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CIK: 0000903947
Total reported value
$3.8B
$3.8B
139 檔
13.3%
The Q1 2025 SEC filing reveals that Miller Howard Investments Inc /ny held a total portfolio value of $3.8B, covering 139 public equity positions.
In Q1 2025, Miller Howard Investments Inc /ny displayed an active expansion posture, initiating 139 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MPLX, EPD, ET) accounted for 13.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
MPLX
市值: $124.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | Stock-Energy | 3.95% | -0.01% | -1.66% | |
| 2 | EPD | Enterprise Products Partners | Stock-Energy | 3.62% | -0.14% | +3.88% | |
| 3 | ET | Energy Transfer LP | Stock-Energy | 2.98% | -0.05% | -9.85% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.73% | +0.02% | +23.64% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.70% | +0.28% | -0.99% | |
| 6 | PAYX | Paychex Inc | Stock-Tech | 2.67% | +0.23% | -1.51% | |
| 7 | ORI | Old Republic Intl CORP | Stock-Financials | 2.52% | -0.60% | -1.51% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 2.45% | +0.55% | -1.34% | |
| 9 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.37% | -0.19% | -29.48% | |
| 10 | EXC | Exelon CORP | Stock-Utilities | 2.11% | -0.26% | +5.53% | |
| 11 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.10% | -1.13% | -25.32% | |
| 12 | MDT | Medtronic plc | Stock-Healthcare | 2.09% | +0.08% | -0.43% | |
| 13 | VICI | Vici Properties Inc | Stock-Real Estate | 2.09% | — | — | |
| 14 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.03% | -0.82% | +138.35% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.99% | -0.01% | — | |
| 16 | WES | Western Midstream Partners L | Stock-Energy | 1.86% | +0.13% | -8.93% | |
| 17 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.82% | +0.06% | +9.60% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | — | -20.79% | |
| 19 | EWBC | East West Bancorp Inc | Stock-Financials | 1.78% | +0.31% | -1.41% | |
| 20 | HESM | Hess Midstream LP - Class A | Stock-Other | 1.75% | -0.04% | +53.45% | |
| 21 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.64% | -0.99% | -3.88% | |
| 22 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.64% | — | +2.67% | |
| 23 | ETR | Entergy CORP | Stock-Utilities | 1.64% | +0.01% | -3.60% | |
| 24 | ENB | Enbridge Inc | Stock-Energy | 1.56% | -0.05% | +24.12% | |
| 25 | TRGP | Targa Resources CORP | Stock-Energy | 1.52% | +0.14% | -31.80% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.50% | -0.14% | -29.59% | |
| 27 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.45% | — | -1.69% | |
| 28 | CNQ | Canadian Natural Resources | Stock-Energy | 1.41% | -0.42% | +30.68% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 1.41% | +0.19% | -1.37% | |
| 30 | CMS | Cms Energy CORP | Stock-Utilities | 1.36% | -0.03% | +0.60% | |
| 31 | STT | State Street CORP | Stock-Financials | 1.35% | +0.20% | — | |
| 32 | WMB | Williams Cos Inc | Stock-Energy | 1.35% | +0.06% | +3.66% | |
| 33 | SUN | Sunoco LP | Stock-Other | 1.27% | +0.29% | +15.49% | |
| 34 | LNG | Cheniere Energy Inc | Stock-Energy | 1.19% | -0.23% | -12.71% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.17% | -0.17% | -5.35% | |
| 36 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.15% | +0.32% | -1.36% | |
| 37 | OKE | Oneok Inc | Stock-Energy | 1.15% | -0.04% | +1.12% | |
| 38 | PSX | Phillips 66 | Stock-Energy | 1.12% | -0.16% | +0.12% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.05% | +0.61% | -58.43% | |
| 40 | C | Citigroup Inc | Stock-Financials | 1.05% | +0.29% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.04% | — | -1.07% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 1.04% | +0.46% | -1.55% | |
| 43 | OGE | Oge Energy CORP | Stock-Utilities | 1.03% | -0.01% | -0.88% | |
| 44 | AM | Antero Midstream CORP | Stock-Energy | 0.99% | -0.04% | +0.77% | |
| 45 | NTR | Nutrien LTD | Stock-Materials | 0.98% | -0.24% | +36.05% | |
| 46 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 0.97% | -0.04% | -6.69% | |
| 47 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.97% | — | — | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.95% | +0.19% | -65.98% | |
| 49 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.93% | — | +26.86% | |
| 50 | TRP | Tc Energy CORP | Stock-Energy | 0.89% | +0.01% | -0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | — | NEW | New buy |
| 2 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 3 | ET | Energy Transfer LP | — | NEW | New buy |
| 4 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 5 | ABBV | Abbvie Inc | — | NEW | New buy |
| 6 | PAYX | Paychex Inc | — | NEW | New buy |
| 7 | ORI | Old Republic Intl CORP | — | NEW | New buy |
| 8 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 9 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 10 | EXC | Exelon CORP | — | NEW | New buy |
| 11 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 12 | MDT | Medtronic plc | — | NEW | New buy |
| 13 | VICI | Vici Properties Inc | — | NEW | New buy |
| 14 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 15 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 16 | WES | Western Midstream Partners L | — | NEW | New buy |
| 17 | PAA | Plains All Amer Pipeline LP | — | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 19 | EWBC | East West Bancorp Inc | — | NEW | New buy |
| 20 | HESM | Hess Midstream LP - Class A | — | NEW | New buy |
| 21 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 22 | TTEN | Totalenergies Se -spon Adr | — | NEW | New buy |
| 23 | ETR | Entergy CORP | — | NEW | New buy |
| 24 | ENB | Enbridge Inc | — | NEW | New buy |
| 25 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 26 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 27 | IPG | Interpublic Group Of Cos Inc | — | NEW | New buy |
| 28 | CNQ | Canadian Natural Resources | — | NEW | New buy |
| 29 | BAC | Bank Of America CORP | — | NEW | New buy |
| 30 | CMS | Cms Energy CORP | — | NEW | New buy |
| 31 | STT | State Street CORP | — | NEW | New buy |
| 32 | WMB | Williams Cos Inc | — | NEW | New buy |
| 33 | SUN | Sunoco LP | — | NEW | New buy |
| 34 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 35 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 36 | LAMR | Lamar Advertising Co-a | — | NEW | New buy |
| 37 | OKE | Oneok Inc | — | NEW | New buy |
| 38 | PSX | Phillips 66 | — | NEW | New buy |
| 39 | KO | Coca-cola Co/the | — | NEW | New buy |
| 40 | C | Citigroup Inc | — | NEW | New buy |
| 41 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 42 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 43 | OGE | Oge Energy CORP | — | NEW | New buy |
| 44 | AM | Antero Midstream CORP | — | NEW | New buy |
| 45 | NTR | Nutrien LTD | — | NEW | New buy |
| 46 | PAGP | Plains Gp Holdings Lp-cl A | — | NEW | New buy |
| 47 | HRB | H&r Block Inc | — | NEW | New buy |
| 48 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 49 | CAG | Conagra Brands Inc | — | NEW | New buy |
| 50 | TRP | Tc Energy CORP | — | 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 139 disclosed positions in Q1 2025.
During Q1 2025, Miller Howard Investments Inc /ny's top holdings by market value included MPLX (4.0%)、EPD (3.6%)、ET (3.0%). The largest single position, MPLX, represented 4.0% of total portfolio value.
In Q1 2025, Miller Howard Investments Inc /ny made 139 total portfolio adjustments, initiating 139 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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