Fund HoldingsMILLER HOWARD INVESTMENTS INC /NY

Total Portfolio Value
$3.04B
Total Bought
$232.41M
Total Sold
$574.23M
Net Transaction
-$341.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR SELECT DIVID ETF0498,927+498,927065,5042.15%+65,504
US BANCORP DEL COM NEW(USB)0776,444+776,444037,1371.22%+37,137
GSK PLC SPONSORED ADR(GSK)0690,900+690,900023,3660.77%+23,366
EDISON INTL COM(EIX)0343,190+343,190027,4000.90%+27,400
JEFFERIES FINL GROUP INC COM(JEF)1,337,4821,318,191-19,29182,322103,3463.40%+21,024
TARGA RES CORP COM(TRGP)336,421349,325+12,90449,79462,3542.05%+12,561
ENTERPRISE PRODS PARTNERS L P(EPD)03,209,370+3,209,3700100,6463.31%+100,646
GOLDMAN SACHS GROUP INC COM(GS)162,850160,805-2,04580,62992,0803.03%+11,451
KINDER MORGAN INC DEL COM(KMI)1,187,1151,363,733+176,61826,22337,3661.23%+11,143
SOUTH BOW CORP(SOBO)0435,282+435,282010,2600.34%+10,260
ENERGY TRANSFER L P COM UT LTD(ET)05,583,871+5,583,8710109,3883.60%+109,388
EAST WEST BANCORP INC COM(EWBC)640,421632,661-7,76052,98860,5841.99%+7,595
DT MIDSTREAM INC COMMON STOCK(DTM)193,054227,187+34,13315,18622,5890.74%+7,404
ENTERGY CORP NEW COM(ETR)312,124624,081+311,95741,07947,3181.56%+6,239
CHENIERE ENERGY INC COM NEW(LNG)193,404185,544-7,86034,78239,8681.31%+5,086
WILLIAMS COS INC COM(WMB)0684,097+684,097037,0231.22%+37,023
BANK NEW YORK MELLON CORP COM1,069,2201,055,344-13,87676,83481,0822.67%+4,248
BANK AMERICA CORP COM01,073,226+1,073,226047,1681.55%+47,168
KINETIK HOLDINGS INC COM NEW C(KNTK)256,359269,970+13,61111,60315,3100.50%+3,707
ENBRIDGE INC COM(ENB)844,303888,847+44,54434,28737,7141.24%+3,427
SELECT SECTOR SPDR TR SBI INT-
ST STR UTIL ETF
064,760+64,76004,9020.16%+4,902
EQUINIX INC COM(EQIX)03,218+3,21803,0340.10%+3,034
PAYCHEX INC COM(PAYX)559,363551,732-7,63175,06177,3642.54%+2,303
PEMBINA PIPELINE CORP COM(PBA)439,778552,076+112,29818,13620,3990.67%+2,263
LIBERTY ENERGY INC COM CL A(LBRT)0133,169+133,16902,6490.09%+2,649
SPDR S&P 500 ETF TR TR UNIT(SPY)03,654+3,65402,1420.07%+2,142
ROBERT HALF INC(RHI)546,415543,732-2,68336,83438,3111.26%+1,478
JPMORGAN CHASE & CO. COM(JPM)323,487289,669-33,81868,21069,4362.28%+1,226
SM ENERGY CO COM(SM)10,89541,159+30,2644351,5950.05%+1,160
BROADCOM INC COM(AVGO)06,464+6,46401,4990.05%+1,499
CENTERPOINT ENERGY INC COM(CNP)0275,984+275,98408,7570.29%+8,757
ISHARES TR RUS 1000 VAL ETF05,280+5,28009770.03%+977
NISOURCE INC COM(NI)285,076294,778+9,7029,87810,8360.36%+958
SELECT SECTOR SPDR TR ENERGY
ST STR ENERG ETF
18,64329,883+11,2401,6372,5600.08%+923
T-MOBILE US INC COM(TMUS)35,99737,285+1,2887,4288,2300.27%+802
ALPS ETF TR ALERIAN MLP
ALERIAN MLP
015,752+15,75207590.02%+759
CISCO SYS INC COM(CSCO)1,391,5631,263,513-128,05074,05974,8002.46%+741
SEMPRA COM(SRE)103,820107,322+3,5028,6829,4140.31%+732
ANTERO RESOURCES CORP COM(AR)146,589140,232-6,3574,2004,9150.16%+715
PG&E CORP COM(PCG)065,222+65,22201,3160.04%+1,316
CARDINAL HEALTH INC COM(CAH)04,847+4,84705730.02%+573
EQT CORP COM(EQT)78,49573,998-4,4972,8763,4120.11%+536
SELECT WATER SOLUTIONS INC(WTTR)230,817233,794+2,9772,5693,0950.10%+526
CHENIERE ENERGY PARTNERS LP CO(CQP)0102,122+102,12205,4250.18%+5,425
GIBSON ENERGY INC COM327,390345,681+18,2915,3825,8840.19%+502
PLAINS GP HLDGS L P LTD PARTNR(PAGP)1,500,5761,535,470+34,89427,76128,2220.93%+461
iShares Global Infrastructure08,626+8,62604510.01%+451
RANGE RES CORP COM(RRC)089,003+89,00303,2020.11%+3,202
AMEREN CORP COM(AEE)69,20871,756+2,5486,0536,3960.21%+343
MDU RES GROUP INC COM(MDU)051,601+51,60109300.03%+930
ATMOS ENERGY CORP COM(ATO)34,25335,428+1,1754,7514,9340.16%+183
VISTRA CORP COM(VST)24,86022,661-2,1992,9473,1240.10%+177
BAKER HUGHES COMPANY CL A(BKR)049,210+49,21002,0190.07%+2,019
PPL CORP COM(PPL)282,223291,748+9,5259,3369,4700.31%+134
EOG RES INC COM(EOG)012,999+12,99901,5930.05%+1,593
WASTE MGMT INC DEL COM(WM)028,852+28,85205,8220.19%+5,822
COTERRA ENERGY INC COM049,730+49,73001,2700.04%+1,270
EVERGY INC COM(EVRG)011,741+11,74107230.02%+723
WEC ENERGY GROUP INC COM(WEC)013,340+13,34001,2540.04%+1,254
ALLIANT ENERGY CORP COM(LNT)021,555+21,55501,2750.04%+1,275
BLACK HILLS CORP COM011,805+11,80506910.02%+691
UNITED PARCEL SERVICE INC CL B(UPS)020,191+20,19102,5460.08%+2,546
FORTIS INC COM(FTS)017,639+17,63907330.02%+733
OVINTIV INC COM(OVV)022,701+22,70109190.03%+919
DTE ENERGY CO COM(DTB)011,821+11,82101,4270.05%+1,427
DUKE ENERGY CORP NEW COM NEW(DUK)15,07315,299+2261,7381,6480.05%-90
CME GROUP INC COM(CME)03,168+3,16807360.02%+736
PLAINS ALL AMERN PIPELINE L P(PAA)02,610,872+2,610,872044,5941.47%+44,594
EVERSOURCE ENERGY COM(ES)09,860+9,86005660.02%+566
SONOCO PRODS CO COM(SON)09,162+9,16204480.01%+448
DOMINION ENERGY INC COM(D)030,623+30,62301,6490.05%+1,649
PFIZER INC COM(PFE)016,868+16,86804480.01%+448
TARGET CORP COM(TGT)3,5943,021-5735604080.01%-152
SOUTHERN CO COM(SO)26,09926,409+3102,3542,1740.07%-180
PUBLIC SVC ENTERPRISE GRP INC(PEG)80,33282,641+2,3097,1666,9820.23%-184
AMERICAN ELEC PWR CO INC COM20,14320,400+2572,0671,8810.06%-185
AMN HEALTHCARE SERVICES INC000000
NORTHWEST NAT HLDG CO COM(NWN)5,4320-5,4322220-222
VALERO ENERGY CORP COM(VLO)09,972+9,97201,2220.04%+1,222
MOVADO GROUP INC COM(MOV)000000
HALLIBURTON CO COM(HAL)050,332+50,33201,3690.04%+1,369
CTS CORP COM(CTS)000000
UNITIL CORP COM(UTL)4,2970-4,2972600-260
ORGANON & CO COMMON STOCK(OGN)000000
ONE GAS INC COM(OGS)010,530+10,53007290.02%+729
HACKETT GROUP INC COM000000
UNION PAC CORP COM(UNP)23,45724,085+6285,7825,4920.18%-289
SUNSTONE HOTEL INVS INC NEW CO(SHO)000000
HEALTHSTREAM INC10,4190-10,4193000-300
STANDARD MTR PRODS INC COM(SMP)000000
FLOWERS FOODS INC COM(FLO)13,2510-13,2513060-306
CSX CORP COM(CSX)183,836187,139+3,3036,3486,0390.20%-309
PREFERRED BK LOS ANGELES CA CO(PFBC)000000
SYLVAMO CORP(SLVM)3,7590-3,7593230-323
PREMIER FINANCIAL CORP13,9600-13,9603280-328
RETAIL OPPORTUNITY INVTS CORP000000
ENLINK MIDSTREAM LLC COM UNIT2,287,2672,320,292+33,02533,18832,8321.08%-356
ARGAN INC3,6360-3,6363690-369
QCR HOLDINGS INC COM(QCRH)000000
NATIONAL HEALTHCARE CORP COM(NHC)000000
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