Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,669,712
+$100,789 QoQ
Shares Held
38,342
+3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#547
of 2,360 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MILLER HOWARD INVESTMENTS INC /NY holds $332,361,966 across 22 Utilities - Regulated Electric names. SO ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
1,620,430 | $75,544,446 | |
| 2 | ETR |
Entergy Corp /De/
|
627,738 | $72,101,986 | |
| 3 | CMS |
Cms Energy Corp
|
571,159 | $43,693,663 | |
| 4 | OGE |
Oge Energy Corp.
|
705,897 | $34,348,948 | |
| 5 | CNP |
Centerpoint Energy Inc
|
361,649 | $15,927,021 | |
| 6 | NEE |
Nextera Energy Inc
|
167,152 | $14,670,931 | |
| 7 | XEL |
Xcel Energy Inc
|
157,444 | $12,642,753 | |
| 8 | AEE |
Ameren Corp
|
105,102 | $11,880,730 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,669,712 | 38,342 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,568,923 | 36,976 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,978,228 | 34,154 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,000,133 | 31,657 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,785,663 | 30,335 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,641,815 | 28,731 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,173,988 | 26,409 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,353,607 | 26,099 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,120,918 | 27,342 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,973,065 | 27,503 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,697,165 | 38,465 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,841,466 | 43,904 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,573,327 | 36,631 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,953,249 | 28,072 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,658,068 | 23,219 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||