Envestnet Asset Management
EMO

Envestnet Asset Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Envestnet Asset Management’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 		– Sell
-11,355
Closed -$600K – 4865
2026
Q1 		$600K Buy
11,355
+3,455
+44% +$172K ﹤0.01% 3801
2025
Q4 		$353K Buy
7,900
+387
+5% +$16.9K ﹤0.01% 3918
2025
Q3 		$337K Sell
7,513
-1,313
-15% -$61.9K ﹤0.01% 4005
2025
Q2 		$423K Sell
8,826
-337
-4% -$15.4K ﹤0.01% 3822
2025
Q1 		$455K Buy
9,163
+175
+2% +$8.57K ﹤0.01% 3687
2024
Q4 		$418K Buy
8,988
+976
+12% +$44.6K ﹤0.01% 3679
2024
Q3 		$338K Buy
+8,012
New +$325K ﹤0.01% 3750
2019
Q4 		– Sell
-11,238
Closed -$489K – 3100
2019
Q3 		$489K Buy
11,238
+69
+0.6% +$3.09K ﹤0.01% 2387
2019
Q2 		$514K Buy
11,169
+1,769
+19% +$83.2K ﹤0.01% 2396
2019
Q1 		$452K Buy
+9,400
New +$442K ﹤0.01% 2404

Other funds holding EMO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $167M AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Envestnet Asset Management's EMO Position: Q2 2026 in Review

Envestnet Asset Management sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026, closing a stake of 11,355 shares — an estimated $600K sold.

Envestnet Asset Management first reported a position in EMO in Q1 2019 and held it in 10 quarters. The position peaked at $600K in Q1 2026. 65 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Envestnet Asset Management reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 11,355 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $600K.
  • Envestnet Asset Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2019 and held it in 10 quarters.
  • Envestnet Asset Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $600K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.