Plante Moran Financial Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Plante Moran Financial 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	$7.51K	Hold	150	–	–	﹤0.01%	591
2026 Q1	$7.92K	Hold	150	–	–	﹤0.01%	533
2025 Q4	$6.7K	Hold	150	–	–	﹤0.01%	616
2025 Q3	$6.74K	Hold	150	–	–	﹤0.01%	588
2025 Q2	$7.2K	Hold	150	–	–	﹤0.01%	606
2025 Q1	$7.44K	Hold	150	–	–	﹤0.01%	612
2024 Q4	$6.98K	Hold	150	–	–	﹤0.01%	640
2024 Q3	$6.33K	Hold	150	–	–	﹤0.01%	656
2024 Q2	$6.18K	Sell	150 -400	-73%	-$16.6K	﹤0.01%	632
2024 Q1	$22.3K	Hold	550	–	–	﹤0.01%	488
2023 Q4	$19.2K	Hold	550	–	–	﹤0.01%	459
2023 Q3	$17.4K	Sell	550 -100	-15%	-$3.14K	﹤0.01%	452
2023 Q2	$19.4K	Hold	650	–	–	﹤0.01%	451
2023 Q1	$18.4K	Hold	650	–	–	﹤0.01%	463
2022 Q4	$18.6K	Hold	650	–	–	﹤0.01%	478
2022 Q3	$16K	Hold	650	–	–	﹤0.01%	500
2022 Q2	$15K	Hold	650	–	–	﹤0.01%	521
2022 Q1	$18K	Buy	+650	New	+$16.5K	﹤0.01%	509

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

Plante Moran Financial Advisors's EMO Position: Q2 2026 in Review

Plante Moran Financial Advisors held its ClearBridge Energy Midstream Opportunity Fund (EMO) position steady in Q2 2026 at 150 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Plante Moran Financial Advisors first reported a position in EMO in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.3K in Q1 2024. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Plante Moran Financial Advisors held 150 shares of ClearBridge Energy Midstream Opportunity Fund worth $7.51K as of Q2 2026.
Plante Moran Financial Advisors left its ClearBridge Energy Midstream Opportunity Fund share count unchanged in Q2 2026.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #591 holding.
Plante Moran Financial Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q1 2022 and has held it in 18 quarters since.
Plante Moran Financial Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $22.3K in Q1 2024.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.