Capstone Investment Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Capstone Investment Advisors’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 Q1	$1.01M	Hold	19,073	–	–	﹤0.01%	861
2025 Q4	$852K	Hold	19,073	–	–	﹤0.01%	931
2025 Q3	$857K	Hold	19,073	–	–	﹤0.01%	1092
2025 Q2	$915K	Hold	19,073	–	–	﹤0.01%	891
2025 Q1	$946K	Hold	19,073	–	–	﹤0.01%	900
2024 Q4	$888K	Buy	19,073 +11,651	+157%	+$532K	﹤0.01%	1110
2024 Q3	$313K	Buy	+7,422	New	+$301K	﹤0.01%	1398

Other funds holding EMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capstone Investment Advisors's EMO Position: Q1 2026 in Review

Capstone Investment Advisors held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q1 2026 at 19,073 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Capstone Investment Advisors first reported a position in EMO in Q3 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Capstone Investment Advisors held 19,073 shares of ClearBridge Energy Midstream Opportunity Fund worth $1.01M as of Q1 2026.
Capstone Investment Advisors left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q1 2026.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #861 holding.
Capstone Investment Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.