CX Institutional’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

CX Institutional’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	$19K	Buy	372 +8	+2%	+$402	﹤0.01%	1183
2026 Q1	$19K	Buy	364 +8	+2%	+$398	﹤0.01%	1143
2025 Q4	$16K	Buy	356 +11	+3%	+$481	﹤0.01%	1124
2025 Q3	$15K	Hold	345	–	–	﹤0.01%	1133
2025 Q2	$17K	Hold	345	–	–	﹤0.01%	981
2025 Q1	$17K	Buy	+345	New	+$16.9K	﹤0.01%	961
2020 Q4	–	Sell	-517	Closed	-$5K	–	867
2020 Q3	$5K	Buy	+517	New	+$5.7K	﹤0.01%	741

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

CX Institutional's EMO Position: Q2 2026 in Review

CX Institutional increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 2.2% in Q2 2026, buying an estimated $402 and bringing the position to 372 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

CX Institutional first reported a position in EMO in Q3 2020 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

CX Institutional held 372 shares of ClearBridge Energy Midstream Opportunity Fund worth $19K as of Q2 2026.
CX Institutional bought 8 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $402.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1183 holding.
CX Institutional first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2020 and has held it in 7 quarters since.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.