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ClearBridge Energy MLP Fund shares owned by Sontag Advisory

Quarter-by-quarter ownership of ClearBridge Energy MLP Fund (EMO) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in ClearBridge Energy MLP Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in ClearBridge Energy MLP Fund by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 890 44.92

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iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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