SPIA
EMO

Steward Partners Investment Advisory’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Steward Partners Investment Advisory’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 		$5.86M Buy
111,030
+2,792
+3% +$139K 0.03% 457
2025
Q4 		$4.83M Sell
108,238
-1,021
-0.9% -$44.6K 0.03% 481
2025
Q3 		$4.91M Sell
109,259
-4,265
-4% -$201K 0.03% 474
2025
Q2 		$5.45M Buy
113,524
+6,067
+6% +$278K 0.04% 405
2025
Q1 		$5.33M Buy
107,457
+1,256
+1% +$61.5K 0.05% 379
2024
Q4 		$4.94M Buy
106,201
+2,923
+3% +$134K 0.04% 375
2024
Q3 		$4.36M Buy
103,278
+81,019
+364% +$3.28M 0.04% 396
2024
Q2 		$918K Sell
22,259
-778
-3% -$32.2K 0.01% 839
2024
Q1 		$936K Buy
23,037
+23
+0.1% +$844 0.01% 819
2023
Q4 		$804K Sell
23,014
-7,249
-24% -$236K 0.01% 807
2023
Q3 		$959K Buy
30,263
+307
+1% +$9.65K 0.01% 690
2023
Q2 		$894K Sell
29,956
-2,875
-9% -$81.5K 0.01% 724
2023
Q1 		$927K Buy
32,831
+365
+1% +$10.7K 0.01% 722
2022
Q4 		$929K Buy
32,466
+1,975
+6% +$56.9K 0.02% 691
2022
Q3 		$763K Sell
30,491
-5,152
-14% -$140K 0.01% 720
2022
Q2 		$842K Buy
35,643
+7,470
+27% +$208K 0.02% 687
2022
Q1 		$794K Buy
28,173
+11,939
+74% +$303K 0.01% 760
2021
Q4 		$355K Sell
16,234
-192
-1% -$4.41K 0.01% 1076
2021
Q3 		$359K Buy
16,426
+3,521
+27% +$75.3K 0.01% 1035
2021
Q2 		$298K Sell
12,905
-118
-0.9% -$2.55K 0.01% 1191
2021
Q1 		$243K Buy
13,023
+2,281
+21% +$38.6K ﹤0.01% 1209
2020
Q4 		$144K Sell
10,742
-629
-6% -$7.44K ﹤0.01% 1207
2020
Q3 		$100K Buy
11,371
+41
+0.4% +$452 ﹤0.01% 1221
2020
Q2 		$134K Buy
11,330
+1,260
+13% +$14.6K ﹤0.01% 1019
2020
Q1 		$65K Buy
10,070
+1,055
+12% +$33.1K ﹤0.01% 1175
2019
Q4 		$379K Buy
9,015
+461
+5% +$18.8K 0.01% 698
2019
Q3 		$372K Buy
8,554
+2,021
+31% +$90.4K 0.01% 665
2019
Q2 		$300K Buy
6,533
+35
+0.5% +$1.65K 0.01% 692
2019
Q1 		$312K Buy
6,498
+404
+7% +$19K 0.01% 628
2018
Q4 		$237K Buy
6,094
+5,894
+2,947% +$289K 0.01% 657
2018
Q3 		$11K Buy
200
+102
+104% +$5.88K ﹤0.01% 1828
2018
Q2 		$5K Buy
+98
New +$5.38K ﹤0.01% 1973

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 $395M 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

Steward Partners Investment Advisory's EMO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 2.6% in Q1 2026, buying an estimated $139K and bringing the position to 111,030 shares worth $5.86M. The position accounts for 0.03% of the portfolio, ranked #457.

Steward Partners Investment Advisory first reported a position in EMO in Q2 2018 and has held it in 32 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

  • Steward Partners Investment Advisory held 111,030 shares of ClearBridge Energy Midstream Opportunity Fund worth $5.86M as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,792 ClearBridge Energy Midstream Opportunity Fund shares in Q1 2026, an estimated $139K.
  • ClearBridge Energy Midstream Opportunity Fund made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #457 holding.
  • Steward Partners Investment Advisory first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q2 2018 and has held it in 32 quarters since.
  • 119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.