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 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 $1.66T 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

Edgemoor Investment Advisors's EMO Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 5.2% in Q1 2026, buying an estimated $190K and bringing the position to 77,738 shares worth $4.11M. The position accounts for 0.32% of the portfolio, ranked #54.

Edgemoor Investment Advisors first reported a position in EMO in Q2 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Edgemoor Investment Advisors held 77,738 shares of ClearBridge Energy Midstream Opportunity Fund worth $4.11M as of Q1 2026.
Edgemoor Investment Advisors bought 3,832 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $190K.
ClearBridge Energy Midstream Opportunity Fund made up 0.32% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #54 holding.
Edgemoor Investment Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2024 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.