Miller Howard Investments’s Sunoco SUN Stock Holding History

Miller Howard Investments’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.8M	Buy	974,109 +157,876	+19%	+$10.5M	1.74%	18
2026 Q1	$53M	Buy	816,233 +126,964	+18%	+$7.7M	1.45%	29
2025 Q4	$36.1M	Sell	689,269 -5,611	-0.8%	-$296K	1.09%	41
2025 Q3	$34.8M	Buy	694,880 +3,784	+0.5%	+$197K	1.06%	43
2025 Q2	$37M	Buy	691,096 +3,852	+0.6%	+$213K	1.17%	39
2025 Q1	$39.9M	Buy	687,244 +92,187	+15%	+$5.22M	1.27%	33
2024 Q4	$30.6M	Buy	595,057 +5,296	+0.9%	+$280K	1.01%	44
2024 Q3	$31.7M	Buy	589,761 +6,438	+1%	+$349K	0.98%	46
2024 Q2	$33M	Buy	583,323 +146,152	+33%	+$7.97M	1.09%	40
2024 Q1	$26.4M	Buy	437,171 +17,757	+4%	+$1.07M	0.86%	45
2023 Q4	$25.1M	Buy	419,414 +68,627	+20%	+$3.65M	0.88%	47
2023 Q3	$17.2M	Buy	350,787 +126,626	+56%	+$5.75M	0.63%	49
2023 Q2	$9.76M	Buy	+224,161	New	+$9.92M	0.35%	56

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Miller Howard Investments's SUN Position: Q2 2026 in Review

Miller Howard Investments increased its Sunoco (SUN) stake by 19% in Q2 2026, buying an estimated $10.5M and bringing the position to 974,109 shares worth $65.8M. The position accounts for 1.74% of the portfolio, ranked #18.

Miller Howard Investments first reported a position in SUN in Q2 2023 and has held it in 13 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Miller Howard Investments held 974,109 shares of Sunoco worth $65.8M as of Q2 2026.
Miller Howard Investments bought 157,876 Sunoco shares in Q2 2026, an estimated $10.5M.
Sunoco made up 1.74% of Miller Howard Investments's portfolio in Q2 2026, its #18 holding.
Miller Howard Investments first reported a position in Sunoco in Q2 2023 and has held it in 13 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Miller Howard Investments's 13F filing for Q2 2026, filed 31 Jul 2026.