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

Edgemoor 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 Q2	$3.87M	Sell	77,329 -409	-0.5%	-$20.5K	0.26%	58
2026 Q1	$4.11M	Buy	77,738 +3,832	+5%	+$190K	0.32%	54
2025 Q4	$3.3M	Buy	73,906 +19,899	+37%	+$870K	0.26%	57
2025 Q3	$2.43M	Buy	54,007 +1,652	+3%	+$77.8K	0.19%	71
2025 Q2	$2.51M	Buy	52,355 +6,423	+14%	+$294K	0.22%	62
2025 Q1	$2.28M	Buy	45,932 +2,585	+6%	+$127K	0.21%	68
2024 Q4	$2.02M	Sell	43,347 -2,339	-5%	-$107K	0.18%	67
2024 Q3	$1.93M	Buy	45,686 +545	+1%	+$22.1K	0.17%	70
2024 Q2	$1.86M	Buy	+45,141	New	+$1.87M	0.17%	67

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

Edgemoor Investment Advisors's EMO Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.53% in Q2 2026, selling an estimated $20.5K and leaving 77,329 shares worth $3.87M. The position accounts for 0.26% of the portfolio, ranked #58.

Edgemoor Investment Advisors first reported a position in EMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.11M in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Edgemoor Investment Advisors held 77,329 shares of ClearBridge Energy Midstream Opportunity Fund worth $3.87M as of Q2 2026.
Edgemoor Investment Advisors sold 409 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $20.5K.
ClearBridge Energy Midstream Opportunity Fund made up 0.26% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #58 holding.
Edgemoor Investment Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2024 and has held it in 9 quarters since.
Edgemoor Investment Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $4.11M in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.