MILLER HOWARD INVESTMENTS INC /NY
KINGSTON NY · SEC CIK 0000903947
$37.69亿2026Q2 申报市值
152持仓数
25.2%前十大占比 · 第一大 3.5%
15 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MCD 新建仓+$5,293.97万
BRX 新建仓+$2,229.94万
KO 加仓+$2,193.13万
MTB 加仓+$1,255.46万
MDT 加仓+$1,069.33万
2026Q2 卖出最多 按季末市值估算
BNY 减仓-$5,124.57万
CMCSA 减仓-$3,111.99万
GSK 减仓-$2,344.66万
ORI 减仓-$2,242.48万
STT 减仓-$1,565.65万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR SBI INT- | $289.50万 | 0.08% | 63,851 | 45,852 | 254.7% | $207.89万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $281.41万 | 0.07% | 22,232 | 787 | 3.7% | $9.96万 | 加仓 |
| DTE | DTE ENERGY CO COM | $262.44万 | 0.07% | 17,224 | 608 | 3.7% | $9.26万 | 加仓 |
| D | DOMINION ENERGY INC COM | $260.59万 | 0.07% | 38,159 | 1,344 | 3.7% | $9.18万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC | $247.55万 | 0.07% | 30,502 | 1,048 | 3.6% | $8.51万 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $237.90万 | 0.06% | 31,184 | 1,095 | 3.6% | $8.35万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $226.10万 | 0.06% | 19,363 | 684 | 3.7% | $7.99万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $212.13万 | 0.06% | 106,172 | -155,204 | -59.4% | -$310.10万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $211.79万 | 0.06% | 38,161 | -895 | -2.3% | -$4.97万 | 减仓 |
| EVRG | EVERGY INC COM | $203.96万 | 0.05% | 23,598 | 828 | 3.6% | $7.16万 | 加仓 |
| OVV | OVINTIV INC COM | $202.86万 | 0.05% | 38,530 | -697 | -1.8% | -$3.67万 | 减仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $189.25万 | 0.05% | 72,261 | -1,641 | -2.2% | -$4.30万 | 减仓 |
| CVX | CHEVRON CORP NEW COM | $178.47万 | 0.05% | 10,767 | -242 | -2.2% | -$4.01万 | 减仓 |
| PCG | PG&E CORP COM | $159.25万 | 0.04% | 94,678 | 3,382 | 3.7% | $5.69万 | 加仓 |
| MDU | MDU RES GROUP INC COM | $159.16万 | 0.04% | 75,038 | 2,665 | 3.7% | $5.65万 | 加仓 |
| FTS | FORTIS INC COM | $145.93万 | 0.04% | 25,499 | 886 | 3.6% | $5.07万 | 加仓 |
| HAL | HALLIBURTON CO COM | $140.77万 | 0.04% | 41,463 | -963 | -2.3% | -$3.27万 | 减仓 |
| BKH | BLACK HILLS CORP COM | $127.37万 | 0.03% | 17,119 | 603 | 3.7% | $4.49万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $126.78万 | 0.03% | 8,680 | 321 | 3.8% | $4.69万 | 加仓 |
| AVGO | BROADCOM INC COM | $117.44万 | 0.03% | 3,109 | -102 | -3.2% | -$3.85万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP | $115.58万 | 0.03% | 8,454 | 8,454 | — | $115.58万 | 新建仓 |
| OGS | ONE GAS INC COM | $114.91万 | 0.03% | 14,910 | 531 | 3.7% | $4.09万 | 加仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $107.19万 | 0.03% | 20,275 | 20,275 | — | $107.19万 | 新建仓 |
| ES | EVERSOURCE ENERGY COM | $107.02万 | 0.03% | 14,808 | 534 | 3.7% | $3.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. COM | $101.69万 | 0.03% | 3,107 | -1,203 | -27.9% | -$39.37万 | 减仓 |
| RRC | RANGE RES CORP COM | $98.97万 | 0.03% | 26,612 | -520 | -1.9% | -$1.93万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $93.28万 | 0.02% | 3,926 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP- A | $83.51万 | 0.02% | 2,759 | 661 | 31.5% | $20.01万 | 加仓 |
| JEF | JEFFERIES FINL GROUP INC COM | $50.01万 | 0.01% | 10,005 | -1,838 | -15.5% | -$9.19万 | 减仓 |
| RY | ROYAL BK CDA COM | $48.36万 | 0.01% | 2,337 | -397 | -14.5% | -$8.22万 | 减仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $46.06万 | 0.01% | 1,900 | 753 | 65.6% | $18.26万 | 加仓 |
| NTAP | NETAPP INC COM | $41.27万 | 0.01% | 2,667 | 525 | 24.5% | $8.12万 | 加仓 |
| TTE | TOTALENERGIES SE | $35.96万 | 0.01% | 4,624 | -591 | -11.3% | -$4.60万 | 减仓 |
| GEV | GE VERNOVA INC | $35.95万 | 0.01% | 306 | 306 | — | $35.95万 | 新建仓 |
| NXT | NEXTPOWER INC | $32.37万 | 0.01% | 2,717 | 2,717 | — | $32.37万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $32.01万 | 0.01% | 5,477 | 5,477 | — | $32.01万 | 新建仓 |
| — | EXXON MOBIL CORP COM | $30.99万 | 0.01% | 2,267 | -8,668 | -79.3% | -$118.51万 | 减仓 |
| GNRC | GENERAC HOLDINGS INC | $28.26万 | 0.01% | 965 | 965 | — | $28.26万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $27.20万 | 0.01% | 11,079 | -1,267,616 | -99.1% | -$3,111.99万 | 减仓 |
| TE | T1 ENERGY INC | $26.75万 | 0.01% | 28,212 | 11,729 | 71.2% | $11.12万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $25.89万 | 0.01% | 5,258 | 5,258 | — | $25.89万 | 新建仓 |
| BLDP | BALLARD PWR SYS INC NEW | $23.04万 | 0.01% | 59,216 | 30,191 | 104.0% | $11.74万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $21.86万 | 0.01% | 6,396 | 6,396 | — | $21.86万 | 新建仓 |
| CMI | CUMMINS INC COM | $21.75万 | 0.01% | 305 | 305 | — | $21.75万 | 新建仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $20.44万 | 0.01% | 1,785 | -69 | -3.7% | -$7,900 | 重新持有 |
| SHLS | SHOALS TECHNOLOGIES GROUP -A | $17.91万 | 0.00% | 18,091 | 7,521 | 71.2% | $7.45万 | 加仓 |
| PLUG | PLUG POWER INC COM NEW | $14.92万 | 0.00% | 55,060 | 28,423 | 106.7% | $7.70万 | 加仓 |
| TAC | TRANSALTA CORP | $14.60万 | 0.00% | 10,557 | 10,557 | — | $14.60万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $13.44万 | 0.00% | 18,139 | 7,541 | 71.2% | $5.59万 | 加仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $12.43万 | 0.00% | 26,381 | 10,972 | 71.2% | $5.17万 | 加仓 |
| RNW | RENEW ENERGY GLOBAL PLC-A | $10.26万 | 0.00% | 16,423 | 16,423 | — | $10.26万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC CL | $6.83万 | 0.00% | 11,610 | 11,610 | — | $6.83万 | 新建仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $0 | 0.00% | 0 | -26,624 | -100.0% | -$261.92万 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -40,917 | -100.0% | -$143.78万 | 清仓 |