Edgemoor Investment Advisors, Inc.
Position in EMO — ClearBridge Energy Midstream Opportunity Fund Inc.
CIK 1313792
BETHESDA, MD
Position in EMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,106,121
+$806,219 QoQ
Shares Held
77,738
+5.2% QoQ
Ownership
0.388%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Edgemoor Investment Advisors, Inc. holds $72,007,290 across 13 Asset Management names. EMO ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
156,613 | $18,008,928 | |
| 2 | BLK |
BlackRock, Inc.
|
18,520 | $17,810,869 | |
| 3 | ARCC |
Ares Capital Corp
|
715,985 | $12,902,049 | |
| 4 | FCT |
First Trust Senior Floating Rate Income Fund II
|
487,589 | $4,700,357 | |
| 5 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
This page
|
77,738 | $4,106,121 | |
| 6 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
328,384 | $3,618,791 | |
| 7 | NZF |
Nuveen Municipal Credit Income Fund
|
284,883 | $3,469,874 | |
| 8 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
194,896 | $2,783,114 |
All Filings in EMO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,106,121 | 77,738 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,299,902 | 73,906 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,425,994 | 54,007 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,511,469 | 52,355 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,279,145 | 45,932 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,017,369 | 43,347 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,927,949 | 45,686 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,860,712 | 45,141 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||