MILLER HOWARD INVESTMENTS INC /NY
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| CME GROUP INC COM | 3,640 | 195,433 | +191,793 | 994,011 | 57,721,054 | +56,727,043 |
| SNAP ON INC COM | 0 | 141,082 | +141,082 | 0 | 51,243,855 | +51,243,855 |
| CONOCOPHILLIPS COM | 567,548 | 609,900 | +42,352 | 53,128,157 | 80,506,834 | +27,378,677 |
| TARGA RES CORP COM | 0 | 230,592 | +230,592 | 0 | 57,816,342 | +57,816,342 |
| CANADIAN NAT RES LTD COM | 1,384,034 | 1,440,125 | +56,091 | 46,849,556 | 70,177,290 | +23,327,734 |
| VERIZON COMMUNICATIONS INC COM | 0 | 1,097,506 | +1,097,506 | 0 | 55,094,780 | +55,094,780 |
| GAP INC/THE | 803,166 | 1,704,021 | +900,855 | 20,561,062 | 41,237,320 | +20,676,258 |
| ENTERPRISE PRODS PARTNERS L P | 3,112,119 | 3,160,206 | +48,087 | 99,774,530 | 119,582,188 | +19,807,658 |
| EXELON CORP COM | 1,443,215 | 1,685,069 | +241,854 | 62,909,758 | 82,602,094 | +19,692,336 |
| LAMAR ADVERTISING CO NEW CL A | 315,193 | 468,026 | +152,833 | 39,897,075 | 59,280,220 | +19,383,145 |
| TC ENERGY CORP COM | 0 | 1,294,518 | +1,294,518 | 0 | 81,036,801 | +81,036,801 |
| SUNOCO LP/SUNOCO FIN CORP COM | 0 | 816,233 | +816,233 | 0 | 53,030,667 | +53,030,667 |
| PHILLIPS 66 COM | 0 | 294,220 | +294,220 | 0 | 53,601,009 | +53,601,009 |
| CHENIERE ENERGY INC COM NEW | 160,277 | 164,910 | +4,633 | 31,156,262 | 46,794,998 | +15,638,736 |
| HORMEL FOODS CORP | 709,640 | 1,423,720 | +714,080 | 16,818,471 | 32,247,247 | +15,428,776 |
| ENERGY TRANSFER L P COM UT LTD | 5,229,111 | 5,216,847 | -12,264 | 86,228,042 | 100,685,144 | +14,457,102 |
| PLAINS GP HLDGS L P LTD PARTNR | 0 | 1,421,518 | +1,421,518 | 0 | 34,514,446 | +34,514,446 |
| KINDER MORGAN INC DEL COM | 1,765,707 | 1,822,905 | +57,198 | 48,539,292 | 61,121,997 | +12,582,705 |
| ENTERGY CORP NEW COM | 618,714 | 619,237 | +523 | 57,187,705 | 69,577,497 | +12,389,792 |
| ONEOK INC NEW COM | 283,212 | 358,317 | +75,105 | 20,816,061 | 32,388,273 | +11,572,212 |
| PLAINS ALL AMERN PIPELINE L P | 0 | 2,801,601 | +2,801,601 | 0 | 62,559,760 | +62,559,760 |
| ENBRIDGE INC COM | 1,099,664 | 1,170,678 | +71,014 | 52,596,925 | 63,380,508 | +10,783,583 |
| EQUITY LIFESTYLE PROPERTIES IN | 648,571 | 799,961 | +151,390 | 39,309,902 | 49,933,584 | +10,623,682 |
| EASTMAN CHEM CO COM | 555,291 | 600,368 | +45,077 | 35,444,218 | 45,820,069 | +10,375,851 |
| COMCAST CORP NEW CL A | 909,243 | 1,278,695 | +369,452 | 27,177,269 | 36,711,348 | +9,534,079 |
| GSK PLC SPONSORED ADR | 1,642,114 | 1,629,351 | -12,763 | 80,529,271 | 89,923,893 | +9,394,622 |
| NUTRIEN LTD COM | 610,343 | 610,106 | -237 | 37,670,358 | 46,038,603 | +8,368,245 |
| HESS MIDSTREAM LP CL A SHS | 1,446,315 | 1,491,899 | +45,584 | 49,897,874 | 57,990,134 | +8,092,260 |
| FEDEX CORP COM | 0 | 18,017 | +18,017 | 0 | 6,417,124 | +6,417,124 |
| WESTERN MIDSTREAM PARTNERS LP | 0 | 1,584,975 | +1,584,975 | 0 | 65,253,416 | +65,253,416 |
| WILLIAMS COS INC COM | 0 | 870,105 | +870,105 | 0 | 63,326,222 | +63,326,222 |
| DT MIDSTREAM INC COMMON STOCK | 218,539 | 238,616 | +20,077 | 26,154,748 | 32,134,417 | +5,979,669 |
| PEMBINA PIPELINE CORP COM | 0 | 567,713 | +567,713 | 0 | 25,410,834 | +25,410,834 |
| SUNOCOCORP LLC LLC | 0 | 88,613 | +88,613 | 0 | 5,462,991 | +5,462,991 |
| KEYERA CORP COM | 540,069 | 589,871 | +49,802 | 17,335,791 | 22,744,408 | +5,408,617 |
| HOST HOTELS & RESORTS INC COM | 2,314,224 | 2,417,960 | +103,736 | 41,031,199 | 46,328,118 | +5,296,919 |
| APA CORP | 0 | 117,701 | +117,701 | 0 | 4,995,230 | +4,995,230 |
| EQUINIX INC COM | 4,722 | 8,614 | +3,892 | 3,617,876 | 8,443,680 | +4,825,804 |
| FERROVIAL SE ORD | 0 | 69,721 | +69,721 | 0 | 4,535,351 | +4,535,351 |
| GENESIS ENERGY L P UNIT LTD PA | 1,977,044 | 1,977,609 | +565 | 30,841,889 | 35,260,768 | +4,418,879 |
| MARATHON PETE CORP COM | 44,139 | 47,097 | +2,958 | 7,178,334 | 11,500,067 | +4,321,733 |
| MPLX LP COM UNIT REP LTD | 2,315,921 | 2,239,694 | -76,227 | 123,600,719 | 127,819,360 | +4,218,641 |
| KINETIK HOLDINGS INC COM NEW C | 86,375 | 146,317 | +59,942 | 3,113,819 | 7,083,206 | +3,969,387 |
| OGE ENERGY CORP COM | 702,739 | 705,127 | +2,388 | 30,006,935 | 33,817,904 | +3,810,969 |
| NEXTERA ENERGY INC COM | 141,569 | 159,030 | +17,461 | 11,365,162 | 14,770,687 | +3,405,525 |
| TEXAS INSTRS INC COM | 0 | 176,346 | +176,346 | 0 | 34,235,750 | +34,235,750 |
| CMS ENERGY CORP COM | 577,414 | 563,102 | -14,312 | 40,378,552 | 43,685,434 | +3,306,882 |
| XCEL ENERGY INC | 0 | 141,639 | +141,639 | 0 | 11,251,801 | +11,251,801 |
| OCCIDENTAL PETE CORP COM | 73,671 | 88,821 | +15,150 | 3,029,352 | 5,773,365 | +2,744,013 |
| NATIONAL GRID PLC SPONSORED AD | 97,592 | 120,490 | +22,898 | 7,548,759 | 10,193,486 | +2,644,727 |
| SEMPRA COM | 0 | 172,212 | +172,212 | 0 | 16,733,811 | +16,733,811 |
| CENTERPOINT ENERGY INC COM | 318,415 | 342,077 | +23,662 | 12,208,015 | 14,764,025 | +2,556,010 |
| VALERO ENERGY CORP COM | 0 | 26,518 | +26,518 | 0 | 6,552,067 | +6,552,067 |
| AMERICAN WTR WKS CO INC NEW CO | 41,814 | 58,467 | +16,653 | 5,456,745 | 7,956,837 | +2,500,092 |
| SUNCOR ENERGY INC NEW COM | 0 | 95,128 | +95,128 | 0 | 6,288,912 | +6,288,912 |
| GIBSON ENERGY INC COM | 438,136 | 478,540 | +40,404 | 8,029,164 | 10,177,398 | +2,148,234 |
| AT&T INC COM | 259,130 | 284,422 | +25,292 | 6,436,795 | 8,245,385 | +1,808,590 |
| CHORD ENERGY CORPORATION COM N | 27,353 | 30,492 | +3,139 | 2,535,623 | 4,335,353 | +1,799,730 |
| AMERICAN TOWER CORP NEW COM | 50,094 | 61,337 | +11,243 | 8,794,963 | 10,585,602 | +1,790,639 |
| AMEREN CORP COM | 92,529 | 99,697 | +7,168 | 9,239,996 | 10,958,649 | +1,718,653 |
| CSX CORP COM | 223,507 | 238,817 | +15,310 | 8,102,132 | 9,803,446 | +1,701,314 |
| COCA COLA CO COM | 328,551 | 323,276 | -5,275 | 22,968,989 | 24,585,119 | +1,616,130 |
| AMERICAN ELEC PWR CO INC COM | 26,384 | 35,348 | +8,964 | 3,042,339 | 4,633,416 | +1,591,077 |
| OVINTIV INC COM | 18,910 | 39,227 | +20,317 | 741,083 | 2,328,515 | +1,587,432 |
| SELECT WATER SOLUTIONS INC | 0 | 261,376 | +261,376 | 0 | 3,999,053 | +3,999,053 |
| ANTERO RESOURCES CORP COM | 149,397 | 155,374 | +5,977 | 5,148,221 | 6,594,073 | +1,445,852 |
| T-MOBILE US INC COM | 0 | 46,707 | +46,707 | 0 | 9,809,837 | +9,809,837 |
| M & T BK CORP COM | 212,511 | 213,021 | +510 | 42,816,775 | 44,035,633 | +1,218,858 |
| WASTE MGMT INC DEL COM | 0 | 45,419 | +45,419 | 0 | 10,436,817 | +10,436,817 |
| CHENIERE ENERGY PARTNERS LP CO | 103,786 | 101,266 | -2,520 | 5,550,484 | 6,544,848 | +994,364 |
| UNION PAC CORP COM | 0 | 30,101 | +30,101 | 0 | 7,303,034 | +7,303,034 |
| BAKER HUGHES COMPANY CL A | 37,646 | 39,056 | +1,410 | 1,714,399 | 2,384,369 | +669,970 |
| CHEVRON CORP NEW COM | 10,601 | 11,009 | +408 | 1,615,674 | 2,277,729 | +662,055 |
| SOUTHERN CO COM | 0 | 36,976 | +36,976 | 0 | 3,568,924 | +3,568,924 |
| WASTE CONNECTIONS INC COM | 0 | 32,583 | +32,583 | 0 | 5,292,709 | +5,292,709 |
| HALLIBURTON CO COM | 39,180 | 42,426 | +3,246 | 1,107,227 | 1,654,190 | +546,963 |
| DUKE ENERGY CORP NEW COM NEW | 19,801 | 21,445 | +1,644 | 2,320,875 | 2,808,008 | +487,133 |
| DTE ENERGY CO COM | 15,347 | 16,616 | +1,269 | 1,979,456 | 2,429,592 | +450,136 |
| COTERRA ENERGY INC COM | 37,967 | 40,917 | +2,950 | 999,291 | 1,437,823 | +438,532 |
| LIBERTY ENERGY INC COM CL A | 96,234 | 73,902 | -22,332 | 1,776,480 | 2,128,378 | +351,898 |
| ALLIANT ENERGY CORP COM | 27,815 | 30,089 | +2,274 | 1,808,253 | 2,159,187 | +350,934 |
| WEC ENERGY GROUP INC COM | 0 | 18,679 | +18,679 | 0 | 2,162,468 | +2,162,468 |
| EVERGY INC COM | 21,010 | 22,770 | +1,760 | 1,523,015 | 1,865,318 | +342,303 |
| RANGE RES CORP COM | 0 | 27,132 | +27,132 | 0 | 1,225,824 | +1,225,824 |
| ROCKPOINT GAS STORAGE INC CLAS | 0 | 230,392 | +230,392 | 0 | 4,612,628 | +4,612,628 |
| PG&E CORP COM | 0 | 91,296 | +91,296 | 0 | 1,604,071 | +1,604,071 |
| BLOOM ENERGY CORP- A | 0 | 2,098 | +2,098 | 0 | 284,258 | +284,258 |
| BANK NEW YORK MELLON CORP COM | 386,133 | 379,921 | -6,212 | 44,826,144 | 45,069,971 | +243,827 |
| GULFPORT ENERGY CORP | 20,989 | 21,782 | +793 | 4,365,502 | 4,608,418 | +242,916 |
| ONE GAS INC COM | 13,277 | 14,379 | +1,102 | 1,025,648 | 1,238,463 | +212,815 |
| MDU RES GROUP INC COM | 67,262 | 72,373 | +5,111 | 1,312,954 | 1,499,569 | +186,615 |
| PUBLIC SVC ENTERPRISE GRP INC | 0 | 29,454 | +29,454 | 0 | 2,384,301 | +2,384,301 |
| FORTIS INC COM | 22,878 | 24,613 | +1,735 | 1,188,283 | 1,373,159 | +184,876 |
| UNITED PARCEL SERVICE INC CL B | 0 | 26,624 | +26,624 | 0 | 2,619,238 | +2,619,238 |
| EVERSOURCE ENERGY COM | 13,169 | 14,274 | +1,105 | 886,669 | 988,903 | +102,234 |
| BLACK HILLS CORP COM | 15,357 | 16,516 | +1,159 | 1,066,083 | 1,146,376 | +80,293 |
| ARRAY TECHNOLOGIES INC | 0 | 10,598 | +10,598 | 0 | 76,624 | +76,624 |
| T1 ENERGY INC | 0 | 16,483 | +16,483 | 0 | 72,360 | +72,360 |
| BALLARD PWR SYS INC NEW | 0 | 29,025 | +29,025 | 0 | 70,240 | +70,240 |
| SHOALS TECHNOLOGIES GROUP -A | 0 | 10,570 | +10,570 | 0 | 69,551 | +69,551 |