MILLER HOWARD INVESTMENTS INC /NY historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, MILLER HOWARD INVESTMENTS INC /NY opened 198 positions, added to 1,242, reduced 1,112 and sold out of 197.
- Q2 2026: Stock BNY; Country of operation United States; Class COM; Shares before 379,921.
- Q2 2026: Stock CMCSA; Country of operation United States; Class COM; Shares before 1,278,695.
- Q2 2026: Stock CME; Country of operation United States; Class COM; Shares before 195,433.
- Q2 2026: Stock CSCO; Country of operation United States; Class COM; Shares before 574,087.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 903947), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-25); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-22); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-30); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-23); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-06); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-10); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-31); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-24); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | BNY
BANK NEW YORK MELLON CORP COM | United States | COM | 379,921 | 25,543 | -354,378 | $45,069,971 | $3,693,707 | -$41,376,264 | 2026-07-31 |
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| Q2 2026 | CMCSA
COMCAST CORP NEW CL A | United States | COM | 1,278,695 | 11,079 | -1,267,616 | $36,711,348 | $271,989 | -$36,439,359 | 2026-07-31 |
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| Q2 2026 | CME
CME GROUP INC COM | United States | COM | 195,433 | 159,373 | -36,060 | $57,721,054 | $35,194,390 | -$22,526,664 | 2026-07-31 |
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| Q2 2026 | CSCO
CISCO SYS INC COM | United States | COM | 574,087 | 568,258 | -5,829 | $44,543,437 | $66,747,622 | +$22,204,185 | 2026-07-31 |
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| Q2 2026 | ORI
OLD REP INTL CORP COM | United States | COM | 1,658,950 | 1,110,934 | -548,016 | $66,192,105 | $45,459,423 | -$20,732,682 | 2026-07-31 |
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| Q2 2026 | COP
CONOCOPHILLIPS COM | United States | COM | 609,900 | 607,766 | -2,134 | $80,506,834 | $63,183,340 | -$17,323,494 | 2026-07-31 |
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| Q2 2026 | GEL
GENESIS ENERGY L P UNIT LTD PA | United States | COM | 1,977,609 | 1,423,389 | -554,220 | $35,260,768 | $20,169,421 | -$15,091,347 | 2026-07-31 |
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| Q2 2026 | CNQ
CANADIAN NAT RES LTD COM | | COM | 1,440,125 | 1,433,802 | -6,323 | $70,177,290 | $56,635,189 | -$13,542,101 | 2026-07-31 |
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| Q2 2026 | ABBV
ABBVIE INC COM | United States | COM | 397,998 | 396,657 | -1,341 | $86,560,488 | $99,814,783 | +$13,254,295 | 2026-07-31 |
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| Q2 2026 | GAP
GAP INC/THE | United States | COM | 1,704,021 | 1,624,040 | -79,981 | $41,237,320 | $30,337,073 | -$10,900,247 | 2026-07-31 |
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| Q2 2026 | STT
STATE STR CORP COM | United States | COM | 595,610 | 503,296 | -92,314 | $75,380,407 | $85,359,019 | +$9,978,612 | 2026-07-31 |
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| Q2 2026 | GS
GOLDMAN SACHS GROUP INC COM | United States | COM | 53,857 | 53,517 | -340 | $45,562,671 | $54,125,389 | +$8,562,718 | 2026-07-31 |
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| Q2 2026 | NTR
NUTRIEN LTD COM | | COM | 610,106 | 608,140 | -1,966 | $46,038,603 | $38,282,436 | -$7,756,167 | 2026-07-31 |
|---|
| Q2 2026 | EXC
EXELON CORP COM | United States | COM | 1,685,069 | 1,620,430 | -64,639 | $82,602,094 | $75,544,427 | -$7,057,667 | 2026-07-31 |
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| Q2 2026 | SNA
SNAP ON INC COM | United States | COM | 141,082 | 140,879 | -203 | $51,243,855 | $56,689,605 | +$5,445,750 | 2026-07-31 |
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| Q2 2026 | GILD
GILEAD SCIENCES INC COM | United States | COM | 393,238 | 392,122 | -1,116 | $54,805,563 | $49,540,652 | -$5,264,911 | 2026-07-31 |
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| Q2 2026 | KMI
KINDER MORGAN INC DEL COM | United States | COM | 1,822,905 | 1,766,361 | -56,544 | $61,121,997 | $56,470,567 | -$4,651,430 | 2026-07-31 |
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| Q2 2026 | PSX
PHILLIPS 66 COM | United States | COM | 294,220 | 293,135 | -1,085 | $53,601,009 | $49,554,472 | -$4,046,537 | 2026-07-31 |
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| Q2 2026 | JNJ
JOHNSON & JOHNSON COM | United States | COM | 404,296 | 403,524 | -772 | $98,826,010 | $102,482,953 | +$3,656,943 | 2026-07-31 |
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| Q2 2026 | TRP
TC ENERGY CORP COM | | COM | 1,294,518 | 1,270,274 | -24,244 | $81,036,801 | $84,206,489 | +$3,169,688 | 2026-07-31 |
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| Q2 2026 | WTTR
SELECT WATER SOLUTIONS INC | United States | COM | 261,376 | 106,172 | -155,204 | $3,999,053 | $2,121,317 | -$1,877,736 | 2026-07-31 |
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| Q2 2026 | OMC
OMNICOM GROUP INC COM | United States | COM | 581,969 | 580,248 | -1,721 | $43,828,063 | $42,259,477 | -$1,568,586 | 2026-07-31 |
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| Q2 2026 | OXY
OCCIDENTAL PETE CORP COM | United States | COM | 88,821 | 86,785 | -2,036 | $5,773,365 | $4,215,147 | -$1,558,218 | 2026-07-31 |
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| Q2 2026 | XOMXXXX
EXXON MOBIL CORP COM | | COM | 10,935 | 2,267 | -8,668 | $1,855,232 | $309,944 | -$1,545,288 | 2026-07-31 |
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| Q2 2026 | DTM
DT MIDSTREAM INC COMMON STOCK | United States | COM | 238,616 | 210,124 | -28,492 | $32,134,417 | $30,833,596 | -$1,300,821 | 2026-07-31 |
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| Q2 2026 | SU
SUNCOR ENERGY INC NEW COM | | COM | 95,128 | 92,998 | -2,130 | $6,288,912 | $4,992,133 | -$1,296,779 | 2026-07-31 |
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| Q2 2026 | AR
ANTERO RESOURCES CORP COM | United States | COM | 155,374 | 151,971 | -3,403 | $6,594,073 | $5,340,261 | -$1,253,812 | 2026-07-31 |
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| Q2 2026 | APA
APA CORP | United States | COM | 117,701 | 115,181 | -2,520 | $4,995,230 | $3,751,445 | -$1,243,785 | 2026-07-31 |
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| Q2 2026 | STAG
STAG INDL INC COM | United States | COM | 586,985 | 586,882 | -103 | $21,166,677 | $22,336,736 | +$1,170,059 | 2026-07-31 |
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| Q2 2026 | ELS
EQUITY LIFESTYLE PROPERTIES IN | United States | COM | 799,961 | 792,528 | -7,433 | $49,933,584 | $51,078,425 | +$1,144,841 | 2026-07-31 |
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| Q2 2026 | GPOR
GULFPORT ENERGY CORP | United States | COM | 21,782 | 21,262 | -520 | $4,608,418 | $3,608,161 | -$1,000,257 | 2026-07-31 |
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| Q2 2026 | CHRD
CHORD ENERGY CORPORATION COM N | United States | COM | 30,492 | 29,833 | -659 | $4,335,353 | $3,409,912 | -$925,441 | 2026-07-31 |
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| Q2 2026 | AM
ANTERO MIDSTREAM CORP COM | United States | COM | 1,138,874 | 1,104,337 | -34,537 | $25,966,329 | $25,123,666 | -$842,663 | 2026-07-31 |
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| Q2 2026 | MPC
MARATHON PETE CORP COM | United States | COM | 47,097 | 41,782 | -5,315 | $11,500,067 | $10,682,340 | -$817,727 | 2026-07-31 |
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| Q2 2026 | PAGP
PLAINS GP HLDGS L P LTD PARTNR | United States | COM | 1,421,518 | 1,395,186 | -26,332 | $34,514,446 | $33,861,159 | -$653,287 | 2026-07-31 |
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| Q2 2026 | CVX
CHEVRON CORP NEW COM | United States | COM | 11,009 | 10,767 | -242 | $2,277,729 | $1,784,738 | -$492,991 | 2026-07-31 |
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| Q2 2026 | KNTK
KINETIK HOLDINGS INC COM NEW C | United States | COM | 146,317 | 138,735 | -7,582 | $7,083,206 | $6,706,450 | -$376,756 | 2026-07-31 |
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| Q2 2026 | OVV
OVINTIV INC COM | | COM | 39,227 | 38,530 | -697 | $2,328,515 | $2,028,604 | -$299,911 | 2026-07-31 |
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| Q2 2026 | BKR
BAKER HUGHES COMPANY CL A | United States | COM | 39,056 | 38,161 | -895 | $2,384,369 | $2,117,935 | -$266,434 | 2026-07-31 |
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| Q2 2026 | JPM
JPMORGAN CHASE & CO. COM | United States | COM | 4,310 | 3,107 | -1,203 | $1,267,738 | $1,016,893 | -$250,845 | 2026-07-31 |
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| Q2 2026 | HAL
HALLIBURTON CO COM | United States | COM | 42,426 | 41,463 | -963 | $1,654,190 | $1,407,669 | -$246,521 | 2026-07-31 |
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| Q2 2026 | RRC
RANGE RES CORP COM | United States | COM | 27,132 | 26,612 | -520 | $1,225,824 | $989,700 | -$236,124 | 2026-07-31 |
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| Q2 2026 | LBRT
LIBERTY ENERGY INC COM CL A | United States | COM | 73,902 | 72,261 | -1,641 | $2,128,378 | $1,892,516 | -$235,862 | 2026-07-31 |
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| Q2 2026 | VLO
VALERO ENERGY CORP COM | United States | COM | 26,518 | 25,899 | -619 | $6,552,067 | $6,745,136 | +$193,069 | 2026-07-31 |
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| Q2 2026 | AVGO
BROADCOM INC COM | United States | COM | 3,211 | 3,109 | -102 | $993,892 | $1,174,364 | +$180,472 | 2026-07-31 |
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| Q2 2026 | WCN
WASTE CONNECTIONS INC COM | | COM | 32,583 | 30,917 | -1,666 | $5,292,709 | $5,153,591 | -$139,118 | 2026-07-31 |
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| Q2 2026 | TTE
TOTALENERGIES SE | | COM | 5,215 | 4,624 | -591 | $474,465 | $359,563 | -$114,902 | 2026-07-31 |
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| Q2 2026 | SOBO
SOUTH BOW CORP | | COM | 527,789 | 496,936 | -30,853 | $17,585,929 | $17,512,025 | -$73,904 | 2026-07-31 |
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| Q2 2026 | RY
ROYAL BK CDA COM | | COM | 2,734 | 2,337 | -397 | $442,337 | $483,625 | +$41,288 | 2026-07-31 |
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| Q2 2026 | JEF
JEFFERIES FINL GROUP INC COM | United States | COM | 11,843 | 10,005 | -1,838 | $488,754 | $500,058 | +$11,304 | 2026-07-31 |
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