NFG
EMO

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
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

TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Nations Financial Group's EMO Position: Q2 2026 in Review

Nations Financial Group reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.37% in Q2 2026, selling an estimated $5.02K and leaving 26,728 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #306.

Nations Financial Group first reported a position in EMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2025. 29 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Nations Financial Group held 26,728 shares of ClearBridge Energy Midstream Opportunity Fund worth $1.34M as of Q2 2026.
  • Nations Financial Group sold 100 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $5.02K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.06% of Nations Financial Group's portfolio in Q2 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 8 quarters since.
  • Nations Financial Group's ClearBridge Energy Midstream Opportunity Fund position peaked at $1.43M in Q2 2025.
  • 29 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.