Fidelity Investments’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Fidelity Investments’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
2025 Q1	–	Sell	-1	Closed	-$47	–	5405
2024 Q4	$47	Buy	+1	New	+$46	﹤0.01%	5199
2021 Q1	–	Sell	-1	Closed	–	–	4101
2020 Q4	$0	Buy	+1	New	+$12	﹤0.01%	3934
2020 Q2	–	Hold	0	–	–	–	3716
2020 Q1	–	Hold	0	–	–	–	3762
2019 Q2	–	Hold	0	–	–	–	3827
2019 Q1	–	Hold	0	–	–	–	3729
2018 Q4	–	Hold	0	–	–	–	3645

Other funds holding EMO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments's EMO Position: Q1 2025 in Review

Fidelity Investments sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2025, closing a stake of 1 share — an estimated $47 sold.

Fidelity Investments first reported a position in EMO in Q4 2020 and held it in 2 quarters. The position peaked at $47 in Q4 2024. 109 funds tracked by Wall St. Rank hold EMO as of Q1 2025.

Fidelity Investments reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 ClearBridge Energy Midstream Opportunity Fund share in Q1 2025, an estimated $47.
Fidelity Investments first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2020 and held it in 2 quarters.
Fidelity Investments's ClearBridge Energy Midstream Opportunity Fund position peaked at $47 in Q4 2024.
109 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.