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ClearBridge Energy MLP Fund shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of ClearBridge Energy MLP Fund (EMO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in ClearBridge Energy MLP Fund

Tip: Access up to 7 years of quarterly data

All positions including ClearBridge Energy MLP Fund held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ClearBridge Energy MLP Fund by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $15M 307k 49.62
2024-12-31 $14M 308k 46.54
2024-09-30 $13M 309k 42.20

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View all positions for EP Wealth Advisors

Top funds holding ClearBridge Energy MLP Fund

Morgan Stanley
Raymond James Financial
Advisors Asset Management
EP Wealth Advisors
Bank of America Corporation
Royal Bank of Canada
Wells Fargo & Company
Saba Capital Management
Steward Partners Investment Advisory
Stifel Financial
UBS Group
Thomas J. Herzfeld Advisors
Ameriprise Financial
Invesco
IFP Advisors

View all funds holding ClearBridge Energy MLP Fund

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