Evergreen Capital Management
AM icon

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
Q3 		$5.44M Sell
269,642
-3,160
-1% -$69.6K 0.1% 189
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

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Shah Capital Management
Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Evergreen Capital Management's AM Position: Q3 2026 in Review

Evergreen Capital Management reduced its Antero Midstream (AM) stake by 1.2% in Q3 2026, selling an estimated $69.6K and leaving 269,642 shares worth $5.44M. The position accounts for 0.1% of the portfolio, ranked #189.

Evergreen Capital Management first reported a position in AM in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.76M in Q4 2019. 82 funds tracked by Wall St. Rank hold AM as of Q3 2026.

  • Evergreen Capital Management held 269,642 shares of Antero Midstream worth $5.44M as of Q3 2026.
  • Evergreen Capital Management sold 3,160 Antero Midstream shares in Q3 2026, an estimated $69.6K.
  • Antero Midstream made up 0.1% of Evergreen Capital Management's portfolio in Q3 2026, its #189 holding.
  • Evergreen Capital Management first reported a position in Antero Midstream in Q2 2019 and has held it in 29 quarters since.
  • Evergreen Capital Management's Antero Midstream position peaked at $7.76M in Q4 2019.
  • 82 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.