Eagle Bay Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Eagle Bay 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	$216K	Sell	4,084 -149	-4%	-$7.4K	0.19%	113
2025 Q4	$189K	Buy	+4,233	New	+$185K	0.14%	125
2025 Q1	–	Sell	-3,665	Closed	-$171K	–	377
2024 Q4	$171K	Sell	3,665 -127	-3%	-$5.8K	0.11%	128
2024 Q3	$161K	Buy	+3,792	New	+$154K	0.06%	202

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

Eagle Bay Advisors's EMO Position: Q1 2026 in Review

Eagle Bay Advisors reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 3.5% in Q1 2026, selling an estimated $7.4K and leaving 4,084 shares worth $216K. The position accounts for 0.19% of the portfolio, ranked #113.

Eagle Bay Advisors first reported a position in EMO in Q3 2024 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Eagle Bay Advisors held 4,084 shares of ClearBridge Energy Midstream Opportunity Fund worth $216K as of Q1 2026.
Eagle Bay Advisors sold 149 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $7.4K.
ClearBridge Energy Midstream Opportunity Fund made up 0.19% of Eagle Bay Advisors's portfolio in Q1 2026, its #113 holding.
Eagle Bay Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 4 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.