BW
EMO

Boaz Weinstein’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Boaz Weinstein’s Portfolio EMO Stock Details EMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.32M Buy
+126,112
New +$6.34M 0.16% 103
2025
Q2 		– Sell
-181,841
Closed -$9.02M – 331
2025
Q1 		$9.02M Sell
181,841
-18,399
-9% -$901K 0.24% 65
2024
Q4 		$9.32M Sell
200,240
-55,765
-22% -$2.55M 0.22% 72
2024
Q3 		$10.8M Sell
256,005
-9,846
-4% -$399K 0.23% 82
2024
Q2 		$11M Sell
265,851
-2,741,266
-91% -$113M 0.18% 79
2024
Q1 		$122M Hold
3,007,117
– – 2.09% 8
2023
Q4 		$105M Buy
3,007,117
+463,429
+18% +$15.1M 2.11% 7
2023
Q3 		$80.6M Buy
2,543,688
+278,098
+12% +$8.74M 1.94% 10
2023
Q2 		$67.7M Buy
2,265,590
+192,597
+9% +$5.46M 1.76% 10
2023
Q1 		$58.5M Buy
2,072,993
+183,666
+10% +$5.38M 1.12% 14
2022
Q4 		$54M Buy
1,889,327
+596,825
+46% +$17.2M 0.73% 12
2022
Q3 		$32.3M Buy
1,292,502
+781,932
+153% +$21.3M 0.36% 29
2022
Q2 		$12.1M Buy
510,570
+383,203
+301% +$10.7M 0.14% 250
2022
Q1 		$3.59M Sell
127,367
-15,457
-11% -$393K 0.05% 498
2021
Q4 		$3.12M Buy
+142,824
New +$3.28M 0.05% 460

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Boaz Weinstein's EMO Position: Q2 2026 in Review

Boaz Weinstein opened a new position in ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026: 126,112 shares worth $6.32M. The stake represents 0.16% of the portfolio and ranks #103 among its holdings. This is a return to the name: Boaz Weinstein previously reported a position in EMO as recently as Q1 2025.

Boaz Weinstein first reported a position in EMO in Q4 2021 and has held it in 15 quarters since. The position peaked at $122M in Q1 2024. 118 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Boaz Weinstein held 126,112 shares of ClearBridge Energy Midstream Opportunity Fund worth $6.32M as of Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund was a new Boaz Weinstein position in Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.16% of Boaz Weinstein's portfolio in Q2 2026, its #103 holding.
  • Boaz Weinstein first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2021 and has held it in 15 quarters since.
  • Boaz Weinstein's ClearBridge Energy Midstream Opportunity Fund position peaked at $122M in Q1 2024.
  • 118 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.