HPBT
EMO

Hickory Point Bank & Trust’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Hickory Point Bank & Trust’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 		$500K Sell
9,990
-1,675
-14% -$84.1K 0.3% 65
2026
Q1 		$616K Buy
11,665
+4,765
+69% +$237K 0.41% 51
2025
Q4 		$308K Buy
+6,900
New +$302K 0.22% 103

Other funds holding EMO

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Hickory Point Bank & Trust's EMO Position: Q2 2026 in Review

Hickory Point Bank & Trust reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 14% in Q2 2026, selling an estimated $84.1K and leaving 9,990 shares worth $500K. The position accounts for 0.3% of the portfolio, ranked #65.

Hickory Point Bank & Trust first reported a position in EMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $616K in Q1 2026. 47 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Hickory Point Bank & Trust held 9,990 shares of ClearBridge Energy Midstream Opportunity Fund worth $500K as of Q2 2026.
  • Hickory Point Bank & Trust sold 1,675 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $84.1K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.3% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #65 holding.
  • Hickory Point Bank & Trust first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
  • Hickory Point Bank & Trust's ClearBridge Energy Midstream Opportunity Fund position peaked at $616K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.