EMO — CLEARBRIDGE ENERGY MIDSTREAM
As of Q2 2026, 9 SEC-registered investment managers reported holding EMO (CLEARBRIDGE ENERGY MIDSTREAM) in their latest 13F filings, with a combined reported value of $94.56M across 1.89M shares. That is -0.3% by share count (-5.22K shares) versus the previous quarter, while reported value moved -5.4%. Ownership is concentrated: the five largest holders account for 98.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EMO is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 1.33M | $66.45M | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 239.79K | $12.01M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 195.04K | $9.77M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 83.12K | $4.16M | 0.00% | Reduce |
| Franklin Resources history | Q4 2024 | 18.48K | $859.87K | 0.00% | Reduce |
| Millennium Management history | Q4 2024 | 15.72K | $731.52K | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 14.29K | $716.03K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 13.16K | $654.68K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 8.25K | $413.52K | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 4.91K | $245.94K | 0.00% | Reduce |
| BNY Mellon history | Q1 2024 | 5.00K | $203.12K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 2.70K | $135.27K | 0.00% | Add |
| BlackRock Inc history | Q2 2025 | 16 | $756 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q4 2024 | 1 | $47 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 13.16K sh · $654.68K
- Citadel Advisors 8.25K sh · $413.52K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 496.48K | 597.97K | 626.34K | 621.68K | 603.14K | 622.73K | 637.16K | 690.71K | 688.18K | 647.20K | 618.69K | 427.09K | 1.06M | 1.18M | 1.23M | 1.26M | 1.23M | 1.31M | 1.33M | 1.33M |
| Wells Fargo & Co | 50.04K | 45.93K | 36.28K | 35.50K | 31.09K | 30.11K | 26.83K | 8.88K | 8.90K | 7.81K | 9.74K | 9.94K | 187.02K | 188.81K | 192.99K | 270.98K | 257.01K | 220.21K | 225.71K | 239.79K |
| Bank of America Corp | 80.50K | 79.94K | 105.18K | 101.71K | 93.51K | 67.58K | 62.52K | 58.77K | 60.20K | 55.07K | 57.78K | 54.10K | 272.20K | 258.14K | 242.01K | 232.98K | 228.40K | 214.87K | 213.27K | 195.04K |
| UBS Group AG | 12.30K | 10.18K | 7.19K | 6.11K | 8.78K | 7.04K | 5.78K | 9.49K | 5.33K | 7.76K | 5.66K | 4.30K | 113.84K | 100.80K | 96.25K | 100.30K | 92.92K | 96.23K | 88.76K | 83.12K |
| Invesco Ltd | 39.69K | 33.96K | 35.59K | 45.48K | 43.24K | 53.77K | 61.69K | 51.85K | 36.60K | 21.89K | 12.13K | 16.98K | 58.36K | 56.85K | 53.29K | 58.07K | 49.15K | 35.96K | 24.65K | 14.29K |
| JPMorgan Chase & Co | — | 8.67K | 8.67K | 8.67K | 8.67K | 8.67K | 8.67K | 8.67K | 8.67K | 14.13K | 9.00K | 2.07K | 12.71K | 12.53K | 10.94K | 11.93K | 12.02K | 13.08K | — | 13.16K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | 6.40K | — | — | — | — | — | — | — | — | — | 8.25K |
| Goldman Sachs Group | — | — | — | — | — | — | 41.78K | 40.91K | 53.62K | 63.14K | 7.41K | — | 9.93K | 4.62K | 4.62K | 4.62K | 4.64K | 4.64K | 6.96K | 4.91K |
| PNC Financial Services | — | — | — | — | — | — | — | 1.11K | — | — | 224 | — | — | — | 2.80K | 2.80K | 2.80K | 2.80K | 2.50K | 2.70K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 15 | 15 | 16 | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | — | 1 | — | — | — | — | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | 5.00K | — | — | — | — | — | — | — | — | — |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | 73.52K | 18.48K | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | — | 42.58K | 24.89K | 11.68K | — | — | — | — | 29.55K | 15.72K | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details