CF Capital’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

CF Capital’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
2025 Q4	–	Sell	-16,446	Closed	-$739K	–	48
2025 Q3	$739K	Buy	16,446 +2,722	+20%	+$128K	0.45%	43
2025 Q2	$653K	Sell	13,724 -3,042	-18%	-$139K	0.83%	28
2025 Q1	$763K	Buy	16,766 +266	+2%	+$13K	0.78%	29
2024 Q4	$768K	Buy	+16,500	New	+$754K	0.83%	29

Other funds holding EMO

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

SIA

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

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

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

CF Capital's EMO Position: Q4 2025 in Review

CF Capital sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2025, closing a stake of 16,446 shares — an estimated $739K sold.

CF Capital first reported a position in EMO in Q4 2024 and held it in 4 quarters. The position peaked at $768K in Q4 2024. 119 funds tracked by Wall St. Rank hold EMO as of Q4 2025.

CF Capital reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2025 after selling out during the quarter.
CF Capital sold 16,446 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2025, an estimated $739K.
CF Capital first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and held it in 4 quarters.
CF Capital's ClearBridge Energy Midstream Opportunity Fund position peaked at $768K in Q4 2024.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2025.

Based on CF Capital's 13F filing for Q4 2025, filed 12 Feb 2026.