Clearbridge Energy MidstreamEMO
13F holders, Q1 2026 (March 31)119holders
19new positions
16sold out
$52.79avg. 13F price*
At the end of Q1 2026, 119 institutions reported holding Clearbridge Energy Midstream (EMO) in their 13F filings, unchanged from Q4 2025. 19 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($70.3M), Z3 Capital Partners, LLC ($33.4M) and Sit Investment Associates Inc. ($28.2M).
- Company
- Clearbridge Energy Midstream
- CUSIP
- 18469P209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $3.8M |
| Exits | 16 | $9.4M |
All 13F filers, Q4 2025 → Q1 2026: 257,230 shares bought and 543,275 shares sold, net −286,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Morgan Stanley | 0.00% | Add +1.4% | 1,330,974 | $70.3M |
| Z3 Capital Partners, LLC | 8.46% | Add +1.3% | 632,297 | $33.4M |
| Sit Investment Associates Inc. | 0.57% | Reduce -31.3% | 534,295 | $28.2M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -0.6% | 303,753 | $16.0M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 270,443 | $14.3M |
| Advisors Asset Management, Inc. | 0.22% | Reduce -6.3% | 244,836 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 225,706 | $11.9M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 213,267 | $11.3M |
| Penserra Capital Management LLC | 0.11% | Add +24.0% | 177,881 | $9.4M |
| Stifel Financial Corp. | 0.01% | Add +1.0% | 126,375 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.6% | 111,030 | $5.9M |
| UBS Group AG | 0.00% | Reduce -7.8% | 88,758 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 81,720 | $4.3M |
| Edgemoor Investment Advisors, Inc. | 0.32% | Add +5.2% | 77,738 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +10.5% | 64,291 | $3.4M |
| Thomas J. Herzfeld Advisors, Inc. | 1.06% | Add +5709.4% | 59,023 | $3.1M |
| Oxbow Advisors, LLC | 0.27% | No change | 58,484 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +12.1% | 56,455 | $3.0M |
| Blue Bell Private Wealth Management, LLC | 0.36% | Reduce -2.4% | 47,803 | $2.5M |
| Terril Brothers, Inc. | 0.67% | Reduce -9.8% | 46,054 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -5.3% | 45,925 | $2.4M |
| Wright Wealth LLC | 1.41% | Add +27.3% | 39,849 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.1% | 39,515 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.7% | 39,509 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.07% | No change | 26,828 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -31.4% | 24,653 | $1.3M |
| Closed-End Fund Advisors, Inc. | 1.23% | Reduce -1.9% | 22,852 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.8% | 23,053 | $1.2M |
| IFP Advisors, Inc | 0.02% | Reduce -10.3% | 21,793 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +87.0% | 19,792 | $1.0M |
| Hollencrest Capital Management | 0.04% | No change | 19,285 | $1.0M |
| Capstone Investment Advisors, LLC | 0.01% | No change | 19,073 | $1.0M |
| Nomura Holdings Inc. | 0.01% | Reduce -53.0% | 19,012 | $1.0M |
| M&T Bank Corp | 0.00% | No change | 18,913 | $999K |
| Stephens Inc. | 0.01% | Reduce -0.2% | 17,985 | $950K |
| Calamos Advisors LLC | 0.00% | Add +13.5% | 16,296 | $861K |
| Kingswood Wealth Advisors, LLC | 0.04% | No change | 14,989 | $792K |
| Future Financial Wealth Managment LLC | 0.49% | Reduce -2.5% | 15,428 | $758K |
| Icon Wealth Advisors, LLC | 0.05% | Add +0.2% | 14,216 | $721K |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 13,177 | $702K |
| Cary Street Partners Financial LLC | 0.02% | No change | 12,490 | $660K |
| Indivisible Partners | 0.06% | Add +0.7% | 12,170 | $643K |
| Hickory Point Bank & Trust | 0.41% | Add +69.1% | 11,665 | $616K |
| Envestnet Asset Management Inc. | 0.00% | Add +43.7% | 11,355 | $600K |
| D.A. Davidson & Co. | 0.00% | Add +0.0% | 10,758 | $568K |
| HighTower Advisors, LLC | 0.00% | Add +5.2% | 10,571 | $558K |
| Ritholtz Wealth Management | 0.01% | No change | 10,069 | $532K |
| Creative Planning | 0.00% | Add +18.0% | 9,852 | $520K |
| NewEdge Advisors, LLC | 0.00% | Add +2.3% | 9,765 | $516K |
| MAI Capital Management | 0.00% | Reduce -2.3% | 9,578 | $506K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.2% | 9,412 | $497K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.8% | 9,278 | $490K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,222 | $487K |
| XML Financial, LLC | 0.04% | Add +8.6% | 9,191 | $485K |
| Argentarii, LLC | 0.17% | No change | 9,066 | $479K |
| Fifth Third Bancorp | 0.00% | New | 8,792 | $464K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.9% | 8,765 | $463K |
| PFG Investments, LLC | 0.02% | Reduce -22.9% | 7,765 | $410K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,662 | $405K |
| Concorde Asset Management, LLC | 0.19% | Add +14.7% | 7,295 | $385K |
| Goldman Sachs Group Inc. | 0.00% | Add +50.0% | 6,957 | $367K |
| Virtu Financial LLC | 0.01% | New | 6,609 | $349K |
| Jane Street Group, LLC | 0.00% | Reduce -3.3% | 6,401 | $338K |
| LexAurum Advisors, LLC | 0.04% | — | 6,357 | $336K |
| Susquehanna International Group, LLP | 0.00% | New | 6,323 | $334K |
| &partners | 0.00% | Reduce -1.3% | 6,292 | $332K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,624 | $329K |
| Merit Financial Group, LLC | 0.00% | Add +22.0% | 6,050 | $320K |
| Choreo, LLC | 0.00% | Add +14.5% | 5,560 | $294K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.3% | 5,508 | $291K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 5,311 | $281K |
| Benjamin Edwards Inc. | 0.00% | Reduce -26.0% | 5,260 | $278K |
| Captrust Financial Advisors | 0.00% | New | 5,211 | $275K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,163 | $273K |
| NWF Advisory Services Inc. | 0.03% | New | 5,050 | $267K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,923 | $260K |
| Papamarkou Wellner Asset Management inc. | 0.15% | No change | 4,800 | $254K |
| Peregrine Asset Advisers, Inc. | 0.07% | No change | 4,670 | $247K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 4,331 | $229K |
| Private Trust Co. NA | 0.02% | No change | 4,306 | $227K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.5% | 4,294 | $227K |
| Private Advisor Group, LLC | 0.00% | New | 4,221 | $223K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.9% | 4,193 | $221K |
| Eagle Bay Advisors LLC | 0.19% | Reduce -3.5% | 4,084 | $216K |
| Register Financial Advisors LLC | 0.08% | New | 4,022 | $212K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 3,992 | $211K |
| Mgo One Seven LLC | 0.00% | New | 3,943 | $208K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,847 | $203K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.7% | 2,500 | $132K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -10.8% | 1,884 | $100K |
| Activest Wealth Management | 0.02% | Reduce -19.1% | 1,799 | $95K |
| Lanark Financial, Inc. | 0.01% | Add +4.4% | 1,723 | $91K |
| CoreCap Advisors, LLC | 0.00% | New | 1,606 | $85K |
| Noble Wealth Management PBC | 0.04% | No change | 1,332 | $70K |
| Cwm, LLC | 0.00% | Add +5185.0% | 1,057 | $56K |
| Bogart Wealth, LLC | 0.00% | No change | 865 | $46K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 854 | $45K |
| First Community Trust NA | 0.03% | Reduce -50.0% | 772 | $41K |
| Thompson Investment Management, Inc. | 0.00% | No change | 668 | $35K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 629 | $33K |
"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.