Northwestern Mutual Wealth Management
EMO

Northwestern Mutual Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Northwestern Mutual Wealth Management’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 		$221K Sell
4,193
-264
-6% -$13.1K ﹤0.01% 1866
2025
Q4 		$199K Hold
4,457
– – ﹤0.01% 1870
2025
Q3 		$200K Hold
4,457
– – ﹤0.01% 1795
2025
Q2 		$214K Sell
4,457
-19
-0.4% -$869 ﹤0.01% 1715
2025
Q1 		$222K Buy
4,476
+170
+4% +$8.33K ﹤0.01% 1622
2024
Q4 		$200K Buy
4,306
+145
+3% +$6.63K ﹤0.01% 1653
2024
Q3 		$176K Buy
4,161
+3,761
+940% +$152K ﹤0.01% 1677
2024
Q2 		$16.5K Buy
+400
New +$16.6K ﹤0.01% 2464
2023
Q4 		– Sell
-210
Closed -$6.66K – 3528
2023
Q3 		$6.66K Buy
+210
New +$6.6K ﹤0.01% 2668
2021
Q4 		– Sell
-706
Closed -$15K – 3191
2021
Q3 		$15K Sell
706
-326
-32% -$6.97K ﹤0.01% 2329
2021
Q2 		$24K Hold
1,032
– – ﹤0.01% 2116
2021
Q1 		$19K Sell
1,032
-200
-16% -$3.38K ﹤0.01% 2070
2020
Q4 		$17K Buy
1,232
+200
+19% +$2.37K ﹤0.01% 2016
2020
Q3 		$9K Sell
1,032
-1
-0.1% -$11 ﹤0.01% 2011
2020
Q2 		$12K Buy
1,033
+697
+207% +$8.1K ﹤0.01% 1855
2020
Q1 		$2K Buy
+336
New +$10.5K ﹤0.01% 2239
2019
Q4 		– Sell
-600
Closed -$26K – 2445
2019
Q3 		$26K Buy
+600
New +$26.8K ﹤0.01% 1637
2015
Q4 		– Sell
-264
Closed -$19K – 1652
2015
Q3 		$19K Buy
+264
New +$22.6K ﹤0.01% 926

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M 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

Northwestern Mutual Wealth Management's EMO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 5.9% in Q1 2026, selling an estimated $13.1K and leaving 4,193 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Northwestern Mutual Wealth Management first reported a position in EMO in Q3 2015 and has held it in 18 quarters since. The position peaked at $222K in Q1 2025. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • Northwestern Mutual Wealth Management held 4,193 shares of ClearBridge Energy Midstream Opportunity Fund worth $221K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 264 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $13.1K.
  • ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1866 holding.
  • Northwestern Mutual Wealth Management first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q3 2015 and has held it in 18 quarters since.
  • Northwestern Mutual Wealth Management's ClearBridge Energy Midstream Opportunity Fund position peaked at $222K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.