13F HOLDINGS REPORT
MILLER HOWARD INVESTMENTS INC /NY
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0000903947-26-000001
Total Value
$3.31B
Positions
140
Other Managers
0
Confidential Omitted
No
Holdings (140)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MPLX LP COM UNIT REP LTD | MPLXP | 2,315,921 | $123.6M | 3.73% |
| 2 | JOHNSON & JOHNSON COM | JNJ | 512,294 | $106.0M | 3.20% |
| 3 | ENTERPRISE PRODS PARTNERS L P | 293792107 | 3,112,119 | $99.8M | 3.01% |
| 4 | CISCO SYS INC COM | CSCO | 1,234,292 | $95.1M | 2.87% |
| 5 | ABBVIE INC COM | ABBV | 401,292 | $91.7M | 2.77% |
| 6 | OLD REP INTL CORP COM | 680223104 | 1,996,225 | $91.1M | 2.75% |
| 7 | ENERGY TRANSFER L P COM UT LTD | ET-PI | 5,229,111 | $86.2M | 2.60% |
| 8 | GSK PLC SPONSORED ADR | GLAXF | 1,642,114 | $80.5M | 2.43% |
| 9 | GILEAD SCIENCES INC COM | GILD | 654,778 | $80.4M | 2.43% |
| 10 | STATE STR CORP COM | STT-PG | 599,630 | $77.4M | 2.33% |
| 11 | ISHARES TR SELECT DIVID ETF | 464287168 | 505,689 | $71.4M | 2.15% |
| 12 | MEDTRONIC PLC SHS | MDT | 723,893 | $69.5M | 2.10% |
| 13 | EAST WEST BANCORP INC COM | EWBC | 618,551 | $69.5M | 2.10% |
| 14 | CITIGROUP INC COM NEW | C-PR | 587,187 | $68.5M | 2.07% |
| 15 | EXELON CORP COM | EXC | 1,443,215 | $62.9M | 1.90% |
| 16 | TC ENERGY CORP COM | TRPRF | 1,135,832 | $62.5M | 1.89% |
| 17 | WESTERN MIDSTREAM PARTNERS LP | WES | 1,491,432 | $58.9M | 1.78% |
| 18 | BANK AMERICA CORP COM | 060505104 | 1,048,024 | $57.6M | 1.74% |
| 19 | ENTERGY CORP NEW COM | ENO | 618,714 | $57.2M | 1.73% |
| 20 | WILLIAMS COS INC COM | 969457100 | 950,538 | $57.1M | 1.72% |
| 21 | CONOCOPHILLIPS COM | COP | 567,548 | $53.1M | 1.60% |
| 22 | ENBRIDGE INC COM | ENNPF | 1,099,664 | $52.6M | 1.59% |
| 23 | PLAINS ALL AMERN PIPELINE L P | 726503105 | 2,854,516 | $51.3M | 1.55% |
| 24 | HESS MIDSTREAM LP CL A SHS | HESM | 1,446,315 | $49.9M | 1.51% |
| 25 | KINDER MORGAN INC DEL COM | EP-PC | 1,765,707 | $48.5M | 1.46% |
| 26 | GOLDMAN SACHS GROUP INC COM | GSCE | 54,810 | $48.2M | 1.45% |
| 27 | CANADIAN NAT RES LTD COM | 136385101 | 1,384,034 | $46.8M | 1.41% |
| 28 | OMNICOM GROUP INC COM | OMC | 575,156 | $46.4M | 1.40% |
| 29 | BANK NEW YORK MELLON CORP COM | 064058100 | 386,133 | $44.8M | 1.35% |
| 30 | VICI PPTYS INC COM | 925652109 | 1,577,879 | $44.4M | 1.34% |
| 31 | REGIONS FINANCIAL CORP NEW COM | RF-PF | 1,584,109 | $42.9M | 1.30% |
| 32 | M & T BK CORP COM | 55261F104 | 212,511 | $42.8M | 1.29% |
| 33 | PAYCHEX INC COM | PAYX | 379,071 | $42.5M | 1.28% |
| 34 | US BANCORP DEL COM NEW | USB-PS | 792,964 | $42.3M | 1.28% |
| 35 | HOST HOTELS & RESORTS INC COM | HST | 2,314,224 | $41.0M | 1.24% |
| 36 | CMS ENERGY CORP COM | CMS-PC | 577,414 | $40.4M | 1.22% |
| 37 | LAMAR ADVERTISING CO NEW CL A | LAMR | 315,193 | $39.9M | 1.20% |
| 38 | EQUITY LIFESTYLE PROPERTIES IN | 29472R108 | 648,571 | $39.3M | 1.19% |
| 39 | NUTRIEN LTD COM | NTR | 610,343 | $37.7M | 1.14% |
| 40 | PHILLIPS 66 COM | PSX | 290,810 | $37.5M | 1.13% |
| 41 | SUNOCO LP/SUNOCO FIN CORP COM | SUN | 689,269 | $36.1M | 1.09% |
| 42 | EASTMAN CHEM CO COM | EMN | 555,291 | $35.4M | 1.07% |
| 43 | ANTERO MIDSTREAM CORP COM | AM | 1,978,405 | $35.2M | 1.06% |
| 44 | VERIZON COMMUNICATIONS INC COM | VZ | 800,496 | $32.6M | 0.98% |
| 45 | CHENIERE ENERGY INC COM NEW | LNG | 160,277 | $31.2M | 0.94% |
| 46 | TARGA RES CORP COM | TRGP | 167,940 | $31.0M | 0.94% |
| 47 | GENESIS ENERGY L P UNIT LTD PA | GEL | 1,977,044 | $30.8M | 0.93% |
| 48 | TEXAS INSTRS INC COM | 882508104 | 177,743 | $30.8M | 0.93% |
| 49 | OGE ENERGY CORP COM | OGE | 702,739 | $30.0M | 0.91% |
| 50 | COMCAST CORP NEW CL A | CCZ | 909,243 | $27.2M | 0.82% |
| 51 | DT MIDSTREAM INC COMMON STOCK | DTM | 218,539 | $26.2M | 0.79% |
| 52 | COCA COLA CO COM | KO | 328,551 | $23.0M | 0.69% |
| 53 | SOUTH BOW CORP | SOBO | 798,348 | $21.9M | 0.66% |
| 54 | STAG INDL INC COM | 85254J102 | 594,090 | $21.8M | 0.66% |
| 55 | PLAINS GP HLDGS L P LTD PARTNR | PAGP | 1,130,121 | $21.6M | 0.65% |
| 56 | ONEOK INC NEW COM | OKE | 283,212 | $20.8M | 0.63% |
| 57 | GAP INC/THE | GAP | 803,166 | $20.6M | 0.62% |
| 58 | PEMBINA PIPELINE CORP COM | PPLOF | 522,146 | $19.9M | 0.60% |
| 59 | KEYERA CORP COM | BEKE | 540,069 | $17.3M | 0.52% |
| 60 | HORMEL FOODS CORP | HRL | 709,640 | $16.8M | 0.51% |
| 61 | BLOCK H & R INC COM | BSQKZ | 370,841 | $16.2M | 0.49% |
| 62 | CONSTELLATION ENERGY CORP COM | CEG | 41,570 | $14.7M | 0.44% |
| 63 | SEMPRA COM | SREA | 159,597 | $14.1M | 0.43% |
| 64 | CENTERPOINT ENERGY INC COM | CNP | 318,415 | $12.2M | 0.37% |
| 65 | PPL CORP COM | PPLC | 344,670 | $12.1M | 0.36% |
| 66 | NEXTERA ENERGY INC COM | NEE-PW | 141,569 | $11.4M | 0.34% |
| 67 | NISOURCE INC COM | NI | 261,635 | $10.9M | 0.33% |
| 68 | ATMOS ENERGY CORP COM | ATO | 58,819 | $9.9M | 0.30% |
| 69 | AMEREN CORP COM | AEE | 92,529 | $9.2M | 0.28% |
| 70 | WASTE MGMT INC DEL COM | 94106L109 | 42,035 | $9.2M | 0.28% |
| 71 | AMERICAN TOWER CORP NEW COM | 03027X100 | 50,094 | $8.8M | 0.27% |
| 72 | T-MOBILE US INC COM | TMUSZ | 42,299 | $8.6M | 0.26% |
| 73 | XCEL ENERGY INC | XELLL | 110,252 | $8.1M | 0.25% |
| 74 | CSX CORP COM | CSX | 223,507 | $8.1M | 0.24% |
| 75 | GIBSON ENERGY INC COM | 374825958 | 438,136 | $8.0M | 0.24% |
| 76 | NATIONAL GRID PLC SPONSORED AD | NMPWP | 97,592 | $7.5M | 0.23% |
| 77 | MARATHON PETE CORP COM | MARA | 44,139 | $7.2M | 0.22% |
| 78 | ALERIAN ENERGY INFRASTRUCTURE | 00162Q676 | 217,385 | $6.8M | 0.21% |
| 79 | UNION PAC CORP COM | UNP | 28,193 | $6.5M | 0.20% |
| 80 | AT&T INC COM | T-PC | 259,130 | $6.4M | 0.19% |
| 81 | SELECT SECTOR SPDR TR SBI INT- | 81369Y886 | 131,131 | $5.6M | 0.17% |
| 82 | CHENIERE ENERGY PARTNERS LP CO | LNG | 103,786 | $5.6M | 0.17% |
| 83 | AMERICAN WTR WKS CO INC NEW CO | 030420103 | 41,814 | $5.5M | 0.16% |
| 84 | ANTERO RESOURCES CORP COM | AR | 149,397 | $5.1M | 0.16% |
| 85 | WASTE CONNECTIONS INC COM | WCN | 26,950 | $4.7M | 0.14% |
| 86 | GULFPORT ENERGY CORP | GPOR | 20,989 | $4.4M | 0.13% |
| 87 | ROCKPOINT GAS STORAGE INC CLAS | 773915103 | 210,930 | $4.3M | 0.13% |
| 88 | VISTRA CORP COM | VST | 25,729 | $4.2M | 0.13% |
| 89 | SUNCOR ENERGY INC NEW COM | SU | 91,718 | $4.1M | 0.12% |
| 90 | VALERO ENERGY CORP COM | VLO | 24,766 | $4.0M | 0.12% |
| 91 | SPDR S&P 500 ETF TR TR UNIT | SPY | 5,508 | $3.8M | 0.11% |
| 92 | EQUINIX INC COM | EQIX | 4,722 | $3.6M | 0.11% |
| 93 | KINETIK HOLDINGS INC COM NEW C | KNTK | 86,375 | $3.1M | 0.09% |
| 94 | AMERICAN ELEC PWR CO INC COM | 025537101 | 26,384 | $3.0M | 0.09% |
| 95 | OCCIDENTAL PETE CORP COM | 674599105 | 73,671 | $3.0M | 0.09% |
| 96 | SOUTHERN CO COM | SOMN | 34,154 | $3.0M | 0.09% |
| 97 | EXXON MOBIL CORP COM | XOM | 23,221 | $2.8M | 0.08% |
| 98 | CHORD ENERGY CORPORATION COM N | CHRD | 27,353 | $2.5M | 0.08% |
| 99 | SELECT WATER SOLUTIONS INC | WTTR | 240,603 | $2.5M | 0.08% |
| 100 | CROWN CASTLE INC COM | CCI | 27,538 | $2.4M | 0.07% |
| 101 | UNITED PARCEL SERVICE INC CL B | UPS | 24,555 | $2.4M | 0.07% |
| 102 | DOMINION ENERGY INC COM | D | 40,497 | $2.4M | 0.07% |
| 103 | JPMORGAN CHASE & CO. COM | VYLD | 7,221 | $2.3M | 0.07% |
| 104 | DUKE ENERGY CORP NEW COM NEW | DUKB | 19,801 | $2.3M | 0.07% |
| 105 | PUBLIC SVC ENTERPRISE GRP INC | 744573106 | 27,377 | $2.2M | 0.07% |
| 106 | ALPS ETF TR ALERIAN MLP | 00162Q452 | 44,910 | $2.1M | 0.06% |
| 107 | DTE ENERGY CO COM | DTK | 15,347 | $2.0M | 0.06% |
| 108 | SELECT SECTOR SPDR TR ENERGY | 81369Y506 | 40,814 | $1.8M | 0.06% |
| 109 | WEC ENERGY GROUP INC COM | WEC | 17,256 | $1.8M | 0.05% |
| 110 | ALLIANT ENERGY CORP COM | LNT | 27,815 | $1.8M | 0.05% |
| 111 | LIBERTY ENERGY INC COM CL A | LBRT | 96,234 | $1.8M | 0.05% |
| 112 | JEFFERIES FINL GROUP INC COM | 47233W109 | 28,608 | $1.8M | 0.05% |
| 113 | BAKER HUGHES COMPANY CL A | BKR | 37,646 | $1.7M | 0.05% |
| 114 | CHEVRON CORP NEW COM | CVX | 10,601 | $1.6M | 0.05% |
| 115 | EVERGY INC COM | EVRG | 21,010 | $1.5M | 0.05% |
| 116 | MDU RES GROUP INC COM | 552690109 | 67,262 | $1.3M | 0.04% |
| 117 | PG&E CORP COM | PCG-PX | 81,575 | $1.3M | 0.04% |
| 118 | ISHARES TR RUS 1000 VAL ETF | 464287598 | 6,101 | $1.3M | 0.04% |
| 119 | BROADCOM INC COM | AVGO | 3,683 | $1.3M | 0.04% |
| 120 | NRG ENERGY INC COM NEW | NRG | 7,684 | $1.2M | 0.04% |
| 121 | FORTIS INC COM | FTRSF | 22,878 | $1.2M | 0.04% |
| 122 | HALLIBURTON CO COM | HAL | 39,180 | $1.1M | 0.03% |
| 123 | BLACK HILLS CORP COM | BKH | 15,357 | $1.1M | 0.03% |
| 124 | ONE GAS INC COM | OGS | 13,277 | $1.0M | 0.03% |
| 125 | COTERRA ENERGY INC COM | CTRA | 37,967 | $999,291 | 0.03% |
| 126 | CME GROUP INC COM | CME | 3,640 | $994,011 | 0.03% |
| 127 | RANGE RES CORP COM | RRC | 26,139 | $921,661 | 0.03% |
| 128 | AES CORP COM | AES | 62,377 | $894,486 | 0.03% |
| 129 | EVERSOURCE ENERGY COM | ES | 13,169 | $886,669 | 0.03% |
| 130 | CARDINAL HEALTH INC COM | CAH | 3,930 | $807,580 | 0.02% |
| 131 | OVINTIV INC COM | OVV | 18,910 | $741,083 | 0.02% |
| 132 | ROYAL BK CDA COM | 780087102 | 3,867 | $659,261 | 0.02% |
| 133 | TOTALENERGIES SE | TTE | 9,208 | $602,359 | 0.02% |
| 134 | VANGUARD STAR FD VG TL INTL ST | 921909768 | 6,779 | $511,408 | 0.02% |
| 135 | iShares Global Infrastructure | 464288372 | 8,099 | $496,984 | 0.01% |
| 136 | RADIAN GROUP INC COM | RDN | 11,612 | $417,916 | 0.01% |
| 137 | TAIWAN SEMICONDUCTOR MFG LTD S | 874039100 | 973 | $295,685 | 0.01% |
| 138 | ISHARES TR CORE HIGH DV ETF | 46429B663 | 2,086 | $253,638 | 0.01% |
| 139 | NETAPP INC COM | NTAP | 2,142 | $229,387 | 0.01% |
| 140 | CAMDEN PPTY TR SH BEN INT | 133131102 | 1,854 | $204,088 | 0.01% |