SCHEDULE: Morgan Stanley Boosts Stake in ClearBridge Energy Fund
Beneficial Ownership Report (Amendment)
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, reported a combined 8.3% beneficial ownership in ClearBridge Energy Midstream Opportunity Fund Inc. as of September 30, 2025.
Summary
- Morgan Stanley and its wholly-owned subsidiary, Morgan Stanley Smith Barney LLC, collectively hold 8.3% beneficial ownership of ClearBridge Energy Midstream Opportunity Fund Inc.'s Common Stock.
- Morgan Stanley beneficially owns an aggregate of 1,535,805 shares, with shared voting power over 832 shares and shared dispositive power over 1,535,721 shares.
- Morgan Stanley Smith Barney LLC beneficially owns an aggregate of 1,534,891 shares, with shared voting power over 3 shares and shared dispositive power over 1,534,891 shares.
- The filing is an Amendment No. 2 to a Schedule 13G, indicating a previous beneficial ownership report for the issuer.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 6
Explanation: The filing indicates a significant and stable institutional ownership, which is generally a positive signal, but it does not contain operational or financial performance data to assess further.
Positives
- A significant beneficial ownership stake (8.3%) by a major financial institution like Morgan Stanley can signal confidence in ClearBridge Energy Midstream Opportunity Fund Inc.
Future Outlook
NA
Industry Context
This filing reflects continued institutional interest in the energy midstream sector, with major financial players like Morgan Stanley maintaining significant positions in specialized funds such as ClearBridge Energy Midstream Opportunity Fund Inc. Such investments often indicate a long-term view on the stability and income-generating potential of energy infrastructure assets.
Related Party Transactions
- Morgan Stanley Smith Barney LLC is a wholly-owned subsidiary of Morgan Stanley, and the securities reported by Morgan Stanley as a parent holding company are owned by this subsidiary.
Stakeholder Impact
- Shareholders may view Morgan Stanley's significant stake as a vote of confidence in the fund's strategy and underlying assets.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which requires filing of this statement (reporting period end date for ownership) |
| 11/07/2025 | Signature date for Morgan Stanley and Morgan Stanley Smith Barney LLC |
Keywords
Morgan Stanley, ClearBridge Energy Midstream Opportunity Fund, Schedule 13G, Beneficial Ownership, Institutional Investment, Common Stock, Energy Midstream
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