Cary Street Partners’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Cary Street Partners’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	$626K	Hold	12,490	–	–	0.01%	607
2026 Q1	$660K	Hold	12,490	–	–	0.02%	530
2025 Q4	$558K	Buy	12,490 +253	+2%	+$11.1K	0.01%	570
2025 Q3	$550K	Hold	12,237	–	–	0.01%	550
2025 Q2	$587K	Hold	12,237	–	–	0.02%	518
2025 Q1	$607K	Hold	12,237	–	–	0.02%	492
2024 Q4	$570K	Buy	+12,237	New	+$559K	0.02%	489

Other funds holding EMO

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cary Street Partners's EMO Position: Q2 2026 in Review

Cary Street Partners held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 12,490 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #607.

Cary Street Partners first reported a position in EMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Cary Street Partners held 12,490 shares of ClearBridge Energy Midstream Opportunity Fund worth $626K as of Q2 2026.
Cary Street Partners left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #607 holding.
Cary Street Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's ClearBridge Energy Midstream Opportunity Fund position peaked at $660K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.