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MILLER HOWARD INVESTMENTS INC /NY: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MILLER HOWARD INVESTMENTS INC /NY on XLU, newest first. How the timeline and the estimate are built.

MILLER HOWARD INVESTMENTS INC /NY held 63,851 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,851 shares
    Change vs previous 13F +45,852 shares

    0.08% of the 13F portfolio, value $2,895,020.

    13F-HR 0000903947-26-000003 filed by MILLER HOWARD INVESTMENTS INC /NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,999 shares
    Change vs previous 13F -113,132 shares

    0.02% of the 13F portfolio, value $825,986.

    13F-HR 0000903947-26-000002 filed by MILLER HOWARD INVESTMENTS INC /NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 131,131 shares
    Change vs previous 13F +109,514 shares

    0.17% of the 13F portfolio, value $5,597,977.

    13F-HR 0000903947-26-000001 filed by MILLER HOWARD INVESTMENTS INC /NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,617 shares
    Change vs previous 13F +11,352 shares

    0.06% of the 13F portfolio, value $1,885,252.

    13F-HR 0000903947-25-000008 filed by MILLER HOWARD INVESTMENTS INC /NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,265 shares
    Change vs previous 13F -21,276 shares

    0.03% of the 13F portfolio, value $838,221.

    13F-HR 0000903947-25-000004 filed by MILLER HOWARD INVESTMENTS INC /NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,541 shares
    Change vs previous 13F -33,219 shares

    0.08% of the 13F portfolio, value $2,486,972.

    13F-HR 0000903947-25-000002 filed by MILLER HOWARD INVESTMENTS INC /NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,760 shares
    Change vs previous 13F +46,424 shares

    0.16% of the 13F portfolio, value $4,901,669.

    13F-HR 0000903947-25-000001 filed by MILLER HOWARD INVESTMENTS INC /NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,336 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,481,221.

    13F-HR 0000903947-24-000011 filed by MILLER HOWARD INVESTMENTS INC /NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).