NewEdge Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

NewEdge Advisors’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	$472K	Sell	9,429 -336	-3%	-$16.9K	﹤0.01%	2187
2026 Q1	$516K	Buy	9,765 +218	+2%	+$10.8K	﹤0.01%	1966
2025 Q4	$426K	Sell	9,547 -80	-0.8%	-$3.5K	﹤0.01%	2089
2025 Q3	$432K	Buy	9,627 +77	+0.8%	+$3.63K	﹤0.01%	1921
2025 Q2	$458K	Sell	9,550 -1,092	-10%	-$50K	﹤0.01%	1745
2025 Q1	$528K	Buy	10,642 +148	+1%	+$7.25K	﹤0.01%	1556
2024 Q4	$488K	Buy	10,494 +690	+7%	+$31.5K	﹤0.01%	1572
2024 Q3	$414K	Buy	9,804 +9,504	+3,168%	+$385K	﹤0.01%	1584
2024 Q2	$12.4K	Hold	300	–	–	﹤0.01%	2779
2024 Q1	$12.2K	Hold	300	–	–	﹤0.01%	2804
2023 Q4	$10.5K	Hold	300	–	–	﹤0.01%	2825
2023 Q3	$9.51K	Hold	300	–	–	﹤0.01%	2587
2023 Q2	$8.96K	Hold	300	–	–	﹤0.01%	2635
2023 Q1	$8.47K	Sell	300 -1,199	-80%	-$35.2K	﹤0.01%	2616
2022 Q4	$34.3K	Buy	+1,499	New	+$43.2K	﹤0.01%	1888

Other funds holding EMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NewEdge Advisors's EMO Position: Q2 2026 in Review

NewEdge Advisors reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 3.4% in Q2 2026, selling an estimated $16.9K and leaving 9,429 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

NewEdge Advisors first reported a position in EMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $528K in Q1 2025. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

NewEdge Advisors held 9,429 shares of ClearBridge Energy Midstream Opportunity Fund worth $472K as of Q2 2026.
NewEdge Advisors sold 336 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $16.9K.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2187 holding.
NewEdge Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $528K in Q1 2025.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.