The Analysis of MILLER HOWARD INVESTMENTS INC /NY's Holdings & P&L


Currently, MILLER HOWARD INVESTMENTS INC /NY holds 152 types of securities in its portfolio with a total value $3.8B. In the most recent quarter, they have increased their positions in MCD (+195.8K shares, valued at $52.9M), BRX (+707.2K shares, valued at $22.3M), KO (+269.9K shares, valued at $21.9M); decreased their positions in BK (-354.4K shares, valued at $51.2M), CMCSA (-1.3M shares, valued at $31.1M), N/A (-447.3K shares, valued at $23.4M); initiated new positions in MCD (+195.8K shares, valued at $52.9M), BRX (+707.2K shares, valued at $22.3M), HCA (+9.1K shares, valued at $3.6M).


1M P&L
+27.6M+0.82%
3M P&L
+114.9M+3.51%
HY P&L
+234.7M+7.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Oil & Gas Midstream991.4M
30.8%
2Utilities - Regulated Electric284.5M
8.8%
3Banks - Regional249.4M
7.8%

Top Industries by Stock Count

1Oil & Gas Midstream19 stocks
15.0%
2Utilities - Regulated Electric17 stocks
13.4%
3Oil & Gas E&P8 stocks
6.3%
Stock Holdings
MPLX
MPLX LP COM UNIT REP LTD
3.84%
Shares2.3M
Event2026-06-30
Filed2026-07-31
EPD
ENTERPRISE PRODS PARTNERS L P
1.64%
Shares3.2M
Event2026-06-30
Filed2026-07-31
JNJ
JOHNSON & JOHNSON COM
-0.19%
Shares403.5K
Event2026-06-30
Filed2026-07-31
ET
ENERGY TRANSFER L P COM UT LTD
1.88%
Shares5.3M
Event2026-06-30
Filed2026-07-31
ABBVIE INC COM
ABBVIE INC COM
-0.34%
Shares396.7K
Event2026-06-30
Filed2026-07-31
STT
STATE STR CORP COM
-15.50%
Shares503.3K
Event2026-06-30
Filed2026-07-31
TC ENERGY CORP COM
TC ENERGY CORP COM
-1.87%
Shares1.3M
Event2026-06-30
Filed2026-07-31
EWBC
EAST WEST BANCORP INC COM
0.00%
Shares612.5K
Event2026-06-30
Filed2026-07-31
EXC
EXELON CORP COM
-3.84%
Shares1.6M
Event2026-06-30
Filed2026-07-31
LAMR
LAMAR ADVERTISING CO NEW CL A
0.31%
Shares469.5K
Event2026-06-30
Filed2026-07-31
WES
WESTERN MIDSTREAM PARTNERS LP
4.04%
Shares1.6M
Event2026-06-30
Filed2026-07-31
ETR
ENTERGY CORP NEW COM
1.37%
Shares627.7K
Event2026-06-30
Filed2026-07-31
WMB
WILLIAMS COS INC COM
4.12%
Shares905.9K
Event2026-06-30
Filed2026-07-31
CISCO SYS INC COM
CISCO SYS INC COM
-1.02%
Shares568.3K
Event2026-06-30
Filed2026-07-31
MEDTRONIC PLC SHS
MEDTRONIC PLC SHS
19.12%
Shares851.5K
Event2026-06-30
Filed2026-07-31
PAA
PLAINS ALL AMERN PIPELINE L P
6.81%
Shares3.0M
Event2026-06-30
Filed2026-07-31
C
CITIGROUP INC COM NEW
0.28%
Shares471.3K
Event2026-06-30
Filed2026-07-31
SUN
SUNOCO LP/SUNOCO FIN CORP COM
19.34%
Shares974.1K
Event2026-06-30
Filed2026-07-31
TRGP
TARGA RES CORP COM
4.91%
Shares241.9K
Event2026-06-30
Filed2026-07-31
MTB
M & T BK CORP COM
24.76%
Shares265.8K
Event2026-06-30
Filed2026-07-31
ENB
ENBRIDGE INC COM
-0.35%
Shares1.2M
Event2026-06-30
Filed2026-07-31
COP
CONOCOPHILLIPS COM
-0.35%
Shares607.8K
Event2026-06-30
Filed2026-07-31
GSK PLC SPONSORED ADR
GSK PLC SPONSORED ADR
-27.45%
Shares1.2M
Event2026-06-30
Filed2026-07-31
BAC
BANK AMERICA CORP COM
0.15%
Shares1.0M
Event2026-06-30
Filed2026-07-31
USB
US BANCORP DEL COM NEW
22.17%
Shares972.9K
Event2026-06-30
Filed2026-07-31
HESM
HESS MIDSTREAM LP CL A SHS
4.44%
Shares1.6M
Event2026-06-30
Filed2026-07-31
HST
HOST HOTELS & RESORTS INC COM
0.03%
Shares2.4M
Event2026-06-30
Filed2026-07-31
SNA
SNAP ON INC COM
-0.14%
Shares140.9K
Event2026-06-30
Filed2026-07-31
VZ
VERIZON COMMUNICATIONS INC COM
21.99%
Shares1.3M
Event2026-06-30
Filed2026-07-31
CNQ
CANADIAN NAT RES LTD COM
-0.44%
Shares1.4M
Event2026-06-30
Filed2026-07-31
KMI
KINDER MORGAN INC DEL COM
-3.10%
Shares1.8M
Event2026-06-30
Filed2026-07-31
GS
GOLDMAN SACHS GROUP INC COM
-0.63%
Shares53.5K
Event2026-06-30
Filed2026-07-31
MCD
MCDONALD'S CORP
New
Shares195.8K
Event2026-06-30
Filed2026-07-31
TXN
TEXAS INSTRS INC COM
0.21%
Shares176.7K
Event2026-06-30
Filed2026-07-31
ELS
EQUITY LIFESTYLE PROPERTIES IN
-0.93%
Shares792.5K
Event2026-06-30
Filed2026-07-31
PSX
PHILLIPS 66 COM
-0.37%
Shares293.1K
Event2026-06-30
Filed2026-07-31
GILD
GILEAD SCIENCES INC COM
-0.28%
Shares392.1K
Event2026-06-30
Filed2026-07-31
PAYX
PAYCHEX INC COM
16.97%
Shares503.6K
Event2026-06-30
Filed2026-07-31
RF
REGIONS FINANCIAL CORP NEW COM
0.72%
Shares1.6M
Event2026-06-30
Filed2026-07-31
KO
COCA COLA CO COM
83.48%
Shares593.1K
Event2026-06-30
Filed2026-07-31
ORI
OLD REP INTL CORP COM
-33.03%
Shares1.1M
Event2026-06-30
Filed2026-07-31
HRL
HORMEL FOODS CORP
23.70%
Shares1.8M
Event2026-06-30
Filed2026-07-31
CMS
CMS ENERGY CORP COM
1.43%
Shares571.2K
Event2026-06-30
Filed2026-07-31
OMC
OMNICOM GROUP INC COM
-0.30%
Shares580.2K
Event2026-06-30
Filed2026-07-31
EMN
EASTMAN CHEM CO COM
0.46%
Shares603.1K
Event2026-06-30
Filed2026-07-31
LNG
CHENIERE ENERGY INC COM NEW
0.69%
Shares166.1K
Event2026-06-30
Filed2026-07-31
NTR
NUTRIEN LTD COM
-0.32%
Shares608.1K
Event2026-06-30
Filed2026-07-31
CME
CME GROUP INC COM
-18.45%
Shares159.4K
Event2026-06-30
Filed2026-07-31
OGE
OGE ENERGY CORP COM
0.11%
Shares705.9K
Event2026-06-30
Filed2026-07-31
PLAINS GP HLDGS L P LTD PARTNR
PLAINS GP HLDGS L P LTD PARTNR
-1.85%
Shares1.4M
Event2026-06-30
Filed2026-07-31
OKE
ONEOK INC NEW COM
2.73%
Shares368.1K
Event2026-06-30
Filed2026-07-31
DTM
DT MIDSTREAM INC COMMON STOCK
-11.94%
Shares210.1K
Event2026-06-30
Filed2026-07-31
GAP
GAP INC/THE
-4.69%
Shares1.6M
Event2026-06-30
Filed2026-07-31
ANTERO MIDSTREAM CORP COM
ANTERO MIDSTREAM CORP COM
-3.03%
Shares1.1M
Event2026-06-30
Filed2026-07-31
DVY
ISHARES TR SELECT DIVID ETF
-18.43%
Shares150.2K
Event2026-06-30
Filed2026-07-31
STAG
STAG INDL INC COM
-0.02%
Shares586.9K
Event2026-06-30
Filed2026-07-31
KEYERA CORP COM
KEYERA CORP COM
-5.70%
Shares556.2K
Event2026-06-30
Filed2026-07-31
BRX
BRIXMOR PPTY GROUP INC COM
New
Shares707.2K
Event2026-06-30
Filed2026-07-31
PBA
PEMBINA PIPELINE CORP COM
-18.05%
Shares465.2K
Event2026-06-30
Filed2026-07-31
GEL
GENESIS ENERGY L P UNIT LTD PA
-28.02%
Shares1.4M
Event2026-06-30
Filed2026-07-31
SOBO
SOUTH BOW CORP
-5.85%
Shares496.9K
Event2026-06-30
Filed2026-07-31
SRE
SEMPRA COM
5.42%
Shares181.5K
Event2026-06-30
Filed2026-07-31
SUNC
SUNOCOCORP LLC LLC
174.37%
Shares243.1K
Event2026-06-30
Filed2026-07-31
CENTERPOINT ENERGY INC COM
CENTERPOINT ENERGY INC COM
5.72%
Shares361.6K
Event2026-06-30
Filed2026-07-31
NEXTERA ENERGY INC COM
NEXTERA ENERGY INC COM
5.11%
Shares167.2K
Event2026-06-30
Filed2026-07-31
XEL
XCEL ENERGY INC
11.16%
Shares157.4K
Event2026-06-30
Filed2026-07-31
CSX
CSX CORP COM
6.20%
Shares253.6K
Event2026-06-30
Filed2026-07-31
AEE
AMEREN CORP COM
5.42%
Shares105.1K
Event2026-06-30
Filed2026-07-31
CEG
CONSTELLATION ENERGY CORP COM
4.44%
Shares46.5K
Event2026-06-30
Filed2026-07-31
PPL CORP COM
PPL CORP COM
6.64%
Shares301.4K
Event2026-06-30
Filed2026-07-31
AMT
AMERICAN TOWER CORP NEW COM
8.13%
Shares66.3K
Event2026-06-30
Filed2026-07-31
WASTE MGMT INC DEL COM
WASTE MGMT INC DEL COM
5.75%
Shares48.0K
Event2026-06-30
Filed2026-07-31
MPC
MARATHON PETE CORP COM
-11.29%
Shares41.8K
Event2026-06-30
Filed2026-07-31
NGG
NATIONAL GRID PLC SPONSORED AD
6.07%
Shares127.8K
Event2026-06-30
Filed2026-07-31
EQIX
EQUINIX INC COM
9.73%
Shares9.5K
Event2026-06-30
Filed2026-07-31
NI
NISOURCE INC COM
5.15%
Shares203.8K
Event2026-06-30
Filed2026-07-31
ATO
ATMOS ENERGY CORP COM
6.72%
Shares55.3K
Event2026-06-30
Filed2026-07-31
GIBSON ENERGY INC COM
GIBSON ENERGY INC COM
-5.70%
Shares451.2K
Event2026-06-30
Filed2026-07-31
UNP
UNION PAC CORP COM
6.50%
Shares32.1K
Event2026-06-30
Filed2026-07-31
AWK
AMERICAN WTR WKS CO INC NEW CO
6.76%
Shares62.4K
Event2026-06-30
Filed2026-07-31
TMUS
T-MOBILE US INC COM
0.95%
Shares47.1K
Event2026-06-30
Filed2026-07-31
FDX
FEDEX CORP COM
35.99%
Shares24.5K
Event2026-06-30
Filed2026-07-31
VLO
VALERO ENERGY CORP COM
-2.33%
Shares25.9K
Event2026-06-30
Filed2026-07-31
KNTK
KINETIK HOLDINGS INC COM NEW C
-5.18%
Shares138.7K
Event2026-06-30
Filed2026-07-31
CQP
CHENIERE ENERGY PARTNERS LP CO
5.96%
Shares107.3K
Event2026-06-30
Filed2026-07-31
T
AT&T INC COM
0.69%
Shares286.4K
Event2026-06-30
Filed2026-07-31
ANTERO RESOURCES CORP COM
ANTERO RESOURCES CORP COM
-2.19%
Shares152.0K
Event2026-06-30
Filed2026-07-31
FER
FERROVIAL SE ORD
8.51%
Shares75.7K
Event2026-06-30
Filed2026-07-31
WCN
WASTE CONNECTIONS INC COM
-5.11%
Shares30.9K
Event2026-06-30
Filed2026-07-31
AEP
AMERICAN ELEC PWR CO INC COM
3.68%
Shares36.6K
Event2026-06-30
Filed2026-07-31
SUNCOR ENERGY INC NEW COM
SUNCOR ENERGY INC NEW COM
-2.24%
Shares93.0K
Event2026-06-30
Filed2026-07-31
VST
VISTRA CORP COM
3.58%
Shares28.9K
Event2026-06-30
Filed2026-07-31
ROCKPOINT GAS STORAGE INC CLAS
ROCKPOINT GAS STORAGE INC CLAS
-5.71%
Shares217.2K
Event2026-06-30
Filed2026-07-31
OXY
OCCIDENTAL PETE CORP COM
-2.29%
Shares86.8K
Event2026-06-30
Filed2026-07-31
APA CORP
APA CORP
-2.14%
Shares115.2K
Event2026-06-30
Filed2026-07-31
BK
BANK NEW YORK MELLON CORP COM
-93.28%
Shares25.5K
Event2026-06-30
Filed2026-07-31
SOUTHERN CO COM
SOUTHERN CO COM
3.69%
Shares38.3K
Event2026-06-30
Filed2026-07-31
GPOR
GULFPORT ENERGY CORP
-2.39%
Shares21.3K
Event2026-06-30
Filed2026-07-31
HCA
HCA HEALTHCARE INC COM
New
Shares9.1K
Event2026-06-30
Filed2026-07-31
CHRD
CHORD ENERGY CORPORATION COM N
-2.16%
Shares29.8K
Event2026-06-30
Filed2026-07-31
SELECT SECTOR SPDR TR SBI INT-
SELECT SECTOR SPDR TR SBI INT-
254.75%
Shares63.9K
Event2026-06-30
Filed2026-07-31
DUK
DUKE ENERGY CORP NEW COM NEW
3.67%
Shares22.2K
Event2026-06-30
Filed2026-07-31
DTE
DTE ENERGY CO COM
3.66%
Shares17.2K
Event2026-06-30
Filed2026-07-31
DOMINION ENERGY INC COM
DOMINION ENERGY INC COM
3.65%
Shares38.2K
Event2026-06-30
Filed2026-07-31
PEG
PUBLIC SVC ENTERPRISE GRP INC
3.56%
Shares30.5K
Event2026-06-30
Filed2026-07-31
LNT
ALLIANT ENERGY CORP COM
3.64%
Shares31.2K
Event2026-06-30
Filed2026-07-31
WEC
WEC ENERGY GROUP INC COM
3.66%
Shares19.4K
Event2026-06-30
Filed2026-07-31
WTTR
SELECT WATER SOLUTIONS INC
-59.38%
Shares106.2K
Event2026-06-30
Filed2026-07-31
BKR
BAKER HUGHES COMPANY CL A
-2.29%
Shares38.2K
Event2026-06-30
Filed2026-07-31
EVRG
EVERGY INC COM
3.64%
Shares23.6K
Event2026-06-30
Filed2026-07-31
OVV
OVINTIV INC COM
-1.78%
Shares38.5K
Event2026-06-30
Filed2026-07-31
LBRT
LIBERTY ENERGY INC COM CL A
-2.22%
Shares72.3K
Event2026-06-30
Filed2026-07-31
CVX
CHEVRON CORP NEW COM
-2.20%
Shares10.8K
Event2026-06-30
Filed2026-07-31
PCG
PG&E CORP COM
3.70%
Shares94.7K
Event2026-06-30
Filed2026-07-31
MDU
MDU RES GROUP INC COM
3.68%
Shares75.0K
Event2026-06-30
Filed2026-07-31
FTS
FORTIS INC COM
3.60%
Shares25.5K
Event2026-06-30
Filed2026-07-31
HAL
HALLIBURTON CO COM
-2.27%
Shares41.5K
Event2026-06-30
Filed2026-07-31
BKH
BLACK HILLS CORP COM
3.65%
Shares17.1K
Event2026-06-30
Filed2026-07-31
NRG
NRG ENERGY INC COM NEW
3.84%
Shares8.7K
Event2026-06-30
Filed2026-07-31
BROADCOM INC COM
BROADCOM INC COM
-3.18%
Shares3.1K
Event2026-06-30
Filed2026-07-31
EXXONMOBIL HOLDINGS CORP
EXXONMOBIL HOLDINGS CORP
New
Shares8.5K
Event2026-06-30
Filed2026-07-31
OGS
ONE GAS INC COM
3.69%
Shares14.9K
Event2026-06-30
Filed2026-07-31
CRC
CALIFORNIA RES CORP COM STOCK
New
Shares20.3K
Event2026-06-30
Filed2026-07-31
ES
EVERSOURCE ENERGY COM
3.74%
Shares14.8K
Event2026-06-30
Filed2026-07-31
JPMORGAN CHASE & CO. COM
JPMORGAN CHASE & CO. COM
-27.91%
Shares3.1K
Event2026-06-30
Filed2026-07-31
RRC
RANGE RES CORP COM
-1.92%
Shares26.6K
Event2026-06-30
Filed2026-07-31
CAH
CARDINAL HEALTH INC COM
0.00%
Shares3.9K
Event2026-06-30
Filed2026-07-31
BE
BLOOM ENERGY CORP- A
31.51%
Shares2.8K
Event2026-06-30
Filed2026-07-31
JEF
JEFFERIES FINL GROUP INC COM
-15.52%
Shares10.0K
Event2026-06-30
Filed2026-07-31
RY
ROYAL BK CDA COM
-14.52%
Shares2.3K
Event2026-06-30
Filed2026-07-31
IWD
ISHARES TR RUS 1000 VAL ETF
65.65%
Shares1.9K
Event2026-06-30
Filed2026-07-31
NTAP
NETAPP INC COM
24.51%
Shares2.7K
Event2026-06-30
Filed2026-07-31
TTE
TOTALENERGIES SE
-11.33%
Shares4.6K
Event2026-06-30
Filed2026-07-31
GEV
GE VERNOVA INC
New
Shares306
Event2026-06-30
Filed2026-07-31
NXT
NEXTPOWER INC
New
Shares2.7K
Event2026-06-30
Filed2026-07-31
SEDG
SOLAREDGE TECHNOLOGIES INC
New
Shares5.5K
Event2026-06-30
Filed2026-07-31
EXXON MOBIL CORP COM
EXXON MOBIL CORP COM
-79.27%
Shares2.3K
Event2026-06-30
Filed2026-07-31
GNRC
GENERAC HOLDINGS INC
New
Shares965
Event2026-06-30
Filed2026-07-31
CMCSA
COMCAST CORP NEW CL A
-99.13%
Shares11.1K
Event2026-06-30
Filed2026-07-31
TE
T1 ENERGY INC
71.16%
Shares28.2K
Event2026-06-30
Filed2026-07-31
ENPH
ENPHASE ENERGY INC
New
Shares5.3K
Event2026-06-30
Filed2026-07-31
BLDP
BALLARD PWR SYS INC NEW
104.02%
Shares59.2K
Event2026-06-30
Filed2026-07-31
CWEN
CLEARWAY ENERGY INC CL C
New
Shares6.4K
Event2026-06-30
Filed2026-07-31
CMI
CUMMINS INC COM
New
Shares305
Event2026-06-30
Filed2026-07-31
CPT
CAMDEN PPTY TR SH BEN INT
New
Shares1.8K
Event2026-06-30
Filed2026-07-31
SHLS
SHOALS TECHNOLOGIES GROUP -A
71.15%
Shares18.1K
Event2026-06-30
Filed2026-07-31
PLUG
PLUG POWER INC COM NEW
106.70%
Shares55.1K
Event2026-06-30
Filed2026-07-31
TAC
TRANSALTA CORP
New
Shares10.6K
Event2026-06-30
Filed2026-07-31
ARRAY TECHNOLOGIES INC
ARRAY TECHNOLOGIES INC
71.15%
Shares18.1K
Event2026-06-30
Filed2026-07-31
NRGV
ENERGY VAULT HOLDINGS INC
71.21%
Shares26.4K
Event2026-06-30
Filed2026-07-31
RNW
RENEW ENERGY GLOBAL PLC-A
New
Shares16.4K
Event2026-06-30
Filed2026-07-31
EOSE
EOS ENERGY ENTERPRISES INC CL
New
Shares11.6K
Event2026-06-30
Filed2026-07-31

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
MILLER HOWARD INVESTMENTS INC /NY Institutional Holdings, Portfolio & P&L β€” TradeFomo