MML Investors Services’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

MML Investors Services’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 Q4	–	Sell	-4,518	Closed	-$203K	–	3070
2025 Q3	$203K	Sell	4,518 -11,810	-72%	-$556K	﹤0.01%	2753
2025 Q2	$783K	Sell	16,328 -119	-0.7%	-$5.44K	﹤0.01%	1804
2025 Q1	$816K	Buy	16,447 +1,123	+7%	+$55K	﹤0.01%	1701
2024 Q4	$713K	Buy	15,324 +1,602	+12%	+$73.2K	﹤0.01%	1715
2024 Q3	$579K	Buy	+13,722	New	+$556K	﹤0.01%	1775

Other funds holding EMO

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

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

MML Investors Services's EMO Position: Q4 2025 in Review

MML Investors Services sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q4 2025, closing a stake of 4,518 shares — an estimated $203K sold.

MML Investors Services first reported a position in EMO in Q3 2024 and held it in 5 quarters. The position peaked at $816K in Q1 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q4 2025.

MML Investors Services reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q4 2025 after selling out during the quarter.
MML Investors Services sold 4,518 ClearBridge Energy Midstream Opportunity Fund shares in Q4 2025, an estimated $203K.
MML Investors Services first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and held it in 5 quarters.
MML Investors Services's ClearBridge Energy Midstream Opportunity Fund position peaked at $816K in Q1 2025.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q4 2025.

Based on MML Investors Services's 13F filing for Q4 2025, filed 13 Feb 2026.