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


Currently, MILLER HOWARD INVESTMENTS INC /NY holds 138 types of securities in its portfolio with a total value $3.7B. In the most recent quarter, they have increased their positions in CME (+191.8K shares, valued at $56.6M), SNA (+141.1K shares, valued at $51.2M), GAP (+900.9K shares, valued at $21.8M); decreased their positions in CSCO (-660.2K shares, valued at $51.2M), DVY (-321.5K shares, valued at $48.7M), GILD (-261.5K shares, valued at $36.5M); initiated new positions in SNA (+141.1K shares, valued at $51.2M), FDX (+18.0K shares, valued at $6.4M), N/A (+88.6K shares, valued at $5.5M).


1M P&L
+123.5M+3.62%
3M P&L
+138.7M+4.09%
HY P&L
+520.0M+17.27%

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 Midstream1.1B
33.2%
2Utilities - Regulated Electric315.5M
9.3%
3Drug Manufacturers - General240.2M
7.1%

Top Industries by Stock Count

1Oil & Gas Midstream21 stocks
16.8%
2Utilities - Regulated Electric19 stocks
15.2%
3Oil & Gas E&P9 stocks
7.2%
Stock Holdings
MPLX
MPLX LP COM UNIT REP LTD
-3.29%
Shares2.2M
Event2026-03-31
Filed2026-04-20
EPD
ENTERPRISE PRODS PARTNERS L P
1.55%
Shares3.2M
Event2026-03-31
Filed2026-04-20
ET
ENERGY TRANSFER L P COM UT LTD
-0.23%
Shares5.2M
Event2026-03-31
Filed2026-04-20
JNJ
JOHNSON & JOHNSON COM
-21.08%
Shares404.3K
Event2026-03-31
Filed2026-04-20
GSK PLC SPONSORED ADR
GSK PLC SPONSORED ADR
-0.78%
Shares1.6M
Event2026-03-31
Filed2026-04-20
ABBV
ABBVIE INC COM
-0.82%
Shares398.0K
Event2026-03-31
Filed2026-04-20
EXC
EXELON CORP COM
16.76%
Shares1.7M
Event2026-03-31
Filed2026-04-20
TRP
TC ENERGY CORP COM
13.97%
Shares1.3M
Event2026-03-31
Filed2026-04-20
COP
CONOCOPHILLIPS COM
7.46%
Shares609.9K
Event2026-03-31
Filed2026-04-20
STT
STATE STR CORP COM
-0.67%
Shares595.6K
Event2026-03-31
Filed2026-04-20
CNQ
CANADIAN NAT RES LTD COM
4.05%
Shares1.4M
Event2026-03-31
Filed2026-04-20
ETR
ENTERGY CORP NEW COM
0.08%
Shares619.2K
Event2026-03-31
Filed2026-04-20
ORI
OLD REP INTL CORP COM
-16.90%
Shares1.7M
Event2026-03-31
Filed2026-04-20
EWBC
EAST WEST BANCORP INC COM
-0.98%
Shares612.5K
Event2026-03-31
Filed2026-04-20
WES
WESTERN MIDSTREAM PARTNERS LP
6.27%
Shares1.6M
Event2026-03-31
Filed2026-04-20
ENB
ENBRIDGE INC COM
6.46%
Shares1.2M
Event2026-03-31
Filed2026-04-20
WMB
WILLIAMS COS INC COM
-8.46%
Shares870.1K
Event2026-03-31
Filed2026-04-20
PAA
PLAINS ALL AMERN PIPELINE L P
-1.85%
Shares2.8M
Event2026-03-31
Filed2026-04-20
MEDTRONIC PLC SHS
MEDTRONIC PLC SHS
-1.26%
Shares714.8K
Event2026-03-31
Filed2026-04-20
KMI
KINDER MORGAN INC DEL COM
3.24%
Shares1.8M
Event2026-03-31
Filed2026-04-20
LAMR
LAMAR ADVERTISING CO NEW CL A
48.49%
Shares468.0K
Event2026-03-31
Filed2026-04-20
HESM
HESS MIDSTREAM LP CL A SHS
3.15%
Shares1.5M
Event2026-03-31
Filed2026-04-20
TRGP
TARGA RES CORP COM
37.31%
Shares230.6K
Event2026-03-31
Filed2026-04-20
CME
CME GROUP INC COM
5269.04%
Shares195.4K
Event2026-03-31
Filed2026-04-20
VZ
VERIZON COMMUNICATIONS INC COM
37.10%
Shares1.1M
Event2026-03-31
Filed2026-04-20
GILD
GILEAD SCIENCES INC COM
-39.94%
Shares393.2K
Event2026-03-31
Filed2026-04-20
PSX
PHILLIPS 66 COM
1.17%
Shares294.2K
Event2026-03-31
Filed2026-04-20
CITIGROUP INC COM NEW
CITIGROUP INC COM NEW
-19.96%
Shares470.0K
Event2026-03-31
Filed2026-04-20
SUN
SUNOCO LP/SUNOCO FIN CORP COM
18.42%
Shares816.2K
Event2026-03-31
Filed2026-04-20
SNA
SNAP ON INC COM
New
Shares141.1K
Event2026-03-31
Filed2026-04-20
BAC
BANK AMERICA CORP COM
-1.06%
Shares1.0M
Event2026-03-31
Filed2026-04-20
ELS
EQUITY LIFESTYLE PROPERTIES IN
23.34%
Shares800.0K
Event2026-03-31
Filed2026-04-20
LNG
CHENIERE ENERGY INC COM NEW
2.89%
Shares164.9K
Event2026-03-31
Filed2026-04-20
HST
HOST HOTELS & RESORTS INC COM
4.48%
Shares2.4M
Event2026-03-31
Filed2026-04-20
NTR
NUTRIEN LTD COM
-0.04%
Shares610.1K
Event2026-03-31
Filed2026-04-20
EMN
EASTMAN CHEM CO COM
8.12%
Shares600.4K
Event2026-03-31
Filed2026-04-20
GS
GOLDMAN SACHS GROUP INC COM
-1.74%
Shares53.9K
Event2026-03-31
Filed2026-04-20
BK
BANK NEW YORK MELLON CORP COM
-1.61%
Shares379.9K
Event2026-03-31
Filed2026-04-20
CSCO
CISCO SYS INC COM
-53.49%
Shares574.1K
Event2026-03-31
Filed2026-04-20
MTB
M & T BK CORP COM
0.24%
Shares213.0K
Event2026-03-31
Filed2026-04-20
OMC
OMNICOM GROUP INC COM
1.18%
Shares582.0K
Event2026-03-31
Filed2026-04-20
CMS
CMS ENERGY CORP COM
-2.48%
Shares563.1K
Event2026-03-31
Filed2026-04-20
RF
REGIONS FINANCIAL CORP NEW COM
0.34%
Shares1.6M
Event2026-03-31
Filed2026-04-20
USB
US BANCORP DEL COM NEW
0.42%
Shares796.3K
Event2026-03-31
Filed2026-04-20
GAP
GAP INC/THE
112.16%
Shares1.7M
Event2026-03-31
Filed2026-04-20
PAYX
PAYCHEX INC COM
13.58%
Shares430.5K
Event2026-03-31
Filed2026-04-20
CMCSA
COMCAST CORP NEW CL A
40.63%
Shares1.3M
Event2026-03-31
Filed2026-04-20
GEL
GENESIS ENERGY L P UNIT LTD PA
0.03%
Shares2.0M
Event2026-03-31
Filed2026-04-20
PAGP
PLAINS GP HLDGS L P LTD PARTNR
25.78%
Shares1.4M
Event2026-03-31
Filed2026-04-20
TXN
TEXAS INSTRS INC COM
-0.79%
Shares176.3K
Event2026-03-31
Filed2026-04-20
OGE
OGE ENERGY CORP COM
0.34%
Shares705.1K
Event2026-03-31
Filed2026-04-20
OKE
ONEOK INC NEW COM
26.52%
Shares358.3K
Event2026-03-31
Filed2026-04-20
HRL
HORMEL FOODS CORP
100.63%
Shares1.4M
Event2026-03-31
Filed2026-04-20
DTM
DT MIDSTREAM INC COMMON STOCK
9.19%
Shares238.6K
Event2026-03-31
Filed2026-04-20
DVY
ISHARES TR SELECT DIVID ETF
-63.58%
Shares184.2K
Event2026-03-31
Filed2026-04-20
AM
ANTERO MIDSTREAM CORP COM
-42.43%
Shares1.1M
Event2026-03-31
Filed2026-04-20
PBA
PEMBINA PIPELINE CORP COM
8.73%
Shares567.7K
Event2026-03-31
Filed2026-04-20
KO
COCA COLA CO COM
-1.61%
Shares323.3K
Event2026-03-31
Filed2026-04-20
KEYERA CORP COM
KEYERA CORP COM
9.22%
Shares589.9K
Event2026-03-31
Filed2026-04-20
STAG
STAG INDL INC COM
-1.20%
Shares587.0K
Event2026-03-31
Filed2026-04-20
SOBO
SOUTH BOW CORP
-33.89%
Shares527.8K
Event2026-03-31
Filed2026-04-20
SRE
SEMPRA COM
7.90%
Shares172.2K
Event2026-03-31
Filed2026-04-20
NEE
NEXTERA ENERGY INC COM
12.33%
Shares159.0K
Event2026-03-31
Filed2026-04-20
CNP
CENTERPOINT ENERGY INC COM
7.43%
Shares342.1K
Event2026-03-31
Filed2026-04-20
CEG
CONSTELLATION ENERGY CORP COM
7.22%
Shares44.6K
Event2026-03-31
Filed2026-04-20
MPC
MARATHON PETE CORP COM
6.70%
Shares47.1K
Event2026-03-31
Filed2026-04-20
XEL
XCEL ENERGY INC
28.47%
Shares141.6K
Event2026-03-31
Filed2026-04-20
AEE
AMEREN CORP COM
7.75%
Shares99.7K
Event2026-03-31
Filed2026-04-20
PPL
PPL CORP COM
-18.00%
Shares282.6K
Event2026-03-31
Filed2026-04-20
AMT
AMERICAN TOWER CORP NEW COM
22.44%
Shares61.3K
Event2026-03-31
Filed2026-04-20
WM
WASTE MGMT INC DEL COM
8.05%
Shares45.4K
Event2026-03-31
Filed2026-04-20
NATIONAL GRID PLC SPONSORED AD
NATIONAL GRID PLC SPONSORED AD
23.46%
Shares120.5K
Event2026-03-31
Filed2026-04-20
GIBSON ENERGY INC COM
GIBSON ENERGY INC COM
9.22%
Shares478.5K
Event2026-03-31
Filed2026-04-20
TMUS
T-MOBILE US INC COM
10.42%
Shares46.7K
Event2026-03-31
Filed2026-04-20
CSX
CSX CORP COM
6.85%
Shares238.8K
Event2026-03-31
Filed2026-04-20
ATO
ATMOS ENERGY CORP COM
-11.94%
Shares51.8K
Event2026-03-31
Filed2026-04-20
NI
NISOURCE INC COM
-25.91%
Shares193.8K
Event2026-03-31
Filed2026-04-20
EQIX
EQUINIX INC COM
82.42%
Shares8.6K
Event2026-03-31
Filed2026-04-20
T
AT&T INC COM
9.76%
Shares284.4K
Event2026-03-31
Filed2026-04-20
AWK
AMERICAN WTR WKS CO INC NEW CO
39.83%
Shares58.5K
Event2026-03-31
Filed2026-04-20
UNP
UNION PAC CORP COM
6.77%
Shares30.1K
Event2026-03-31
Filed2026-04-20
KNTK
KINETIK HOLDINGS INC COM NEW C
69.40%
Shares146.3K
Event2026-03-31
Filed2026-04-20
AR
ANTERO RESOURCES CORP COM
4.00%
Shares155.4K
Event2026-03-31
Filed2026-04-20
VLO
VALERO ENERGY CORP COM
7.07%
Shares26.5K
Event2026-03-31
Filed2026-04-20
CQP
CHENIERE ENERGY PARTNERS LP CO
-2.43%
Shares101.3K
Event2026-03-31
Filed2026-04-20
FDX
FEDEX CORP COM
New
Shares18.0K
Event2026-03-31
Filed2026-04-20
SU
SUNCOR ENERGY INC NEW COM
3.72%
Shares95.1K
Event2026-03-31
Filed2026-04-20
OXY
OCCIDENTAL PETE CORP COM
20.56%
Shares88.8K
Event2026-03-31
Filed2026-04-20
SUNOCOCORP LLC LLC
SUNOCOCORP LLC LLC
New
Shares88.6K
Event2026-03-31
Filed2026-04-20
WCN
WASTE CONNECTIONS INC COM
20.90%
Shares32.6K
Event2026-03-31
Filed2026-04-20
APA CORP
APA CORP
New
Shares117.7K
Event2026-03-31
Filed2026-04-20
AEP
AMERICAN ELEC PWR CO INC COM
33.98%
Shares35.3K
Event2026-03-31
Filed2026-04-20
ROCKPOINT GAS STORAGE INC CLAS
ROCKPOINT GAS STORAGE INC CLAS
9.23%
Shares230.4K
Event2026-03-31
Filed2026-04-20
GPOR
GULFPORT ENERGY CORP
3.78%
Shares21.8K
Event2026-03-31
Filed2026-04-20
FER
FERROVIAL SE ORD
New
Shares69.7K
Event2026-03-31
Filed2026-04-20
CHRD
CHORD ENERGY CORPORATION COM N
11.48%
Shares30.5K
Event2026-03-31
Filed2026-04-20
VST
VISTRA CORP COM
8.44%
Shares27.9K
Event2026-03-31
Filed2026-04-20
WTTR
SELECT WATER SOLUTIONS INC
8.63%
Shares261.4K
Event2026-03-31
Filed2026-04-20
SO
SOUTHERN CO COM
8.26%
Shares37.0K
Event2026-03-31
Filed2026-04-20
DUKE ENERGY CORP NEW COM NEW
DUKE ENERGY CORP NEW COM NEW
8.30%
Shares21.4K
Event2026-03-31
Filed2026-04-20
UPS
UNITED PARCEL SERVICE INC CL B
8.43%
Shares26.6K
Event2026-03-31
Filed2026-04-20
DTE
DTE ENERGY CO COM
8.27%
Shares16.6K
Event2026-03-31
Filed2026-04-20
BKR
BAKER HUGHES COMPANY CL A
3.75%
Shares39.1K
Event2026-03-31
Filed2026-04-20
PEG
PUBLIC SVC ENTERPRISE GRP INC
7.59%
Shares29.5K
Event2026-03-31
Filed2026-04-20
OVV
OVINTIV INC COM
107.44%
Shares39.2K
Event2026-03-31
Filed2026-04-20
CVX
CHEVRON CORP NEW COM
3.85%
Shares11.0K
Event2026-03-31
Filed2026-04-20
D
DOMINION ENERGY INC COM
-9.09%
Shares36.8K
Event2026-03-31
Filed2026-04-20
WEC ENERGY GROUP INC COM
WEC ENERGY GROUP INC COM
8.25%
Shares18.7K
Event2026-03-31
Filed2026-04-20
LNT
ALLIANT ENERGY CORP COM
8.18%
Shares30.1K
Event2026-03-31
Filed2026-04-20
LBRT
LIBERTY ENERGY INC COM CL A
-23.21%
Shares73.9K
Event2026-03-31
Filed2026-04-20
EVRG
EVERGY INC COM
8.38%
Shares22.8K
Event2026-03-31
Filed2026-04-20
XOM
EXXON MOBIL CORP COM
-52.91%
Shares10.9K
Event2026-03-31
Filed2026-04-20
HAL
HALLIBURTON CO COM
8.28%
Shares42.4K
Event2026-03-31
Filed2026-04-20
PCG
PG&E CORP COM
11.92%
Shares91.3K
Event2026-03-31
Filed2026-04-20
MDU
MDU RES GROUP INC COM
7.60%
Shares72.4K
Event2026-03-31
Filed2026-04-20
CTRA
COTERRA ENERGY INC COM
7.77%
Shares40.9K
Event2026-03-31
Filed2026-04-20
FTS
FORTIS INC COM
7.58%
Shares24.6K
Event2026-03-31
Filed2026-04-20
JPM
JPMORGAN CHASE & CO. COM
-40.31%
Shares4.3K
Event2026-03-31
Filed2026-04-20
OGS
ONE GAS INC COM
8.30%
Shares14.4K
Event2026-03-31
Filed2026-04-20
RRC
RANGE RES CORP COM
3.80%
Shares27.1K
Event2026-03-31
Filed2026-04-20
NRG
NRG ENERGY INC COM NEW
8.78%
Shares8.4K
Event2026-03-31
Filed2026-04-20
BKH
BLACK HILLS CORP COM
7.55%
Shares16.5K
Event2026-03-31
Filed2026-04-20
BROADCOM INC COM
BROADCOM INC COM
-12.82%
Shares3.2K
Event2026-03-31
Filed2026-04-20
ES
EVERSOURCE ENERGY COM
8.39%
Shares14.3K
Event2026-03-31
Filed2026-04-20
CAH
CARDINAL HEALTH INC COM
-0.10%
Shares3.9K
Event2026-03-31
Filed2026-04-20
XLU
SELECT SECTOR SPDR TR SBI INT-
-86.27%
Shares18.0K
Event2026-03-31
Filed2026-04-20
JEF
JEFFERIES FINL GROUP INC COM
-58.60%
Shares11.8K
Event2026-03-31
Filed2026-04-20
TOTALENERGIES SE
TOTALENERGIES SE
-43.36%
Shares5.2K
Event2026-03-31
Filed2026-04-20
RY
ROYAL BK CDA COM
-29.30%
Shares2.7K
Event2026-03-31
Filed2026-04-20
BE
BLOOM ENERGY CORP- A
New
Shares2.1K
Event2026-03-31
Filed2026-04-20
IWD
ISHARES TR RUS 1000 VAL ETF
-81.20%
Shares1.1K
Event2026-03-31
Filed2026-04-20
NTAP
NETAPP INC COM
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-20
ARRY
ARRAY TECHNOLOGIES INC
New
Shares10.6K
Event2026-03-31
Filed2026-04-20
TE
T1 ENERGY INC
New
Shares16.5K
Event2026-03-31
Filed2026-04-20
BLDP
BALLARD PWR SYS INC NEW
New
Shares29.0K
Event2026-03-31
Filed2026-04-20
SHLS
SHOALS TECHNOLOGIES GROUP -A
New
Shares10.6K
Event2026-03-31
Filed2026-04-20
PLUG
PLUG POWER INC COM NEW
New
Shares26.6K
Event2026-03-31
Filed2026-04-20
NRGV
ENERGY VAULT HOLDINGS INC
New
Shares15.4K
Event2026-03-31
Filed2026-04-20

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