QC
EMO

Quantedge Capital’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Quantedge Capital’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 		$1.21M Buy
+24,200
New +$1.22M 0.92% 24
2025
Q2 		– Sell
-5,620
Closed -$279K – 85
2025
Q1 		$279K Sell
5,620
-6,300
-53% -$309K 0.09% 92
2024
Q4 		$555K Sell
11,920
-31,900
-73% -$1.46M 0.2% 95
2024
Q3 		$1.85M Buy
+43,820
New +$1.78M 0.55% 51
2023
Q4 		– Sell
-10,219
Closed -$324K – 120
2023
Q3 		$324K Sell
10,219
-18,567
-65% -$583K 0.18% 93
2023
Q2 		$860K Sell
28,786
-7,458
-21% -$211K 0.38% 66
2023
Q1 		$1.02M Sell
36,244
-21,800
-38% -$639K 0.4% 67
2022
Q4 		$1.66M Sell
58,044
-68,099
-54% -$1.96M 0.56% 57
2022
Q3 		$3.15M Sell
126,143
-5,129
-4% -$140K 0.97% 32
2022
Q2 		$3.1M Sell
131,272
-6,200
-5% -$173K 0.62% 52
2022
Q1 		$3.88M Sell
137,472
-27,776
-17% -$706K 1.14% 25
2021
Q4 		$3.61M Buy
165,248
+8,232
+5% +$189K 1.53% 12
2021
Q3 		$3.43M Buy
157,016
+17,397
+12% +$372K 1.66% 10
2021
Q2 		$3.22M Sell
139,619
-38,627
-22% -$834K 1.54% 10
2021
Q1 		$3.33M Sell
178,246
-74,162
-29% -$1.26M 2.63% 11
2020
Q4 		$3.39M Buy
+252,408
New +$2.99M 2% 11

Other funds holding EMO

Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
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
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Quantedge Capital's EMO Position: Q2 2026 in Review

Quantedge Capital opened a new position in ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026: 24,200 shares worth $1.21M. The stake represents 0.92% of the portfolio and ranks #24 among its holdings. This is a return to the name: Quantedge Capital previously reported a position in EMO as recently as Q1 2025.

Quantedge Capital first reported a position in EMO in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.88M in Q1 2022. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

  • Quantedge Capital held 24,200 shares of ClearBridge Energy Midstream Opportunity Fund worth $1.21M as of Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund was a new Quantedge Capital position in Q2 2026.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.92% of Quantedge Capital's portfolio in Q2 2026, its #24 holding.
  • Quantedge Capital first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2020 and has held it in 16 quarters since.
  • Quantedge Capital's ClearBridge Energy Midstream Opportunity Fund position peaked at $3.88M in Q1 2022.
  • 117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Quantedge Capital's 13F filing for Q2 2026, filed 6 Aug 2026.