Morgan Stanley
EMO

Morgan Stanley’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Morgan Stanley’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 		$70.3M Buy
1,330,974
+18,532
+1% +$921K ﹤0.01% 1763
2025
Q4 		$58.6M Buy
1,312,442
+83,309
+7% +$3.64M ﹤0.01% 1931
2025
Q3 		$55.2M Sell
1,229,133
-34,767
-3% -$1.64M ﹤0.01% 1926
2025
Q2 		$60.6M Buy
1,263,900
+29,759
+2% +$1.36M ﹤0.01% 1741
2025
Q1 		$61.2M Buy
1,234,141
+59,029
+5% +$2.89M ﹤0.01% 1634
2024
Q4 		$54.7M Buy
1,175,112
+114,341
+11% +$5.22M ﹤0.01% 1760
2024
Q3 		$44.8M Buy
1,060,771
+633,678
+148% +$25.7M ﹤0.01% 1934
2024
Q2 		$17.6M Sell
427,093
-191,593
-31% -$7.93M ﹤0.01% 2804
2024
Q1 		$25.1M Sell
618,686
-675,708
-52% -$24.8M ﹤0.01% 2449
2023
Q4 		$45.2M Buy
1,294,394
+606,217
+88% +$19.8M ﹤0.01% 2565
2023
Q3 		$21.8M Sell
688,177
-2,534
-0.4% -$79.6K ﹤0.01% 2361
2023
Q2 		$20.6M Buy
690,711
+53,554
+8% +$1.52M ﹤0.01% 2440
2023
Q1 		$18M Buy
637,157
+14,427
+2% +$423K ﹤0.01% 2544
2022
Q4 		$17.8M Buy
622,730
+19,592
+3% +$565K ﹤0.01% 2457
2022
Q3 		$15.1M Sell
603,138
-18,538
-3% -$504K ﹤0.01% 2507
2022
Q2 		$14.7M Sell
621,676
-4,666
-0.7% -$130K ﹤0.01% 2626
2022
Q1 		$17.7M Buy
626,342
+28,377
+5% +$721K ﹤0.01% 2253
2021
Q4 		$13.1M Buy
597,965
+101,482
+20% +$2.33M ﹤0.01% 2624
2021
Q3 		$10.8M Sell
496,483
-5,872
-1% -$126K ﹤0.01% 2793
2021
Q2 		$11.6M Buy
502,355
+69,244
+16% +$1.49M ﹤0.01% 2819
2021
Q1 		$8.09M Buy
433,111
+43,509
+11% +$736K ﹤0.01% 2866
2020
Q4 		$5.23M Buy
389,602
+90,955
+30% +$1.08M ﹤0.01% 3211
2020
Q3 		$2.62M Sell
298,647
-117,818
-28% -$1.3M ﹤0.01% 3413
2020
Q2 		$4.91M Sell
416,465
-124,991
-23% -$1.45M ﹤0.01% 2693
2020
Q1 		$3.52M Sell
541,456
-230,907
-30% -$7.24M ﹤0.01% 2796
2019
Q4 		$32.5M Buy
772,363
+125,158
+19% +$5.11M 0.01% 1233
2019
Q3 		$28.2M Sell
647,205
-20
-0% -$895 0.01% 1236
2019
Q2 		$29.8M Sell
647,225
-4,269
-0.7% -$201K 0.01% 1191
2019
Q1 		$31.3M Buy
651,494
+6,990
+1% +$328K 0.01% 1122
2018
Q4 		$25.2M Buy
644,504
+424,783
+193% +$20.8M 0.01% 1256
2018
Q3 		$12.5M Buy
219,721
+17,362
+9% +$1M ﹤0.01% 2179
2018
Q2 		$11.1M Buy
202,359
+11,379
+6% +$625K ﹤0.01% 2267
2018
Q1 		$9.38M Buy
190,980
+23,665
+14% +$1.38M ﹤0.01% 2401
2017
Q4 		$9.87M Buy
167,315
+15,581
+10% +$869K ﹤0.01% 2407
2017
Q3 		$9.23M Sell
151,734
-63,226
-29% -$3.83M ﹤0.01% 2364
2017
Q2 		$13.7M Buy
214,960
+16,183
+8% +$1.06M ﹤0.01% 1860
2017
Q1 		$13.4M Buy
198,777
+40,074
+25% +$2.72M ﹤0.01% 1926
2016
Q4 		$10.4M Sell
158,703
-28,264
-15% -$1.83M ﹤0.01% 2214
2016
Q3 		$12.4M Sell
186,967
-11,638
-6% -$759K ﹤0.01% 1833
2016
Q2 		$13M Sell
198,605
-20,325
-9% -$1.24M ﹤0.01% 1766
2016
Q1 		$12.3M Sell
218,930
-12,020
-5% -$599K ﹤0.01% 1692
2015
Q4 		$14.6M Sell
230,950
-7,657
-3% -$561K 0.01% 1660
2015
Q3 		$17.2M Buy
238,607
+7,358
+3% +$631K 0.01% 1509
2015
Q2 		$21.6M Sell
231,249
-27,756
-11% -$2.92M 0.01% 1430
2015
Q1 		$27.1M Sell
259,005
-17,781
-6% -$1.93M 0.01% 1216
2014
Q4 		$32.7M Sell
276,786
-4,972
-2% -$577K 0.01% 1107
2014
Q3 		$34.4M Sell
281,758
-5,342
-2% -$662K 0.01% 1040
2014
Q2 		$36.5M Sell
287,100
-5,383
-2% -$641K 0.01% 980
2014
Q1 		$32.9M Sell
292,483
-47,205
-14% -$5.31M 0.01% 1000
2013
Q4 		$39.4M Buy
339,688
+22,457
+7% +$2.53M 0.02% 874
2013
Q3 		$35.8M Sell
317,231
-28,367
-8% -$3.35M 0.02% 842
2013
Q2 		$41.9M Buy
+345,598
New +$40.8M 0.02% 727

Other funds holding EMO

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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley's EMO Position: Q1 2026 in Review

Morgan Stanley increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 1.4% in Q1 2026, buying an estimated $921K and bringing the position to 1,330,974 shares worth $70.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Morgan Stanley first reported a position in EMO in Q2 2013 and has held it in 52 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • Morgan Stanley held 1,330,974 shares of ClearBridge Energy Midstream Opportunity Fund worth $70.3M as of Q1 2026.
  • Morgan Stanley bought 18,532 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $921K.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1763 holding.
  • Morgan Stanley first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2013 and has held it in 52 quarters since.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.