Z3 Capital Partners’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

Z3 Capital Partners’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	$31.6M	Sell	629,814 -2,483	-0.4%	-$125K	6.62%	1
2026 Q1	$33.4M	Buy	632,297 +7,799	+1%	+$388K	8.46%	1
2025 Q4	$27.9M	Buy	+624,498	New	+$27.3M	6.7%	1

Other funds holding EMO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Z3 Capital Partners's EMO Position: Q2 2026 in Review

Z3 Capital Partners reduced its ClearBridge Energy Midstream Opportunity Fund (EMO) stake by 0.39% in Q2 2026, selling an estimated $125K and leaving 629,814 shares worth $31.6M. The position accounts for 6.62% of the portfolio, ranked #1.

Z3 Capital Partners first reported a position in EMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.4M in Q1 2026. 111 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Z3 Capital Partners held 629,814 shares of ClearBridge Energy Midstream Opportunity Fund worth $31.6M as of Q2 2026.
Z3 Capital Partners sold 2,483 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $125K.
ClearBridge Energy Midstream Opportunity Fund made up 6.62% of Z3 Capital Partners's portfolio in Q2 2026, its #1 holding.
Z3 Capital Partners first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2025 and has held it in 3 quarters since.
Z3 Capital Partners's ClearBridge Energy Midstream Opportunity Fund position peaked at $33.4M in Q1 2026.
111 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.