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ClearBridge Energy MLP Fund shares owned by SOA Wealth Advisors

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

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

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All positions including ClearBridge Energy MLP Fund held by SOA 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 223 44.85
2025-06-30 $10k 218 47.90
2025-03-31 $11k 213 49.57
2024-12-31 $9.8k 210 46.53
2024-09-30 $8.6k 204 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