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CIK: 0000903947
Total reported value
$3.8B
$3.8B
136 檔
13.8%
In Q4 2024, Miller Howard Investments Inc /ny's U.S. equity holdings reached a combined market value of $3.8B, distributed across 136 disclosed stock positions.
In Q4 2024, Miller Howard Investments Inc /ny adopted a defensive or profit-taking posture, trimming 78 positions and completely liquidating 67 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | Stock-Energy | 3.71% | -0.01% | -9.47% | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 3.60% | -0.05% | -9.87% | |
| 3 | JEF | Jefferies Financial Group In | Stock-Financials | 3.40% | — | -1.44% | |
| 4 | EPD | Enterprise Products Partners | Stock-Energy | 3.31% | -0.14% | +5.01% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.03% | +0.19% | -1.26% | |
| 6 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.86% | -0.19% | -10.90% | |
| 7 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.67% | -1.13% | -1.30% | |
| 8 | PAYX | Paychex Inc | Stock-Tech | 2.54% | +0.23% | -1.36% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.46% | +0.55% | -9.20% | |
| 10 | ORI | Old Republic Intl CORP | Stock-Financials | 2.44% | -0.60% | -11.52% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.39% | +0.28% | -1.52% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | — | -10.45% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.27% | +0.61% | -7.89% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.15% | -0.14% | +369.53% | |
| 15 | TRGP | Targa Resources CORP | Stock-Energy | 2.05% | +0.14% | +3.84% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.99% | +0.02% | -21.28% | |
| 17 | EWBC | East West Bancorp Inc | Stock-Financials | 1.99% | +0.31% | -1.21% | |
| 18 | WES | Western Midstream Partners L | Stock-Energy | 1.98% | +0.13% | -8.23% | |
| 19 | RY | Royal Bank Of Canada | Stock-Financials | 1.94% | — | -1.29% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.93% | +0.08% | -2.28% | |
| 21 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.80% | -0.99% | -2.00% | |
| 22 | EXC | Exelon CORP | Stock-Utilities | 1.69% | -0.26% | -5.13% | |
| 23 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.57% | — | -4.11% | |
| 24 | ETR | Entergy CORP | Stock-Utilities | 1.56% | +0.01% | +99.95% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.55% | +0.19% | -1.28% | |
| 26 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.47% | +0.06% | +1.48% | |
| 27 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.39% | — | -4.88% | |
| 28 | LNG | Cheniere Energy Inc | Stock-Energy | 1.31% | -0.23% | -4.06% | |
| 29 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 1.30% | +0.25% | -7.39% | |
| 30 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.29% | +0.32% | -1.36% | |
| 31 | RHI | Robert Half Inc | Stock-Industrials | 1.26% | — | -0.49% | |
| 32 | ENB | Enbridge Inc | Stock-Energy | 1.24% | -0.05% | +5.28% | |
| 33 | CMS | Cms Energy CORP | Stock-Utilities | 1.24% | -0.03% | -13.93% | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.23% | -0.17% | +14.88% | |
| 35 | USB | US Bancorp | Stock-Financials | 1.22% | +0.43% | — | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 1.22% | +0.06% | -3.79% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.21% | — | -12.79% | |
| 38 | OKE | Oneok Inc | Stock-Energy | 1.18% | -0.04% | -12.45% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 1.14% | +0.46% | -19.11% | |
| 40 | CNQ | Canadian Natural Resources | Stock-Energy | 1.12% | -0.42% | -33.37% | |
| 41 | 0E41 | Enlink Midstream LLC | Stock-Other | 1.08% | — | +1.44% | |
| 42 | PSX | Phillips 66 | Stock-Energy | 1.07% | -0.16% | -2.19% | |
| 43 | HESM | Hess Midstream LP - Class A | Stock-Other | 1.03% | -0.04% | -21.75% | |
| 44 | SUN | Sunoco LP | Stock-Other | 1.01% | +0.29% | +0.90% | |
| 45 | OGE | Oge Energy CORP | Stock-Utilities | 0.97% | -0.01% | -18.00% | |
| 46 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.93% | -0.04% | +2.33% | |
| 47 | TRP | Tc Energy CORP | Stock-Energy | 0.91% | +0.01% | -19.29% | |
| 48 | EIX | Edison International | Stock-Utilities | 0.90% | — | +565.47% | |
| 49 | AM | Antero Midstream CORP | Stock-Energy | 0.85% | -0.04% | -20.28% | |
| 50 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.79% | — | -39.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DVY | Ishares Select Dividend ETF | +1.7% | +369.53% | Add |
| 2 | USB | US Bancorp | +1.2% | NEW | New buy |
| 3 | JEF | Jefferies Financial Group In | +0.9% | -1.44% | Trim |
| 4 | GSK | Gsk Plc-spon Adr | +0.8% | NEW | New buy |
| 5 | EIX | Edison International | +0.8% | +565.47% | Add |
| 6 | EPD | Enterprise Products Partners | +0.6% | +5.01% | Add |
| 7 | GS | Goldman Sachs Group Inc | +0.5% | -1.26% | Trim |
| 8 | ET | Energy Transfer LP | +0.5% | -9.87% | Trim |
| 9 | TRGP | Targa Resources CORP | +0.5% | +3.84% | Add |
| 10 | KMI | Kinder Morgan, Inc. | +0.4% | +14.88% | Add |
| 11 | EWBC | East West Bancorp Inc | +0.4% | -1.21% | Trim |
| 12 | SOBO | South Bow CORP | +0.3% | NEW | New buy |
| 13 | BNY | Bank Of New York Mellon CORP | +0.3% | -1.30% | Trim |
| 14 | ETR | Entergy CORP | +0.3% | +99.95% | Add |
| 15 | DTM | Dt Midstream Inc | +0.3% | +17.68% | Add |
| 16 | LNG | Cheniere Energy Inc | +0.2% | -4.06% | Trim |
| 17 | PAYX | Paychex Inc | +0.2% | -1.36% | Trim |
| 18 | WMB | Williams Cos Inc | +0.2% | -3.79% | Trim |
| 19 | BAC | Bank Of America CORP | +0.2% | -1.28% | Trim |
| 20 | ENB | Enbridge Inc | +0.2% | +5.28% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.2% | -10.45% | Trim |
| 22 | CSCO | Cisco Systems Inc | +0.2% | -9.20% | Trim |
| 23 | KNTK | Kinetik Holdings Inc | +0.1% | +5.31% | Add |
| 24 | MPLX | Mplx LP | +0.1% | -9.47% | Trim |
| 25 | GILD | Gilead Sciences Inc | +0.1% | -10.90% | Trim |
| 26 | RHI | Robert Half Inc | +0.1% | -0.49% | Trim |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +253.19% | Add |
| 28 | PBA | Pembina Pipeline CORP | +0.1% | +25.54% | Add |
| 29 | EQIX | Equinix Inc | +0.1% | NEW | New buy |
| 30 | PAA | Plains All Amer Pipeline LP | +0.1% | +1.48% | Add |
| 31 | LBRT | Liberty Energy Inc | +0.1% | +315.83% | Add |
| 32 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | +2.33% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +701.32% | Add |
| 34 | NI | Nisource Inc | +0.1% | +3.40% | Add |
| 35 | 0E41 | Enlink Midstream LLC | +0.1% | +1.44% | Add |
| 36 | CNP | Centerpoint Energy Inc | +0.1% | +5.39% | Add |
| 37 | SM | Sm Energy Co | 0% | +277.78% | Add |
| 38 | AVGO | Broadcom Inc | 0% | +226.46% | Add |
| 39 | TMUS | T-mobile US Inc | 0% | +3.58% | Add |
| 40 | SRE | Sempra | 0% | +3.37% | Add |
| 41 | RY | Royal Bank Of Canada | 0% | -1.29% | Trim |
| 42 | OKE | Oneok Inc | 0% | -12.45% | Trim |
| 43 | SUN | Sunoco LP | 0% | +0.90% | Add |
| 44 | IWD | Ishares Russell 1000 Value E | 0% | NEW | New buy |
| 45 | XLE | Ss Energy Select Sector | 0% | +60.29% | Add |
| 46 | AR | Antero Resources CORP | 0% | -4.34% | Trim |
| 47 | CQP | Cheniere Energy Partners LP | 0% | +1.56% | Add |
| 48 | AMLP | Alerian Mlp ETF | 0% | NEW | New buy |
| 49 | PCG | P G & E CORP | 0% | +74.49% | Add |
| 50 | CAH | Cardinal Health Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Miller Howard Investments Inc /ny reported a total U.S. public equity portfolio value of $3.8B across 136 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MPLX, ET, JEF) accounted for 13.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
USB
市值: $37.1M
Top Position Liquidated / Trimmed
MSM
前期市值: $21.5M
During Q4 2024, Miller Howard Investments Inc /ny's top holdings by market value included MPLX (3.7%)、ET (3.6%)、JEF (3.4%). The largest single position, MPLX, represented 3.7% of total portfolio value.
In Q4 2024, Miller Howard Investments Inc /ny made 200 total portfolio adjustments, initiating 8 new buys, adding to 47 positions, trimming 78 holdings, and fully liquidating 67 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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