ECM
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Evergreen Capital Management’s Antero Midstream AM Stock Holding History

Evergreen Capital Management’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.21M Sell
272,802
-4,166
-2% -$90.5K 0.11% 175
2026
Q1 		$6.31M Sell
276,968
-10,377
-4% -$214K 0.14% 162
2025
Q4 		$5.11M Sell
287,345
-15,740
-5% -$284K 0.11% 182
2025
Q3 		$5.89M Buy
303,085
+1,675
+0.6% +$30.3K 0.14% 162
2025
Q2 		$5.71M Sell
301,410
-39,578
-12% -$707K 0.17% 148
2025
Q1 		$6.14M Sell
340,988
-23,919
-7% -$396K 0.21% 140
2024
Q4 		$5.51M Sell
364,907
-21,720
-6% -$331K 0.18% 141
2024
Q3 		$5.82M Sell
386,627
-1,998
-0.5% -$29.1K 0.2% 136
2024
Q2 		$5.73M Sell
388,625
-14,140
-4% -$203K 0.21% 133
2024
Q1 		$5.66M Sell
402,765
-501
-0.1% -$6.41K 0.21% 125
2023
Q4 		$5.05M Sell
403,266
-102,080
-20% -$1.29M 0.21% 138
2023
Q3 		$6.05M Sell
505,346
-6,640
-1% -$78.6K 0.27% 117
2023
Q2 		$5.94M Buy
511,986
+8,127
+2% +$86.4K 0.25% 119
2023
Q1 		$5.29M Buy
503,859
+235
+0% +$2.5K 0.24% 120
2022
Q4 		$5.43M Sell
503,624
-99,056
-16% -$1.05M 0.26% 113
2022
Q3 		$5.53M Buy
602,680
+20,455
+4% +$201K 0.29% 101
2022
Q2 		$5.27M Buy
582,225
+19,726
+4% +$205K 0.27% 106
2022
Q1 		$6.11M Sell
562,499
-142,685
-20% -$1.45M 0.25% 116
2021
Q4 		$6.83M Buy
705,184
+85,960
+14% +$891K 0.27% 101
2021
Q3 		$6.45M Buy
619,224
+7,045
+1% +$69.1K 0.29% 88
2021
Q2 		$6.36M Sell
612,179
-7,605
-1% -$72.6K 0.3% 86
2021
Q1 		$5.6M Sell
619,784
-87,548
-12% -$754K 0.29% 96
2020
Q4 		$5.45M Buy
707,332
+86,857
+14% +$589K 0.32% 84
2020
Q3 		$3.33M Buy
620,475
+3,288
+0.5% +$20K 0.23% 102
2020
Q2 		$3.15M Buy
+617,187
New +$2.73M 0.24% 100
2020
Q1 		– Sell
-1,022,210
Closed -$7.76M – 384
2019
Q4 		$7.76M Sell
1,022,210
-3,625
-0.4% -$22.9K 0.65% 38
2019
Q3 		$7.59M Buy
1,025,835
+503,992
+97% +$4.35M 0.71% 33
2019
Q2 		$5.98M Buy
+521,843
New +$6.68M 0.57% 48

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evergreen Capital Management's AM Position: Q2 2026 in Review

Evergreen Capital Management reduced its Antero Midstream (AM) stake by 1.5% in Q2 2026, selling an estimated $90.5K and leaving 272,802 shares worth $6.21M. The position accounts for 0.11% of the portfolio, ranked #175.

Evergreen Capital Management first reported a position in AM in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.76M in Q4 2019. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Evergreen Capital Management held 272,802 shares of Antero Midstream worth $6.21M as of Q2 2026.
  • Evergreen Capital Management sold 4,166 Antero Midstream shares in Q2 2026, an estimated $90.5K.
  • Antero Midstream made up 0.11% of Evergreen Capital Management's portfolio in Q2 2026, its #175 holding.
  • Evergreen Capital Management first reported a position in Antero Midstream in Q2 2019 and has held it in 28 quarters since.
  • Evergreen Capital Management's Antero Midstream position peaked at $7.76M in Q4 2019.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.