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ClearBridge Energy MLP Fund shares owned by Icon Wealth Advisors

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

Historical chart of Icon 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 Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $636k 14k 44.92
2025-06-30 $678k 14k 47.97
2025-03-31 $678k 14k 49.62
2024-12-31 $535k 12k 46.54
2024-09-30 $485k 12k 42.20

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Top funds holding ClearBridge Energy MLP Fund

Morgan Stanley
EP Wealth Advisors
Advisors Asset Management
Wells Fargo & Company
Royal Bank of Canada
Nomura Holdings
Penserra Capital Management
Yakira Capital Management
Stifel Financial
Steward Partners Investment Advisory
UBS Group
Ameriprise Financial
Boothbay Fund Management
Advisor Group Holdings
Edgemoor Investment Advisors

View all funds holding ClearBridge Energy MLP Fund