OC
EMO

Oppenheimer & Co’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Oppenheimer & Co’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 		$463K Buy
8,765
+864
+11% +$42.9K 0.01% 1218
2025
Q4 		$353K Buy
+7,901
New +$345K 0.01% 1219
2015
Q3 		– Sell
-3,200
Closed -$299K – 1381
2015
Q2 		$299K Buy
3,200
+850
+36% +$89.4K 0.01% 1091
2015
Q1 		$247K Buy
+2,350
New +$255K 0.01% 1185

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

Oppenheimer & Co's EMO Position: Q1 2026 in Review

Oppenheimer & Co increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 11% in Q1 2026, buying an estimated $42.9K and bringing the position to 8,765 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #1218.

Oppenheimer & Co first reported a position in EMO in Q1 2015 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • Oppenheimer & Co held 8,765 shares of ClearBridge Energy Midstream Opportunity Fund worth $463K as of Q1 2026.
  • Oppenheimer & Co bought 864 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $42.9K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1218 holding.
  • Oppenheimer & Co first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2015 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.