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CIK: 0000903947
Total reported value
$3.8B
$3.8B
136 檔
12.7%
At the close of Q2 2025, Miller Howard Investments Inc /ny disclosed equity holdings valued at approximately $3.8B, spread across 136 reported holdings.
In Q2 2025, Miller Howard Investments Inc /ny displayed an active expansion posture, initiating 4 new positions and adding to 86 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPLX | Mplx LP | Stock-Energy | 3.66% | -0.01% | -3.43% | |
| 2 | EPD | Enterprise Products Partners | Stock-Energy | 3.30% | -0.14% | +0.73% | |
| 3 | ET | Energy Transfer LP | Stock-Energy | 3.00% | -0.05% | +3.60% | |
| 4 | CSCO | Cisco Systems Inc | Stock-Tech | 2.75% | +0.55% | +0.20% | |
| 5 | PAYX | Paychex Inc | Stock-Tech | 2.51% | +0.23% | +0.19% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.51% | +0.02% | +0.00% | |
| 7 | ORI | Old Republic Intl CORP | Stock-Financials | 2.46% | -0.60% | +0.14% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.39% | +0.28% | +0.15% | |
| 9 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.33% | -0.19% | -0.17% | |
| 10 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.27% | -1.13% | -0.16% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | — | +0.19% | |
| 12 | VICI | Vici Properties Inc | Stock-Real Estate | 2.09% | — | +0.25% | |
| 13 | STT | State Street CORP | Stock-Financials | 2.04% | +0.20% | +27.42% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 2.03% | +0.08% | +0.13% | |
| 15 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.02% | -0.82% | +0.79% | |
| 16 | EWBC | East West Bancorp Inc | Stock-Financials | 2.00% | +0.31% | +0.05% | |
| 17 | EXC | Exelon CORP | Stock-Utilities | 1.99% | -0.26% | +0.38% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.91% | -0.01% | +0.64% | |
| 19 | WES | Western Midstream Partners L | Stock-Energy | 1.80% | +0.13% | +2.95% | |
| 20 | WMB | Williams Cos Inc | Stock-Energy | 1.80% | +0.06% | +27.64% | |
| 21 | TRP | Tc Energy CORP | Stock-Energy | 1.79% | +0.01% | +93.81% | |
| 22 | ENB | Enbridge Inc | Stock-Energy | 1.76% | -0.05% | +11.12% | |
| 23 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.66% | +0.06% | +0.10% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.61% | -0.99% | +1.47% | |
| 25 | ETR | Entergy CORP | Stock-Utilities | 1.60% | +0.01% | +1.10% | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.60% | +0.29% | +27.38% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 1.59% | +0.19% | +0.14% | |
| 28 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.59% | -0.17% | +31.92% | |
| 29 | HESM | Hess Midstream LP - Class A | Stock-Other | 1.55% | -0.04% | -2.06% | |
| 30 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 1.55% | — | -0.16% | |
| 31 | CNQ | Canadian Natural Resources | Stock-Energy | 1.45% | -0.42% | +0.83% | |
| 32 | LNG | Cheniere Energy Inc | Stock-Energy | 1.41% | -0.23% | +12.76% | |
| 33 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 1.33% | — | +2.52% | |
| 34 | CMS | Cms Energy CORP | Stock-Utilities | 1.26% | -0.03% | +0.73% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.23% | +0.19% | +0.19% | |
| 36 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.23% | +0.32% | +0.42% | |
| 37 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 1.20% | +0.25% | +26.61% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 1.20% | +0.46% | +0.15% | |
| 39 | SUN | Sunoco LP | Stock-Other | 1.17% | +0.29% | +0.56% | |
| 40 | USB | US Bancorp | Stock-Financials | 1.17% | +0.43% | +25.76% | |
| 41 | AM | Antero Midstream CORP | Stock-Energy | 1.16% | -0.04% | +11.22% | |
| 42 | NTR | Nutrien LTD | Stock-Materials | 1.15% | -0.24% | +0.15% | |
| 43 | PSX | Phillips 66 | Stock-Energy | 1.07% | -0.16% | -0.72% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | +0.61% | -0.37% | |
| 45 | OGE | Oge Energy CORP | Stock-Utilities | 1.00% | -0.01% | +0.23% | |
| 46 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.98% | — | +1.27% | |
| 47 | JEF | Jefferies Financial Group In | Stock-Financials | 0.90% | — | +0.13% | |
| 48 | TRGP | Targa Resources CORP | Stock-Energy | 0.89% | +0.14% | -32.61% | |
| 49 | EMN | Eastman Chemical Co | Stock-Materials | 0.83% | -0.18% | — | |
| 50 | GEL | Genesis Energy L.p. | Stock-Other | 0.81% | -0.42% | +20.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TRP | Tc Energy CORP | +0.9% | +93.81% | Add |
| 2 | EMN | Eastman Chemical Co | +0.8% | NEW | New buy |
| 3 | STT | State Street CORP | +0.7% | +27.42% | Add |
| 4 | C | Citigroup Inc | +0.6% | +27.38% | Add |
| 5 | WMB | Williams Cos Inc | +0.5% | +27.64% | Add |
| 6 | KMI | Kinder Morgan, Inc. | +0.4% | +31.92% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +0.19% | Add |
| 8 | HST | Host Hotels & Resorts Inc | +0.3% | +26.61% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.3% | +0.20% | Add |
| 10 | USB | US Bancorp | +0.3% | +25.76% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.3% | +0.19% | Add |
| 12 | EWBC | East West Bancorp Inc | +0.2% | +0.05% | Add |
| 13 | LNG | Cheniere Energy Inc | +0.2% | +12.76% | Add |
| 14 | ENB | Enbridge Inc | +0.2% | +11.12% | Add |
| 15 | GEL | Genesis Energy L.p. | +0.2% | +20.79% | Add |
| 16 | BAC | Bank Of America CORP | +0.2% | +0.14% | Add |
| 17 | BNY | Bank Of New York Mellon CORP | +0.2% | -0.16% | Trim |
| 18 | NTR | Nutrien LTD | +0.2% | +0.15% | Add |
| 19 | AM | Antero Midstream CORP | +0.2% | +11.22% | Add |
| 20 | TXN | Texas Instruments Inc | +0.2% | +0.15% | Add |
| 21 | CEG | Constellation Energy | +0.2% | +4.63% | Add |
| 22 | ✓ | Keyera CORP Com | +0.1% | +27.35% | Add |
| 23 | XEL | Xcel Energy Inc | +0.1% | +174.52% | Add |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | +62.33% | Add |
| 25 | ✓ | Gibson Energy Inc Com | +0.1% | +37.08% | Add |
| 26 | LAMR | Lamar Advertising Co-a | +0.1% | +0.42% | Add |
| 27 | GPOR | Gulfport Energy CORP | +0.1% | +84.38% | Add |
| 28 | VST | Vistra CORP | +0.1% | +5.73% | Add |
| 29 | PBA | Pembina Pipeline CORP | +0.1% | +15.93% | Add |
| 30 | CNQ | Canadian Natural Resources | 0% | +0.83% | Add |
| 31 | DTM | Dt Midstream Inc | 0% | -6.02% | Trim |
| 32 | CSX | Csx CORP | 0% | +8.45% | Add |
| 33 | SRE | Sempra | 0% | +6.49% | Add |
| 34 | NGG | National Grid Plc-sp Adr | 0% | +2.85% | Add |
| 35 | ET | Energy Transfer LP | 0% | +3.60% | Add |
| 36 | WCN | Waste Connections Inc | 0% | +19.85% | Add |
| 37 | EQIX | Equinix Inc | 0% | +23.91% | Add |
| 38 | AMT | American Tower CORP | 0% | +3.44% | Add |
| 39 | JEF | Jefferies Financial Group In | 0% | +0.13% | Add |
| 40 | NOMD | Nomad Foods Limited | 0% | NEW | New buy |
| 41 | CNP | Centerpoint Energy Inc | 0% | +2.75% | Add |
| 42 | NI | Nisource Inc | 0% | +3.64% | Add |
| 43 | HRB | H&r Block Inc | 0% | +1.27% | Add |
| 44 | PEG | Public Service Enterprise Gp | 0% | +2.81% | Add |
| 45 | T | At&t Inc | 0% | +2.48% | Add |
| 46 | AVGO | Broadcom Inc | 0% | -15.28% | Trim |
| 47 | ATO | Atmos Energy CORP | 0% | +3.48% | Add |
| 48 | NTAP | Netapp Inc | 0% | NEW | New buy |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 50 | AEE | Ameren Corporation | 0% | +7.13% | Add |
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 Q2 2025.
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, EPD, ET) accounted for 12.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
EMN
市值: $26.2M
Top Position Liquidated / Trimmed
MRK
前期市值: $32.7M
During Q2 2025, Miller Howard Investments Inc /ny's top holdings by market value included MPLX (3.7%)、EPD (3.3%)、ET (3.0%). The largest single position, MPLX, represented 3.7% of total portfolio value.
In Q2 2025, Miller Howard Investments Inc /ny made 143 total portfolio adjustments, initiating 4 new buys, adding to 86 positions, trimming 46 holdings, and fully liquidating 7 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.
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