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

050100150 Q1 2024: 67Q1 2024Q2 2024: 56Q2 2024Q3 2024: 107Q3 2024Q4 2024: 111Q4 2024Q1 2025: 109Q1 2025Q2 2025: 105Q2 2025Q3 2025: 112Q3 2025Q4 2025: 119Q4 2025Q1 2026: 119Q1 2026Q2 2026: 117Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions11$13.6M
Exits13$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
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 360 $18K
Cullen/Frost Bankers, Inc. 0.00% No change 355 $18K
Salem Investment Counselors Inc. 0.00% Add +207.3% 338 $17K
McGuire Capital Advisors Inc. 0.01% No change 278 $14K
SOA Wealth Advisors, LLC. 0.00% Add +2.1% 240 $12K
Piscataqua Savings Bank 0.01% No change 238 $12K
Avion Wealth 0.00% No change 222 $11K
West Branch Capital LLC 0.00% Add +1.9% 212 $11K
Global Retirement Partners, LLC 0.00% — 167 $8K
Evermay Wealth Management LLC 0.00% New 155 $8K
Plante Moran Financial Advisors, LLC 0.00% No change 150 $8K
Brown Brothers Harriman & Co. 0.00% No change 102 $5K
Colonial Trust Co / SC 0.00% No change 76 $4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 67 $3K
Geneos Wealth Management Inc. 0.00% No change 64 $3K
SHP Wealth Management 0.00% Add +3.2% 64 $3K
Markowski Investments 0.00% — 40 $2K

"% of holder's portfolio" is EMO's weight in each manager's 13F, not the share of Clearbridge Energy Midstream the manager owns.