 | 136 | $3.2B | MPLX, EPD, ET, CSCO, PAYX |
| Q1 2025 | 139 | $3.1B | MPLX, EPD, ET, JNJ, ABBV |
| Q4 2024 | 136 | $3.0B | MPLX, ET, JEF, EPD, GS |
| Q3 2024 | 195 | $3.2B | MPLX, ET, EPD, GILD, KO |
| Q2 2024 | 192 | $3.0B | MPLX, ET, EPD, ABBV, GS |
| Q1 2024 | 192 | $3.0B | MPLX, EPD, ET, ABBV, AVGO |