Nations Financial Group’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Nations Financial Group’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 Q3	$1.32M	Sell	26,428 -300	-1%	-$15.8K	0.07%	306
2026 Q2	$1.34M	Sell	26,728 -100	-0.4%	-$5.02K	0.06%	306
2026 Q1	$1.42M	Hold	26,828	–	–	0.07%	285
2025 Q4	$1.2M	Sell	26,828 -365	-1%	-$16K	0.06%	304
2025 Q3	$1.22M	Sell	27,193 -2,643	-9%	-$125K	0.08%	276
2025 Q2	$1.43M	Buy	29,836 +16,585	+125%	+$759K	0.1%	230
2025 Q1	$658K	Sell	13,251 -300	-2%	-$14.7K	0.05%	364
2024 Q4	$631K	Sell	13,551 -1,459	-10%	-$66.7K	0.05%	380
2024 Q3	$633K	Buy	+15,010	New	+$608K	0.05%	383

Other funds holding EMO

Edgemoor Investment Advisors Bethesda, Maryland $1.43B AUM 24.47% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Nations Financial Group's EMO Position: Q3 2026 in Review

Nations Financial Group reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 1.1% in Q3 2026, selling an estimated $15.8K and leaving 26,428 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #306.

Nations Financial Group first reported a position in EMO in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q2 2025. 52 funds tracked by Wall St. Rank hold EMO as of Q3 2026.

Nations Financial Group held 26,428 shares of ClearBridge Energy Midstream Opportunity Fund worth $1.32M as of Q3 2026.
Nations Financial Group sold 300 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2026, an estimated $15.8K.
ClearBridge Energy Midstream Opportunity Fund made up 0.07% of Nations Financial Group's portfolio in Q3 2026, its #306 holding.
Nations Financial Group first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2024 and has held it in 9 quarters since.
Nations Financial Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $1.43M in Q2 2025.
52 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.