ClearBridge Energy MLP Fund shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of ClearBridge Energy MLP Fund (EMO) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in ClearBridge Energy MLP Fund
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Quarterly reported holdings in ClearBridge Energy MLP Fund by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $654k | 15k | 44.92 |
| 2025-06-30 | $698k | 15k | 47.97 |
| 2025-03-31 | $722k | 15k | 49.62 |
| 2024-12-31 | $677k | 15k | 46.54 |
| 2024-06-30 | $305k | 7.4k | 41.22 |
| 2024-03-31 | $301k | 7.4k | 40.61 |
| 2023-12-31 | $258k | 7.4k | 34.92 |
| 2023-09-30 | $235k | 7.4k | 31.70 |
| 2023-06-30 | $242k | 8.1k | 29.86 |