Fund HoldingsMILLER HOWARD INVESTMENTS INC /NY

Total Portfolio Value
$3.31B
Total Bought
$310.08M
Total Sold
$401.85M
Net Transaction
-$91.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR SELECT DIVID ETF59,779505,689+445,9108,49571,3732.15%+62,878
OMNICOM GROUP INC COM(OMC)5,711575,156+569,44546646,4441.40%+45,978
REGIONS FINANCIAL CORP NEW COM(RF)01,584,109+1,584,109042,9291.30%+42,929
M & T BK CORP COM(MTB)0212,511+212,511042,8171.29%+42,817
GAP INC/THE(GAP)0803,166+803,166020,5610.62%+20,561
EASTMAN CHEM CO COM(EMN)0555,291+555,291035,4441.07%+35,444
MPLX LP COM UNIT REP LTD(MPLX)02,315,921+2,315,9210123,6013.73%+123,601
JOHNSON & JOHNSON COM(JNJ)519,216512,294-6,92296,273106,0193.20%+9,746
CISCO SYS INC COM(CSCO)01,234,292+1,234,292095,0772.87%+95,077
GSK PLC SPONSORED ADR(GSK)1,661,6101,642,114-19,49671,71580,5292.43%+8,814
CITIGROUP INC COM NEW(C)594,698587,187-7,51160,36268,5192.07%+8,157
STATE STR CORP COM(STT)606,922599,630-7,29270,40977,3582.33%+6,949
GILEAD SCIENCES INC COM(GILD)663,157654,778-8,37973,61080,3672.43%+6,757
OLD REP INTL CORP COM(ORI)2,023,0741,996,225-26,84985,92091,1082.75%+5,188
GOLDMAN SACHS GROUP INC COM(GS)55,03254,810-22243,82548,1781.45%+4,354
ROCKPOINT GAS STORAGE INC CLAS0210,930+210,93004,3090.13%+4,309
SELECT SECTOR SPDR TR SBI INT-
ST STR UTIL ETF
21,617131,131+109,5141,8855,5980.17%+3,713
TARGA RES CORP COM(TRGP)0167,940+167,940030,9850.94%+30,985
SPDR S&P 500 ETF TR TR UNIT(SPY)3765,508+5,1322503,7560.11%+3,506
ENTERPRISE PRODS PARTNERS L P(EPD)03,112,119+3,112,119099,7753.01%+99,775
SEMPRA COM(SRE)119,124159,597+40,47310,71914,0910.43%+3,372
BANK AMERICA CORP COM1,062,0611,048,024-14,03754,79257,6411.74%+2,850
US BANCORP DEL COM NEW(USB)816,542792,964-23,57839,46342,3131.28%+2,849
EAST WEST BANCORP INC COM(EWBC)626,326618,551-7,77566,67269,5192.10%+2,847
VALERO ENERGY CORP COM(VLO)8,26224,766+16,5041,4074,0320.12%+2,625
ONEOK INC NEW COM(OKE)0283,212+283,212020,8160.63%+20,816
DT MIDSTREAM INC COMMON STOCK(DTM)210,411218,539+8,12823,78926,1550.79%+2,366
PLAINS ALL AMERN PIPELINE L P(PAA)02,854,516+2,854,516051,2671.55%+51,267
ALPS ETF TR ALERIAN MLP
ALERIAN MLP
044,910+44,91002,1120.06%+2,112
CONSTELLATION ENERGY CORP COM(CEG)38,74441,570+2,82612,75014,6850.44%+1,936
SELECT SECTOR SPDR TR ENERGY
ST STR ENERG ETF
040,814+40,81401,8250.06%+1,825
NEXTERA ENERGY INC COM(NEE)127,348141,569+14,2219,61411,3650.34%+1,752
PLAINS GP HLDGS L P LTD PARTNR(PAGP)01,130,121+1,130,121021,6310.65%+21,631
CHORD ENERGY CORPORATION COM N(CHRD)027,353+27,35302,5360.08%+2,536
SUNOCO LP/SUNOCO FIN CORP COM(SUN)0689,269+689,269036,1251.09%+36,125
NUTRIEN LTD COM(NTR)618,911610,343-8,56836,33637,6701.14%+1,334
ISHARES TR RUS 1000 VAL ETF06,101+6,10101,2830.04%+1,283
CANADIAN NAT RES LTD COM(CNQ)1,432,8221,384,034-48,78845,79346,8501.41%+1,057
XCEL ENERGY INC(XEL)88,406110,252+21,8467,1308,1430.25%+1,013
NATIONAL GRID PLC SPONSORED AD(NGG)90,98497,592+6,6086,6127,5490.23%+937
TC ENERGY CORP COM(TRP)1,133,2681,135,832+2,56461,66162,4821.89%+821
LAMAR ADVERTISING CO NEW CL A(LAMR)319,468315,193-4,27539,10939,8971.20%+788
WESTERN MIDSTREAM PARTNERS LP(WES)1,480,4971,491,432+10,93558,16958,9121.78%+743
CSX CORP COM(CSX)207,368223,507+16,1397,3648,1020.24%+738
UNITED PARCEL SERVICE INC CL B(UPS)024,555+24,55502,4360.07%+2,436
CENTERPOINT ENERGY INC COM(CNP)297,522318,415+20,89311,54412,2080.37%+664
TOTALENERGIES SE(TTE)09,208+9,20806020.02%+602
WASTE MGMT INC DEL COM(WM)042,035+42,03509,2350.28%+9,235
STAG INDL INC COM(STAG)0594,090+594,090021,8390.66%+21,839
ATMOS ENERGY CORP COM(ATO)54,63358,819+4,1869,3299,8600.30%+531
UNION PAC CORP COM(UNP)25,40628,193+2,7876,0056,5220.20%+516
VANGUARD STAR FD VG TL INTL ST06,779+6,77905110.02%+511
iShares Global Infrastructure08,099+8,09904970.01%+497
LIBERTY ENERGY INC COM CL A(LBRT)105,14096,234-8,9061,2971,7760.05%+479
GULFPORT ENERGY CORP(GPOR)020,989+20,98904,3660.13%+4,366
NISOURCE INC COM(NI)243,553261,635+18,08210,54610,9260.33%+380
SOUTH BOW CORP(SOBO)763,017798,348+35,33121,58621,9310.66%+345
AMERICAN ELEC PWR CO INC COM24,45526,384+1,9292,7513,0420.09%+291
ISHARES TR CORE HIGH DV ETF
CORE HIGH DV ETF
02,086+2,08602540.01%+254
AMEREN CORP COM(AEE)86,51292,529+6,0179,0309,2400.28%+210
MDU RES GROUP INC COM(MDU)61,96767,262+5,2951,1041,3130.04%+209
CAMDEN PPTY TR SH BEN INT(CPT)01,854+1,85402040.01%+204
BLACK HILLS CORP COM14,14015,357+1,2178711,0660.03%+195
CARDINAL HEALTH INC COM(CAH)3,9303,93006178080.02%+191
ENTERGY CORP NEW COM(ETR)611,696618,714+7,01857,00457,1881.73%+184
AES CORP COM(AES)57,86962,377+4,5087628940.03%+133
PG&E CORP COM(PCG)78,15281,575+3,4231,1791,3110.04%+132
FORTIS INC COM(FTS)21,10122,878+1,7771,0711,1880.04%+118
NRG ENERGY INC COM NEW(NRG)7,0677,684+6171,1451,2240.04%+79
DOMINION ENERGY INC COM(D)37,57140,497+2,9262,2982,3730.07%+75
ROYAL BK CDA COM(RY)3,9713,867-1045856590.02%+74
ALLIANT ENERGY CORP COM(LNT)25,80027,815+2,0151,7391,8080.05%+69
EXXON MOBIL CORP COM023,221+23,22102,7940.08%+2,794
HALLIBURTON CO COM(HAL)42,79539,180-3,6151,0531,1070.03%+54
SUNCOR ENERGY INC NEW COM(SU)96,03491,718-4,3164,0154,0690.12%+53
DUKE ENERGY CORP NEW COM NEW(DUK)18,35319,801+1,4482,2712,3210.07%+50
EVERGY INC COM(EVRG)19,46121,010+1,5491,4791,5230.05%+44
ONE GAS INC COM(OGS)12,29913,277+9789951,0260.03%+30
CME GROUP INC COM(CME)3,5903,640+509709940.03%+24
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)97397302722960.01%+24
BROADCOM INC COM(AVGO)3,7943,683-1111,2521,2750.04%+23
COTERRA ENERGY INC COM037,967+37,96709990.03%+999
EVERSOURCE ENERGY COM(ES)12,20113,169+9688688870.03%+19
WEC ENERGY GROUP INC COM(WEC)16,00317,256+1,2531,8341,8200.05%-14
SOUTHERN CO COM(SO)31,65734,154+2,4973,0002,9780.09%-22
NETAPP INC COM(NTAP)2,1422,14202542290.01%-24
KINDER MORGAN INC DEL COM(KMI)01,765,707+1,765,707048,5391.46%+48,539
DTE ENERGY CO COM(DTB)14,22215,347+1,1252,0111,9790.06%-32
PPL CORP COM(PPL)325,830344,670+18,84012,10812,0700.36%-38
CHENIERE ENERGY PARTNERS LP CO(CQP)0103,786+103,78605,5500.17%+5,550
RADIAN GROUP INC COM(RDN)13,82411,612-2,2125014180.01%-83
AMERICAN WTR WKS CO INC NEW CO39,84141,814+1,9735,5455,4570.16%-89
ANTERO RESOURCES CORP COM(AR)156,389149,397-6,9925,2485,1480.16%-100
OVINTIV INC COM(OVV)20,94518,910-2,0358467410.02%-105
EQUINIX INC COM(EQIX)4,7534,722-313,7233,6180.11%-105
CROWN CASTLE INC COM(CCI)26,71627,538+8222,5782,4470.07%-131
BAKER HUGHES COMPANY CL A(BKR)39,41137,646-1,7651,9201,7140.05%-206
ALERIAN ENERGY INFRASTRUCTURE
ALERIAN ENERGY
0217,385+217,38506,8380.21%+6,838
SELECT WATER SOLUTIONS INC(WTTR)262,029240,603-21,4262,8012,5310.08%-270
OCCIDENTAL PETE CORP COM(OXY)70,27073,671+3,4013,3203,0290.09%-291
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