MILLER HOWARD INVESTMENTS INC /NY

$3.7B reported 13(f) long value · latest quarter 2026-06-30 · CIK 903947 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $3.7B
ALL retained default holdings for this (filer, period), including NULL-value ones: 138
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 12
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 14

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14097` · issuer key `iss:1158` COM	TRIM	+$4.2M	−76,227	$124M	$128M	2,315,921	2,239,694
position key `pos:13340` · issuer key `iss:666` COM	ADD	+$19.8M	+48,087	$99.8M	$120M	3,112,119	3,160,206
position key `pos:13390` · issuer key `iss:656` COM	TRIM	+$14.5M	−12,264	$86.2M	$101M	5,229,111	5,216,847
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	−$7.2M	−107,998	$106M	$98.8M	512,294	404,296
position key `pos:16076` · issuer key `iss:826` ADR	TRIM	+$9.4M	−12,763	$80.5M	$89.9M	1,642,114	1,629,351
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$5.1M	−3,294	$91.7M	$86.6M	401,292	397,998
position key `pos:15817` · issuer key `iss:702` COM	ADD	+$19.7M	+241,854	$62.9M	$82.6M	1,443,215	1,685,069
position key `pos:15065` · issuer key `iss:1764` COM	ADD	+$18.6M	+158,686	$62.5M	$81.0M	1,135,832	1,294,518
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$27.4M	+42,352	$53.1M	$80.5M	567,548	609,900
position key `pos:11644` · issuer key `iss:1714` COM	TRIM	−$2.0M	−4,020	$77.4M	$75.4M	599,630	595,610
position key `pos:17153` · issuer key `iss:386` COM	ADD	+$23.3M	+56,091	$46.8M	$70.2M	1,384,034	1,440,125
position key `pos:12048` · issuer key `iss:665` COM	ADD	+$12.4M	+523	$57.2M	$69.6M	618,714	619,237
position key `pos:16894` · issuer key `iss:1354` COM	TRIM	−$24.9M	−337,275	$91.1M	$66.2M	1,996,225	1,658,950
position key `pos:10474` · issuer key `iss:627` COM	TRIM	−$4.1M	−6,087	$69.5M	$65.4M	618,551	612,464
position key `pos:12354` · issuer key `iss:1963` COM	ADD	+$6.3M	+93,543	$58.9M	$65.3M	1,491,432	1,584,975
position key `pos:12684` · issuer key `iss:650` COM	ADD	+$10.8M	+71,014	$52.6M	$63.4M	1,099,664	1,170,678
position key `pos:15560` · issuer key `iss:1973` COM	TRIM	+$6.2M	−80,433	$57.1M	$63.3M	950,538	870,105
position key `pos:10460` · issuer key `iss:1459` COM	TRIM	+$11.3M	−52,915	$51.3M	$62.6M	2,854,516	2,801,601
position key `pos:13406` · issuer key `iss:2156` COM	TRIM	−$7.6M	−9,090	$69.5M	$61.9M	723,893	714,803
position key `pos:14135` · issuer key `iss:1060` COM	ADD	+$12.6M	+57,198	$48.5M	$61.1M	1,765,707	1,822,905
position key `pos:18125` · issuer key `iss:1092` COM	ADD	+$19.4M	+152,833	$39.9M	$59.3M	315,193	468,026
position key `pos:13330` · issuer key `iss:905` COM	ADD	+$8.1M	+45,584	$49.9M	$58.0M	1,446,315	1,491,899
position key `pos:13890` · issuer key `iss:1760` COM	ADD	+$26.8M	+62,652	$31.0M	$57.8M	167,940	230,592
position key `pos:15442` · issuer key `iss:356` COM	ADD	+$56.7M	+191,793	$994K	$57.7M	3,640	195,433
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$22.5M	+297,010	$32.6M	$55.1M	800,496	1,097,506
position key `pos:10600` · issuer key `iss:821` COM	TRIM	−$25.6M	−261,540	$80.4M	$54.8M	654,778	393,238
position key `pos:11609` · issuer key `iss:1447` COM	ADD	+$16.1M	+3,410	$37.5M	$53.6M	290,810	294,220
position key `pos:15168` · issuer key `iss:456` COM	TRIM	−$15.2M	−117,219	$68.5M	$53.3M	587,187	469,968
position key `pos:17694` · issuer key `iss:1732` COM	ADD	+$16.9M	+126,964	$36.1M	$53.0M	689,269	816,233
position key `pos:16114` · issuer key `iss:1682` COM	NEW	+$51.2M	+141,082	$0	$51.2M	—	141,082
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$7.1M	−11,158	$57.6M	$50.5M	1,048,024	1,036,866
position key `pos:11857` · issuer key `iss:678` COM	ADD	+$10.6M	+151,390	$39.3M	$49.9M	648,571	799,961
position key `pos:10822` · issuer key `iss:438` COM	ADD	+$15.6M	+4,633	$31.2M	$46.8M	160,277	164,910
position key `pos:12810` · issuer key `iss:920` COM	ADD	+$5.3M	+103,736	$41.0M	$46.3M	2,314,224	2,417,960
position key `pos:16680` · issuer key `iss:1336` COM	TRIM	+$8.4M	−237	$37.7M	$46.0M	610,343	610,106
position key `pos:18045` · issuer key `iss:630` COM	ADD	+$10.4M	+45,077	$35.4M	$45.8M	555,291	600,368
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$2.6M	−953	$48.2M	$45.6M	54,810	53,857
position key `pos:18104` · issuer key `iss:233` COM	TRIM	+$244K	−6,212	$44.8M	$45.1M	386,133	379,921
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$50.5M	−660,205	$95.1M	$44.5M	1,234,292	574,087
position key `pos:17863` · issuer key `iss:1147` COM	ADD	+$1.2M	+510	$42.8M	$44.0M	212,511	213,021
position key `pos:12832` · issuer key `iss:1358` COM	ADD	−$2.6M	+6,813	$46.4M	$43.8M	575,156	581,969
position key `pos:12950` · issuer key `iss:357` COM	TRIM	+$3.3M	−14,312	$40.4M	$43.7M	577,414	563,102
position key `pos:15580` · issuer key `iss:1538` COM	ADD	−$1.4M	+5,428	$42.9M	$41.5M	1,584,109	1,589,537
position key `pos:15134` · issuer key `iss:1844` COM	ADD	−$896K	+3,355	$42.3M	$41.4M	792,964	796,319
position key `pos:14103` · issuer key `iss:803` COM	ADD	+$20.7M	+900,855	$20.6M	$41.2M	803,166	1,704,021
position key `pos:14282` · issuer key `iss:1417` COM	ADD	−$2.9M	+51,477	$42.5M	$39.7M	379,071	430,548
position key `pos:15119` · issuer key `iss:489` COM	ADD	+$9.5M	+369,452	$27.2M	$36.7M	909,243	1,278,695
position key `sid:sec:prov:cfd8e6b12a549d6edf90187f5c06812a` · issuer key `cusip6:371927` COM	ADD	+$4.4M	+565	$30.8M	$35.3M	1,977,044	1,977,609
position key `pos:13791` · issuer key `iss:1460` COM	ADD	+$12.9M	+291,397	$21.6M	$34.5M	1,130,121	1,421,518
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	+$3.4M	−1,397	$30.8M	$34.2M	177,743	176,346
position key `pos:16597` · issuer key `iss:1339` COM	ADD	+$3.8M	+2,388	$30.0M	$33.8M	702,739	705,127
position key `pos:13079` · issuer key `iss:1364` COM	ADD	+$11.6M	+75,105	$20.8M	$32.4M	283,212	358,317
position key `pos:10453` · issuer key `iss:919` COM	ADD	+$15.4M	+714,080	$16.8M	$32.2M	709,640	1,423,720
position key `pos:12231` · issuer key `iss:551` COM	ADD	+$6.0M	+20,077	$26.2M	$32.1M	218,539	238,616
position key `pos:11901` · issuer key `iss:1012` COM	TRIM	−$43.5M	−321,507	$71.4M	$27.9M	505,689	184,182
position key `pos:17264` · issuer key `iss:136` COM	TRIM	−$9.2M	−839,531	$35.2M	$26.0M	1,978,405	1,138,874
position key `pos:18202` · issuer key `iss:1428` COM	ADD	+$5.5M	+45,567	$19.9M	$25.4M	522,146	567,713
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$1.6M	−5,275	$23.0M	$24.6M	328,551	323,276
position key `cusip:493271951` · issuer key `cusip6:493271` COM	ADD	+$5.4M	+49,802	$17.3M	$22.7M	540,069	589,871
position key `pos:12250` · issuer key `iss:1708` COM	TRIM	−$672K	−7,105	$21.8M	$21.2M	594,090	586,985
position key `pos:16925` · issuer key `iss:1696` COM	TRIM	−$4.3M	−270,559	$21.9M	$17.6M	798,348	527,789
position key `pos:14516` · issuer key `iss:1643` COM	ADD	+$2.6M	+12,615	$14.1M	$16.7M	159,597	172,212
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$3.4M	+17,461	$11.4M	$14.8M	141,569	159,030
position key `pos:11170` · issuer key `iss:421` COM	ADD	+$2.6M	+23,662	$12.2M	$14.8M	318,415	342,077
position key `pos:16507` · issuer key `iss:508` COM	ADD	−$2.2M	+3,001	$14.7M	$12.4M	41,570	44,571
position key `pos:14787` · issuer key `iss:1180` COM	ADD	+$4.3M	+2,958	$7.2M	$11.5M	44,139	47,097
position key `pos:13598` · issuer key `iss:1994` COM	ADD	+$3.1M	+31,387	$8.1M	$11.3M	110,252	141,639
position key `pos:11411` · issuer key `iss:97` COM	ADD	+$1.7M	+7,168	$9.2M	$11.0M	92,529	99,697
position key `pos:17365` · issuer key `iss:1396` COM	TRIM	−$1.3M	−62,038	$12.1M	$10.8M	344,670	282,632
position key `pos:14039` · issuer key `iss:112` COM	ADD	+$1.8M	+11,243	$8.8M	$10.6M	50,094	61,337
position key `pos:14916` · issuer key `iss:1946` COM	ADD	+$1.2M	+3,384	$9.2M	$10.4M	42,035	45,419
position key `pos:16803` · issuer key `iss:1277` ADR	ADD	+$2.6M	+22,898	$7.5M	$10.2M	97,592	120,490
position key `cusip:374825958` · issuer key `cusip6:374825` COM	ADD	+$2.1M	+40,404	$8.0M	$10.2M	438,136	478,540
position key `pos:10554` · issuer key `iss:1747` COM	ADD	+$1.2M	+4,408	$8.6M	$9.8M	42,299	46,707
position key `pos:16667` · issuer key `iss:362` COM	ADD	+$1.7M	+15,310	$8.1M	$9.8M	223,507	238,817
position key `pos:16984` · issuer key `iss:187` COM	TRIM	−$292K	−7,024	$9.9M	$9.6M	58,819	51,795
position key `pos:12127` · issuer key `iss:1315` COM	TRIM	−$1.9M	−67,795	$10.9M	$9.0M	261,635	193,840
position key `pos:11633` · issuer key `iss:673` COM	ADD	+$4.8M	+3,892	$3.6M	$8.4M	4,722	8,614
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$1.8M	+25,292	$6.4M	$8.2M	259,130	284,422
position key `pos:12693` · issuer key `iss:114` COM	ADD	+$2.5M	+16,653	$5.5M	$8.0M	41,814	58,467
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$781K	+1,908	$6.5M	$7.3M	28,193	30,101
position key `pos:12349` · issuer key `iss:93` COM	ADD	+$4.0M	+59,942	$3.1M	$7.1M	86,375	146,317
position key `pos:13774` · issuer key `iss:134` COM	ADD	+$1.4M	+5,977	$5.1M	$6.6M	149,397	155,374
position key `pos:11150` · issuer key `iss:1887` COM	ADD	+$2.5M	+1,752	$4.0M	$6.6M	24,766	26,518
position key `pos:17819` · issuer key `iss:437` COM	TRIM	+$994K	−2,520	$5.6M	$6.5M	103,786	101,266
position key `pos:17674` · issuer key `iss:728` COM	NEW	+$6.4M	+18,017	$0	$6.4M	—	18,017
position key `pos:18253` · issuer key `iss:1731` COM	ADD	+$2.2M	+3,410	$4.1M	$6.3M	91,718	95,128
position key `pos:15281` · issuer key `iss:1346` COM	ADD	+$2.7M	+15,150	$3.0M	$5.8M	73,671	88,821
position key `sid:sec:prov:e11f0280682e03dc7ee1dd54288a1c96` · issuer key `cusip6:86765Q` COM	NEW	+$5.5M	+88,613	$0	$5.5M	—	88,613
position key `pos:16804` · issuer key `iss:1945` COM	ADD	+$567K	+5,633	$4.7M	$5.3M	26,950	32,583
position key `pos:17546` · issuer key `iss:137` COM	NEW	+$5.0M	+117,701	$0	$5.0M	—	117,701
position key `pos:11461` · issuer key `iss:102` COM	ADD	+$1.6M	+8,964	$3.0M	$4.6M	26,384	35,348
position key `cusip:773915103` · issuer key `cusip6:773915` COM	ADD	+$304K	+19,462	$4.3M	$4.6M	210,930	230,392
position key `pos:15452` · issuer key `iss:863` COM	ADD	+$243K	+793	$4.4M	$4.6M	20,989	21,782
position key `pos:16252` · issuer key `iss:2290` COM	NEW	+$4.5M	+69,721	$0	$4.5M	—	69,721
position key `pos:11437` · issuer key `iss:1345` COM	ADD	+$1.8M	+3,139	$2.5M	$4.3M	27,353	30,492
position key `pos:11219` · issuer key `iss:1925` COM	ADD	+$43.3K	+2,171	$4.2M	$4.2M	25,729	27,900
position key `sid:sec:prov:ba312b1ecdb73a69bcdb3675571f2b13` · issuer key `cusip6:81617J` COM	ADD	+$1.5M	+20,773	$2.5M	$4.0M	240,603	261,376
position key `pos:13738` · issuer key `iss:1698` COM	ADD	+$591K	+2,822	$3.0M	$3.6M	34,154	36,976
position key `pos:15690` · issuer key `iss:610` COM	ADD	+$487K	+1,644	$2.3M	$2.8M	19,801	21,445

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 1

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12920` · issuer key `iss:1289` COM	NO CHANGE	−$10.1K	0	$229K	$219K	2,142	2,142

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 137 issuers · $3.7B disclosed value over 138 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

MPLX LP COM UNIT REP LTD · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$128M

2,239,694

3.5%

—

ENTERPRISE PRODS PARTNERS L P · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$120M

3,160,206

3.3%

—

ENERGY TRANSFER L P COM UT LTD · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$101M

5,216,847

2.8%

—

JOHNSON & JOHNSON COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$98.8M

404,296

2.7%

—

GSK PLC SPONSORED ADR · ADR CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$89.9M

1,629,351

2.5%

—

ABBVIE INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$86.6M

397,998

2.4%

—

EXELON CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$82.6M

1,685,069

2.3%

—

TC ENERGY CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$81.0M

1,294,518

2.2%

—

CONOCOPHILLIPS COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$80.5M

609,900

2.2%

—

STATE STR CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$75.4M

595,610

2.1%

—

CANADIAN NAT RES LTD COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$70.2M

1,440,125

1.9%

—

ENTERGY CORP NEW COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$69.6M

619,237

1.9%

—

OLD REP INTL CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$66.2M

1,658,950

1.8%

—

EAST WEST BANCORP INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$65.4M

612,464

1.8%

—

WESTERN MIDSTREAM PARTNERS LP · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$65.3M

1,584,975

1.8%

—

ENBRIDGE INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$63.4M

1,170,678

1.7%

—

WILLIAMS COS INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$63.3M

870,105

1.7%

—

PLAINS ALL AMERN PIPELINE L P · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$62.6M

2,801,601

1.7%

—

MEDTRONIC PLC SHS · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$61.9M

714,803

1.7%

—

KINDER MORGAN INC DEL COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$61.1M

1,822,905

1.7%

—

LAMAR ADVERTISING CO NEW CL A · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$59.3M

468,026

1.6%

—

HESS MIDSTREAM LP CL A SHS · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$58.0M

1,491,899

1.6%

—

TARGA RES CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$57.8M

230,592

1.6%

—

CME GROUP INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$57.7M

195,433

1.6%

—

VERIZON COMMUNICATIONS INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$55.1M

1,097,506

1.5%

—

GILEAD SCIENCES INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$54.8M

393,238

1.5%

—

PHILLIPS 66 COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$53.6M

294,220

1.5%

—

CITIGROUP INC COM NEW · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$53.3M

469,968

1.5%

—

SUNOCO LP/SUNOCO FIN CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$53.0M

816,233

1.4%

—

SNAP ON INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$51.2M

141,082

1.4%

—

BANK AMERICA CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$50.5M

1,036,866

1.4%

—

EQUITY LIFESTYLE PROPERTIES IN · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$49.9M

799,961

1.4%

—

CHENIERE ENERGY INC COM NEW · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$46.8M

164,910

1.3%

—

HOST HOTELS & RESORTS INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$46.3M

2,417,960

1.3%

—

NUTRIEN LTD COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$46.0M

610,106

1.3%

—

EASTMAN CHEM CO COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$45.8M

600,368

1.3%

—

GOLDMAN SACHS GROUP INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$45.6M

53,857

1.2%

—

BANK NEW YORK MELLON CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$45.1M

379,921

1.2%

—

CISCO SYS INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$44.5M

574,087

1.2%

—

M & T BK CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$44.0M

213,021

1.2%

—

OMNICOM GROUP INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$43.8M

581,969

1.2%

—

CMS ENERGY CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$43.7M

563,102

1.2%

—

REGIONS FINANCIAL CORP NEW COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$41.5M

1,589,537

1.1%

—

US BANCORP DEL COM NEW · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$41.4M

796,319

1.1%

—

GAP INC/THE · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$41.2M

1,704,021

1.1%

—

PAYCHEX INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$39.7M

430,548

1.1%

—

COMCAST CORP NEW CL A · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$36.7M

1,278,695

1.0%

—

GENESIS ENERGY L P UNIT LTD PA · COM CUSIP 371927104
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$35.3M

1,977,609

1.0%

—

PLAINS GP HLDGS L P LTD PARTNR · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$34.5M

1,421,518

0.9%

—

TEXAS INSTRS INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$34.2M

176,346

0.9%

—

OGE ENERGY CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$33.8M

705,127

0.9%

—

ONEOK INC NEW COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$32.4M

358,317

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HORMEL FOODS CORP · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

$32.2M

1,423,720

0.9%

—

DT MIDSTREAM INC COMMON STOCK · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$32.1M

238,616

0.9%

—

ISHARES TR SELECT DIVID ETF

2 positions · 2 reported rows

Rows MILLER HOWARD INVESTMENTS INC /NY reported for ISHARES TR SELECT DIVID ETF, as it reported them
ISHARES TR SELECT DIVID ETF · COM CUSIP — src ↗	$27.9M	184,182
ISHARES TR RUS 1000 VAL ETF · COM CUSIP — src ↗	$245K	1,147

ticker not yet mapped

$28.1M

185,329

0.8%

—

ANTERO MIDSTREAM CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$26.0M

1,138,874

0.7%

—

PEMBINA PIPELINE CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$25.4M

567,713

0.7%

—

COCA COLA CO COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$24.6M

323,276

0.7%

—

KEYERA CORP COM · COM CUSIP 493271951
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$22.7M

589,871

0.6%

—

STAG INDL INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$21.2M

586,985

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTH BOW CORP · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

$17.6M

527,789

0.5%

—

SEMPRA COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$16.7M

172,212

0.5%

—

NEXTERA ENERGY INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$14.8M

159,030

0.4%

—

CENTERPOINT ENERGY INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$14.8M

342,077

0.4%

—

CONSTELLATION ENERGY CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$12.4M

44,571

0.3%

—

MARATHON PETE CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$11.5M

47,097

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

XCEL ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

$11.3M

141,639

0.3%

—

AMEREN CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$11.0M

99,697

0.3%

—

PPL CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$10.8M

282,632

0.3%

—

AMERICAN TOWER CORP NEW COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$10.6M

61,337

0.3%

—

WASTE MGMT INC DEL COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$10.4M

45,419

0.3%

—

NATIONAL GRID PLC SPONSORED AD · ADR CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$10.2M

120,490

0.3%

—

GIBSON ENERGY INC COM · COM CUSIP 374825958
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$10.2M

478,540

0.3%

—

T-MOBILE US INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$9.8M

46,707

0.3%

—

CSX CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$9.8M

238,817

0.3%

—

ATMOS ENERGY CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$9.6M

51,795

0.3%

—

NISOURCE INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$9.0M

193,840

0.2%

—

EQUINIX INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$8.4M

8,614

0.2%

—

AT&T INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$8.2M

284,422

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN WTR WKS CO INC NEW CO · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

$8.0M

58,467

0.2%

—

UNION PAC CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$7.3M

30,101

0.2%

—

KINETIK HOLDINGS INC COM NEW C · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$7.1M

146,317

0.2%

—

ANTERO RESOURCES CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$6.6M

155,374

0.2%

—

VALERO ENERGY CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$6.6M

26,518

0.2%

—

CHENIERE ENERGY PARTNERS LP CO · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$6.5M

101,266

0.2%

—

FEDEX CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$6.4M

18,017

0.2%

—

SUNCOR ENERGY INC NEW COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$6.3M

95,128

0.2%

—

OCCIDENTAL PETE CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$5.8M

88,821

0.2%

—

SUNOCOCORP LLC LLC · COM CUSIP 86765Q106
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$5.5M

88,613

0.1%

—

WASTE CONNECTIONS INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$5.3M

32,583

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APA CORP · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

$5.0M

117,701

0.1%

—

AMERICAN ELEC PWR CO INC COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$4.6M

35,348

0.1%

—

ROCKPOINT GAS STORAGE INC CLAS · COM CUSIP 773915103
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$4.6M

230,392

0.1%

—

GULFPORT ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$4.6M

21,782

0.1%

—

FERROVIAL SE ORD · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$4.5M

69,721

0.1%

—

CHORD ENERGY CORPORATION COM N · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$4.3M

30,492

0.1%

—

VISTRA CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$4.2M

27,900

0.1%

—

SELECT WATER SOLUTIONS INC · COM CUSIP 81617J301
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$4.0M

261,376

0.1%

—

SOUTHERN CO COM · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$3.6M

36,976

0.1%

—

DUKE ENERGY CORP NEW COM NEW · COM CUSIP —
2026-03-31 filed 2026-04-20 +20d

src ↗

ticker not yet mapped

$2.8M

21,445

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 51.4%below median 80.0%
Concentration index: 159 bpsbelow median 446 bps
Positions with value: 138 / 138median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 51.4% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 159 · QoQ moves: 152

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open MILLER HOWARD INVESTMENTS INC /NY's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).