Clearbridge Energy MidstreamEMO
13F holders, Q2 2026 (June 30)117holders −2
11new positions
13sold out
1famous investor
$50.11avg. 13F price*
At the end of Q2 2026, 117 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings, down 2 from Q1 2026. 11 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($66.4M), Z3 Capital Partners, LLC ($31.6M) and EP Wealth Advisors, LLC ($14.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Clearbridge Energy Midstream
- CUSIP
- 18469P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.6M |
| Exits | 13 | $3.1M |
All 13F filers, Q1 2026 → Q2 2026: 376,179 shares bought and 613,101 shares sold, net −236,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Morgan Stanley | 0.00% | Reduce -0.3% | 1,326,322 | $66.4M |
| Z3 Capital Partners, LLC | 6.62% | Reduce -0.4% | 629,814 | $31.6M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -2.1% | 297,457 | $14.9M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 276,250 | $13.8M |
| Wells Fargo & Company | 0.00% | Add +6.2% | 239,795 | $12.0M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -10.6% | 218,811 | $11.0M |
| Bank of America Corp. | 0.00% | Reduce -8.6% | 195,043 | $9.8M |
| Penserra Capital Management LLC | 0.07% | Add +4.0% | 184,913 | $9.3M |
| Saba Capital Management, L.P. | 0.19% | New | 126,112 | $6.3M |
| Stifel Financial Corp. | 0.01% | Reduce -2.7% | 122,953 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.1% | 111,114 | $5.6M |
| Sit Investment Associates Inc. | 0.08% | Reduce -83.7% | 87,278 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +33.1% | 85,585 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +3.8% | 84,862 | $4.2M |
| UBS Group AG | 0.00% | Reduce -6.3% | 83,120 | $4.2M |
| Edgemoor Investment Advisors, Inc. | 0.27% | Reduce -0.5% | 77,329 | $3.9M |
| Thomas J. Herzfeld Advisors, Inc. | 1.12% | Add +23.9% | 73,130 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +21.0% | 68,327 | $3.4M |
| Oxbow Advisors, LLC | 0.24% | No change | 58,484 | $2.9M |
| Blue Bell Private Wealth Management, LLC | 0.30% | Add +1.9% | 48,724 | $2.4M |
| Terril Brothers, Inc. | 0.58% | Reduce -2.5% | 44,879 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -6.3% | 43,025 | $2.2M |
| Wright Wealth LLC | 1.20% | Reduce -0.0% | 39,834 | $2.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.1% | 39,564 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 39,509 | $2.0M |
| Wolverine Asset Management LLC | 0.09% | New | 33,439 | $1.7M |
| Waterloo Capital, L.P. | 0.08% | New | 29,152 | $1.5M |
| Sculptor Capital LP | 0.02% | New | 27,500 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -0.4% | 26,728 | $1.3M |
| Quantedge Capital Pte Ltd | 0.92% | New | 24,200 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 22,961 | $1.2M |
| Closed-End Fund Advisors, Inc. | 1.12% | Add +0.1% | 22,885 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -3.5% | 21,041 | $1.1M |
| Hollencrest Capital Management | 0.06% | No change | 19,285 | $966K |
| Capstone Investment Advisors, LLC | 0.01% | No change | 19,073 | $956K |
| Nomura Holdings Inc. | 0.00% | No change | 19,012 | $953K |
| M&T Bank Corp | 0.00% | No change | 18,913 | $948K |
| Stephens Inc. | 0.01% | Add +0.1% | 18,006 | $902K |
| Calamos Advisors LLC | 0.00% | Add +7.1% | 17,460 | $875K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 14,989 | $751K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +58.8% | 14,733 | $738K |
| HighTower Advisors, LLC | 0.00% | Add +39.2% | 14,714 | $737K |
| Future Financial Wealth Managment LLC | 0.45% | Reduce -11.1% | 13,710 | $726K |
| Invesco Ltd. | 0.00% | Reduce -42.0% | 14,292 | $716K |
| Oppenheimer & Co. Inc. | 0.01% | Add +62.8% | 14,272 | $715K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.2% | 14,242 | $714K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 13,162 | $655K |
| XTX Topco Ltd | 0.01% | New | 13,052 | $654K |
| Cary Street Partners Financial LLC | 0.01% | No change | 12,490 | $626K |
| Indivisible Partners | 0.03% | Add +0.8% | 12,261 | $614K |
| D.A. Davidson & Co. | 0.00% | Add +1.1% | 10,873 | $545K |
| Ritholtz Wealth Management | 0.01% | No change | 10,069 | $504K |
| Hickory Point Bank & Trust | 0.30% | Reduce -14.4% | 9,990 | $500K |
| XML Financial, LLC | 0.04% | Add +6.7% | 9,807 | $491K |
| PFG Investments, LLC | 0.02% | Add +25.8% | 9,765 | $489K |
| Argentarii, LLC | 0.14% | No change | 9,066 | $473K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.4% | 9,429 | $472K |
| Centaurus Financial, Inc. | 0.02% | No change | 9,412 | $472K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,222 | $462K |
| Integrated Wealth Concepts LLC | 0.00% | Add +19.3% | 9,144 | $458K |
| MAI Capital Management | 0.00% | Reduce -5.0% | 9,098 | $456K |
| Choreo, LLC | 0.00% | Add +60.6% | 8,932 | $447K |
| Fifth Third Bancorp | 0.00% | Reduce -0.1% | 8,784 | $440K |
| Citadel Advisors | 0.00% | New | 8,254 | $414K |
| Creative Planning | 0.00% | Reduce -22.3% | 7,657 | $384K |
| Concorde Asset Management, LLC | 0.21% | Reduce -0.6% | 7,255 | $363K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,624 | $351K |
| &partners | 0.00% | Add +6.4% | 6,693 | $335K |
| Cetera Investment Advisers | 0.00% | Reduce -66.9% | 6,560 | $329K |
| LexAurum Advisors, LLC | 0.04% | No change | 6,357 | $318K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.3% | 5,579 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.8% | 5,459 | $274K |
| Benjamin Edwards Inc. | 0.00% | Add +2.5% | 5,390 | $270K |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 5,282 | $265K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.4% | 4,909 | $246K |
| NWF Advisory Services Inc. | 0.02% | Reduce -5.9% | 4,750 | $238K |
| Private Advisor Group, LLC | 0.00% | Add +11.2% | 4,693 | $235K |
| Peregrine Asset Advisers, Inc. | 0.05% | No change | 4,670 | $234K |
| Merit Financial Group, LLC | 0.00% | Reduce -23.4% | 4,637 | $232K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 4,525 | $227K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +2.0% | 4,419 | $221K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +8.2% | 4,320 | $216K |
| Private Trust Co. NA | 0.02% | No change | 4,306 | $216K |
| Arlington Capital Management, Inc. | 0.13% | New | 4,093 | $205K |
| Register Financial Advisors LLC | 0.06% | No change | 4,022 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 3,933 | $197K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.0% | 2,700 | $135K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,884 | $94K |
| Lanark Financial, Inc. | 0.01% | No change | 1,723 | $86K |
| Activest Wealth Management | 0.01% | Reduce -18.1% | 1,474 | $74K |
| Noble Wealth Management PBC | 0.03% | No change | 1,332 | $67K |
| Institute for Wealth Management, LLC. | 0.00% | New | 1,119 | $56K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 854 | $43K |
| First Community Trust NA | 0.02% | No change | 772 | $39K |
| Thompson Investment Management, Inc. | 0.00% | No change | 668 | $33K |
| Bogart Wealth, LLC | 0.00% | Reduce -23.1% | 665 | $33K |
| Allworth Financial LP | 0.00% | No change | 600 | $30K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -7.5% | 582 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.5% | 403 | $20K |
| CX Institutional | 0.00% | Add +2.2% | 372 | $19K |
"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.