Miller Howard Investments Inc 13F Holdings · Q2 2026
Miller Howard Investments Inc reported 150 securities worth $3.77B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MPLX (3.48%), EPD (3.13%), JNJ (2.72%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MPLX | MPLX LP COM UNIT REP LTD | $131.0M | 3.48% | 2.3M | Added |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L P | $118.1M | 3.13% | 3.2M | Added |
| 3 | JNJ | JOHNSON & JOHNSON COM | $102.5M | 2.72% | 403,524 | Trimmed |
| 4 | ET | ENERGY TRANSFER L P COM UT LTD | $101.6M | 2.70% | 5.3M | Added |
| 5 | ABBV | ABBVIE INC COM | $99.8M | 2.65% | 396,657 | Trimmed |
| 6 | STT | STATE STR CORP COM | $85.4M | 2.26% | 503,296 | Trimmed |
| 7 | TRP | TC ENERGY CORP COM | $84.2M | 2.23% | 1.3M | Trimmed |
| 8 | EWBC | EAST WEST BANCORP INC COM | $79.1M | 2.10% | 612,470 | Added |
| 9 | EXC | EXELON CORP COM | $75.5M | 2.00% | 1.6M | Trimmed |
| 10 | LAMR | LAMAR ADVERTISING CO NEW CL A | $73.2M | 1.94% | 469,463 | Added |
| 11 | ETR | ENTERGY CORP NEW COM | $72.1M | 1.91% | 627,738 | Added |
| 12 | WES | WESTERN MIDSTREAM PARTNERS LP | $72.2M | 1.91% | 1.6M | Added |
| 13 | WMB | WILLIAMS COS INC COM | $67.3M | 1.79% | 905,934 | Added |
| 14 | CSCO | CISCO SYS INC COM | $66.7M | 1.77% | 568,258 | Trimmed |
| 15 | MDT | MEDTRONIC PLC SHS | $66.6M | 1.77% | 851,494 | Added |
| 16 | PAA | PLAINS ALL AMERN PIPELINE L P | $66.6M | 1.77% | 3.0M | Added |
| 17 | C | CITIGROUP INC COM NEW | $66.0M | 1.75% | 471,274 | Added |
| 18 | SUN | SUNOCO LP/SUNOCO FIN CORP COM | $65.8M | 1.74% | 974,109 | Added |
| 19 | TRGP | TARGA RES CORP COM | $64.9M | 1.72% | 241,917 | Added |
| 20 | COP | CONOCOPHILLIPS COM | $63.2M | 1.68% | 607,766 | Trimmed |
| 21 | ENB | ENBRIDGE INC COM | $63.2M | 1.68% | 1.2M | Trimmed |
| 22 | MTB | M & T BK CORP COM | $63.3M | 1.68% | 265,769 | Added |
| 23 | GSK | GSK PLC SPONSORED ADR | $62.0M | 1.64% | 1.2M | Trimmed |
| 24 | BAC | BANK AMERICA CORP COM | $59.2M | 1.57% | 1.0M | Added |
| 25 | USB | US BANCORP DEL COM NEW | $58.8M | 1.56% | 972,853 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR