Miller Howard Investments Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Miller Howard Investments Inc. reported 192 stock positions worth $3.0 billion. Its top holding was MPLX (MPLX) at 3.6% of the portfolio, followed by Energy Transfer (ET, 3.3%) and Enterprise Products Partners (EPD, 3.0%). Compared with Q1 2024, it opened 12 new positions, sold out of 12, added to 100 and reduced 72. The biggest buy was a new position in Robert Half (RHI) and the biggest sale Broadcom (AVGO, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTON, NY
- CIK
- 0000903947
- Portfolio Value
- $3.0B (Q2 2024)
- SEC Filing
- 0000903947-24-000003 ↗ filed Jul 26, 2024
Holdings Value
Holdings 192 stocks · $3.0B
| MPLX MPLX LP | 3.63% | 2,571,817 | $109.5M | Add +7.8% |
| ET Energy Transfer LP | 3.35% | 6,217,181 | $100.8M | Add +4.1% |
| EPD Enterprise Products Partners | 3.02% | 3,144,365 | $91.1M | Reduce -2.4% |
| ABBV Abbvie Inc. | 2.56% | 450,670 | $77.3M | Reduce -1.4% |
| GS Goldman Sachs Group Inc. | 2.48% | 165,550 | $74.9M | Reduce -1.7% |
| GILD Gilead Sciences Inc. | 2.43% | 1,068,251 | $73.3M | Add +51.7% |
| KO The Coca-Cola Co. | 2.43% | 1,149,460 | $73.2M | Reduce -1.5% |
| ORI Old Republic Intl Corp. | 2.41% | 2,351,207 | $72.7M | Reduce -1.5% |
| JNJ Johnson & Johnson | 2.28% | 470,486 | $68.8M | Add +6.0% |
| JEF Jefferies Financial Group Inc. | 2.25% | 1,360,614 | $67.7M | Reduce -1.6% |
| PAYX Paychex Inc. | 2.24% | 569,316 | $67.5M | Reduce -1.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.17% | 1,090,881 | $65.3M | Reduce -1.6% |
| CNQ Canadian Natural Resources | 2.03% | 1,722,123 | $61.3M | Reduce -5.0% |
| JPM JPMorgan Chase & Co. | 2.00% | 298,594 | $60.4M | Reduce -2.2% |
| MDT Medtronic PLC | 2.00% | 764,254 | $60.2M | Add +20.0% |
| CMCSA Comcast Corp. Class A | 1.93% | 1,488,915 | $58.3M | Reduce -2.8% |
| WES Western Midstream Partners L | 1.92% | 1,458,530 | $57.9M | Add +2.8% |
| CSCO Cisco Systems Inc. | 1.92% | 1,214,825 | $57.7M | Reduce -8.3% |
| LYB Lyondellbasell Indu Class A | 1.88% | 592,850 | $56.7M | Add +19.7% |
| TTE Totalenergies SE -Spon ADR | 1.84% | 831,865 | $55.5M | Reduce -1.2% |
| RY Royal Bank of Canada | 1.78% | 504,388 | $53.7M | Reduce -1.5% |
| EXC Exelon Corp. | 1.77% | 1,541,009 | $53.3M | Reduce -1.4% |
| IPG Interpublic Group of Cos Inc. | 1.71% | 1,772,842 | $51.6M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 1.58% | 384,847 | $47.6M | Reduce -1.6% |
| EWBC East West Bancorp Inc. | 1.58% | 649,708 | $47.6M | Add +30.6% |
| PAA Plains All Amer Pipeline LP | 1.51% | 2,548,723 | $45.5M | Add +1.9% |
| TXN Texas Instruments Inc. | 1.49% | 231,527 | $45.0M | Reduce -42.3% |
| TRGP Targa Resources Corp. | 1.47% | 344,299 | $44.3M | Add +14.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.46% | 1,105,077 | $43.9M | Reduce -1.5% |
| PSX Phillips 66 | 1.40% | 299,768 | $42.3M | Reduce -2.4% |
| CAG Conagra Brands Inc. | 1.36% | 1,446,775 | $41.1M | Add +523.8% |
| LAMR Lamar Advertising Co. Class A | 1.32% | 332,033 | $39.7M | Reduce -14.3% |
| CMS CMS Energy Corp. | 1.29% | 653,543 | $38.9M | Reduce -1.0% |
| HST Host Hotels & Resorts Inc. | 1.28% | 2,153,826 | $38.7M | Reduce -11.1% |
| DVY iShares Select Dividend ETF | 1.26% | 315,140 | $38.1M | Add +400.3% |
| AM Antero Midstream Corp. | 1.25% | 2,565,887 | $37.8M | Add +0.0% |
| WMB Williams Cos Inc. | 1.22% | 863,345 | $36.7M | Add +12.7% |
| RHI Robert Half Inc. | 1.17% | 552,632 | $35.4M | New |
| OKE Oneok Inc. | 1.11% | 409,382 | $33.4M | Add +20.3% |
| SUN Sunoco LP | 1.09% | 583,323 | $33.0M | Add +33.4% |
| NTR Nutrien Ltd. | 1.05% | 623,037 | $31.7M | Add +0.1% |
| OGE Oge Energy Corp. | 1.05% | 882,707 | $31.5M | Reduce -1.1% |
| ENLC Enlink Midstream LLC | 1.03% | 2,254,063 | $31.0M | Add +4.3% |
| ENB Enbridge Inc. | 0.94% | 792,116 | $28.2M | Add +2.2% |
| MAA Mid-America Apartment Comm | 0.93% | 196,823 | $28.1M | Reduce -0.3% |
| PAGP Plains GP Holdings LP | 0.90% | 1,445,248 | $27.2M | Reduce -26.1% |
| HESM Hess Midstream LP Class A | 0.87% | 722,159 | $26.3M | Add +5.4% |
| CAH Cardinal Health Inc. | 0.84% | 257,794 | $25.3M | Reduce -1.7% |
| LNG Cheniere Energy Inc. | 0.83% | 143,086 | $25.0M | Add +2.6% |
| TRP TC Energy Corp. | 0.83% | 656,619 | $24.9M | Add +25.0% |
| KMI Kinder Morgan Inc. | 0.80% | 1,219,377 | $24.2M | Add +11.6% |
| STAG Stag Industrial Inc. | 0.76% | 632,960 | $22.8M | Reduce -2.1% |
| CPT Camden Property Trust | 0.68% | 188,887 | $20.6M | Add +0.1% |
| MSM MSC Industrial Direct Co. Class A | 0.55% | 209,890 | $16.6M | Reduce -21.0% |
| PBA Pembina Pipeline Corp. | 0.52% | 425,991 | $15.8M | Add +18.9% |
| ETRN Equitrans Midstream Corp. | 0.46% | 1,075,704 | $14.0M | Add +3.9% |
| DTM DT Midstream Inc. | 0.43% | 180,506 | $12.8M | Add +4.2% |
| KEYERA CORP COM | 0.36% | 391,397 | $10.8M | Add +4.3% |
| NI Nisource Inc. | 0.30% | 315,015 | $9.1M | Reduce -0.5% |
| D Dominion Energy Inc. | 0.30% | 182,413 | $8.9M | Reduce -0.1% |
| BBY Best Buy Co. Inc. | 0.28% | 100,000 | $8.4M | New |
| ETR Entergy Corp. | 0.28% | 78,179 | $8.4M | Reduce -0.3% |
| CNP Centerpoint Energy Inc. | 0.27% | 266,195 | $8.2M | Reduce -0.8% |
| MO Altria Group Inc. | 0.27% | 180,000 | $8.2M | No change |
| SRE Sempra | 0.26% | 104,069 | $7.9M | Reduce -0.6% |
| CEG Constellation Energy | 0.26% | 38,813 | $7.8M | Reduce -0.8% |
| PPL PPL Corp. | 0.26% | 280,689 | $7.8M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 0.25% | 108,028 | $7.6M | Add +14.7% |
| EIX Edison International | 0.25% | 102,879 | $7.4M | Add +267.0% |
| AMT American Tower Corp. | 0.23% | 35,630 | $6.9M | Reduce -1.6% |
| AB Alliancebernstein Holding LP | 0.23% | 204,000 | $6.9M | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.23% | 120,000 | $6.9M | No change |
| POR Portland General Electric Co. | 0.22% | 150,202 | $6.5M | No change |
| KNTK Kinetik Holdings Inc. | 0.21% | 153,380 | $6.4M | Add +108.9% |
| OXY Occidental Petroleum Corp. | 0.21% | 100,190 | $6.3M | Add +2.2% |
| TMUS T-Mobile US Inc. | 0.21% | 35,447 | $6.2M | Add +13.3% |
| CSX CSX Corp. | 0.20% | 178,836 | $6.0M | Reduce -1.4% |
| HES Hess Corp. | 0.20% | 40,445 | $6.0M | Add +2.7% |
| PEG Public Service Enterprise GP | 0.20% | 80,663 | $5.9M | Reduce -0.9% |
| MPC Marathon Petroleum Corp. | 0.20% | 34,257 | $5.9M | Reduce -37.2% |
| APLE Apple Hospitality REIT Inc. | 0.19% | 400,189 | $5.8M | Add +0.1% |
| WM Waste Management Inc. | 0.19% | 27,268 | $5.8M | Reduce -33.9% |
| HUN Huntsman Corp. | 0.19% | 247,273 | $5.6M | Reduce -0.3% |
| HCA HCA Healthcare Inc. | 0.18% | 16,874 | $5.4M | Reduce -0.7% |
| AEE Ameren Corporation | 0.18% | 75,437 | $5.4M | Reduce -1.1% |
| O Realty Income Corp. | 0.17% | 99,060 | $5.2M | No change |
| SU Suncor Energy Inc. | 0.17% | 136,803 | $5.2M | Reduce -47.1% |
| GIBSON ENERGY INC COM | 0.17% | 305,816 | $5.2M | Add +4.3% |
| UNP Union Pacific Corp. | 0.17% | 22,789 | $5.2M | Reduce -2.0% |
| VALE Vale SA-SP ADR | 0.17% | 455,000 | $5.1M | Add +65.5% |
| CQP Cheniere Energy Partners LP | 0.16% | 99,724 | $4.9M | Add +3.2% |
| XOM Exxon Mobil Corp. | 0.16% | 40,944 | $4.7M | New |
| NGG National Grid PLC-SP ADR | 0.16% | 82,655 | $4.7M | Reduce -7.7% |
| MTN Vail Resorts Inc. | 0.15% | 25,000 | $4.5M | No change |
| CCI Crown Castle Inc. | 0.14% | 44,555 | $4.4M | Reduce -2.6% |
| COP Conocophillips | 0.14% | 37,504 | $4.3M | Add +2.3% |
| BTI British American Tob-SP ADR | 0.14% | 135,000 | $4.2M | No change |
| DINO HF Sinclair Corp. | 0.14% | 76,392 | $4.1M | Add +2.8% |
| ATO Atmos Energy Corp. | 0.12% | 30,179 | $3.5M | Add +0.3% |
| RRC Range Resources Corp. | 0.12% | 103,381 | $3.5M | Add +2.5% |
Portfolio Sells Q1 2024 → Q2 2024
| AVGO Broadcom Inc. | Reduce -98.6% | 0.04% | −2.42 |
| UPS United Parcel Service Class B | Reduce -89.1% | 0.09% | −0.82 |
| TXN Texas Instruments Inc. | Reduce -42.3% | 1.49% | −0.80 |
| NS Nustar Energy LP | Sold out | 0.00% | −0.63 |
| HST Host Hotels & Resorts Inc. | Reduce -11.1% | 1.28% | −0.36 |
| MSM MSC Industrial Direct Co. Class A | Reduce -21.0% | 0.55% | −0.29 |
| PAGP Plains GP Holdings LP | Reduce -26.1% | 0.90% | −0.27 |
| CSCO Cisco Systems Inc. | Reduce -8.3% | 1.92% | −0.26 |
| IPG Interpublic Group of Cos Inc. | Reduce -3.0% | 1.71% | −0.25 |
| CMCSA Comcast Corp. Class A | Reduce -2.8% | 1.93% | −0.24 |
| PSX Phillips 66 | Reduce -2.4% | 1.40% | −0.24 |
| CNQ Canadian Natural Resources | Reduce -5.0% | 2.03% | −0.23 |
| LAMR Lamar Advertising Co. Class A | Reduce -14.3% | 1.32% | −0.20 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.18 |
| ABBV Abbvie Inc. | Reduce -1.4% | 2.56% | −0.16 |
| MPC Marathon Petroleum Corp. | Reduce -37.2% | 0.20% | −0.16 |
| HTGC Hercules Capital Inc. | Sold out | 0.00% | −0.16 |
| EXC Exelon Corp. | Reduce -1.4% | 1.77% | −0.16 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.15 |
| SU Suncor Energy Inc. | Reduce -47.1% | 0.17% | −0.14 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −0.14 |
| SM SM Energy Co. | Reduce -94.0% | 0.01% | −0.14 |
| CAH Cardinal Health Inc. | Reduce -1.7% | 0.84% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -1.6% | 1.58% | −0.11 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.10 |
| MAIN Main Street Capital Corp. | Sold out | 0.00% | −0.10 |
| WM Waste Management Inc. | Reduce -33.9% | 0.19% | −0.10 |
| CBRL Cracker Barrel Old Country | Sold out | 0.00% | −0.10 |
| PAYX Paychex Inc. | Reduce -1.6% | 2.24% | −0.09 |
| OMF Onemain Holdings Inc. | Reduce -74.0% | 0.02% | −0.07 |
| TTE Totalenergies SE -Spon ADR | Reduce -1.2% | 1.84% | −0.06 |
| EPD Enterprise Products Partners | Reduce -2.4% | 3.02% | −0.06 |
| STAG Stag Industrial Inc. | Reduce -2.1% | 0.76% | −0.06 |
| CHRD Chord Energy Corp. | Reduce -27.1% | 0.11% | −0.05 |
| NGG National Grid PLC-SP ADR | Reduce -7.7% | 0.16% | −0.04 |
| VLO Valero Energy Corp. | Reduce -28.6% | 0.06% | −0.03 |
| HUN Huntsman Corp. | Reduce -0.3% | 0.19% | −0.03 |
| CSX CSX Corp. | Reduce -1.4% | 0.20% | −0.02 |
| KLIC Kulicke & Soffa Industries | Sold out | 0.00% | −0.02 |
| UNP Union Pacific Corp. | Reduce -2.0% | 0.17% | −0.02 |
| CMS CMS Energy Corp. | Reduce -1.0% | 1.29% | −0.02 |
| CCI Crown Castle Inc. | Reduce -2.6% | 0.14% | −0.01 |
| MEDP Medpace Holdings Inc. | Reduce -36.8% | 0.03% | −0.01 |
| AGRO Adecoagro SA | Sold out | 0.00% | −0.01 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.01 |
| AEE Ameren Corporation | Reduce -1.1% | 0.18% | −0.01 |
| FELE Franklin Electric Co. Inc. | Sold out | 0.00% | −0.01 |
| HCA HCA Healthcare Inc. | Reduce -0.7% | 0.18% | −0.01 |
| AMT American Tower Corp. | Reduce -1.6% | 0.23% | −0.01 |
| EOG EOG Resources Inc. | Reduce -6.4% | 0.06% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| RHI Robert Half Inc. | New | 1.17% | +1.17 |
| CAG Conagra Brands Inc. | Add +523.8% | 1.36% | +1.14 |
| DVY iShares Select Dividend ETF | Add +400.3% | 1.26% | +1.01 |
| GILD Gilead Sciences Inc. | Add +51.7% | 2.43% | +0.74 |
| MPLX MPLX LP | Add +7.8% | 3.63% | +0.38 |
| TRGP Targa Resources Corp. | Add +14.3% | 1.47% | +0.36 |
| EWBC East West Bancorp Inc. | Add +30.6% | 1.58% | +0.29 |
| BBY Best Buy Co. Inc. | New | 0.28% | +0.28 |
| WES Western Midstream Partners L | Add +2.8% | 1.92% | +0.27 |
| ET Energy Transfer LP | Add +4.1% | 3.35% | +0.26 |
| WMB Williams Cos Inc. | Add +12.7% | 1.22% | +0.24 |
| SUN Sunoco LP | Add +33.4% | 1.09% | +0.23 |
| LYB Lyondellbasell Indu Class A | Add +19.7% | 1.88% | +0.22 |
| OKE Oneok Inc. | Add +20.3% | 1.11% | +0.21 |
| EIX Edison International | Add +267.0% | 0.25% | +0.18 |
| MDT Medtronic PLC | Add +20.0% | 2.00% | +0.17 |
| XOM Exxon Mobil Corp. | New | 0.16% | +0.16 |
| KMI Kinder Morgan Inc. | Add +11.6% | 0.80% | +0.15 |
| TRP TC Energy Corp. | Add +25.0% | 0.83% | +0.13 |
| KNTK Kinetik Holdings Inc. | Add +108.9% | 0.21% | +0.11 |
| PBA Pembina Pipeline Corp. | Add +18.9% | 0.52% | +0.11 |
| LNG Cheniere Energy Inc. | Add +2.6% | 0.83% | +0.09 |
| CVE Cenovus Energy Inc. | New | 0.09% | +0.09 |
| DTM DT Midstream Inc. | Add +4.2% | 0.43% | +0.08 |
| CPT Camden Property Trust | Add +0.1% | 0.68% | +0.07 |
| AM Antero Midstream Corp. | Add +0.0% | 1.25% | +0.07 |
| PAA Plains All Amer Pipeline LP | Add +1.9% | 1.51% | +0.07 |
| ENLC Enlink Midstream LLC | Add +4.3% | 1.03% | +0.06 |
| HESM Hess Midstream LP Class A | Add +5.4% | 0.87% | +0.06 |
| VALE Vale SA-SP ADR | Add +65.5% | 0.17% | +0.06 |
| NEE Nextera Energy Inc. | Add +14.7% | 0.25% | +0.06 |
| KEYERA CORP COM | Add +4.3% | 0.36% | +0.04 |
| TMUS T-Mobile US Inc. | Add +13.3% | 0.21% | +0.04 |
| ETRN Equitrans Midstream Corp. | Add +3.9% | 0.46% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +70.8% | 0.07% | +0.03 |
| AWK American Water Works Co. Inc. | New | 0.02% | +0.02 |
| SEM Select Medical Holdings Corp. | New | 0.02% | +0.02 |
| ENB Enbridge Inc. | Add +2.2% | 0.94% | +0.02 |
| RDN Radian Group Inc. | Add +103.8% | 0.03% | +0.01 |
| NHC National Healthcare Corp. | New | 0.01% | +0.01 |
| QCRH QCR Holdings Inc. | New | 0.01% | +0.01 |
| SHO Sunstone Hotel Investors Inc. | New | 0.01% | +0.01 |
| HDV iShares Core High Dividend E | New | 0.01% | +0.01 |
| OGN Organon & Co. | New | 0.01% | +0.01 |
| AR Antero Resources Corp. | Add +2.4% | 0.06% | +0.01 |
| AMN Amn Healthcare Services Inc. | New | 0.01% | +0.01 |
| GIBSON ENERGY INC COM | Add +4.3% | 0.17% | +0.01 |
| AMKR Amkor Technology Inc. | Add +2.1% | 0.03% | +0.01 |
| CQP Cheniere Energy Partners LP | Add +3.2% | 0.16% | +0.01 |
| HWKN Hawkins Inc. | Add +2.1% | 0.03% | +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 |