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N.E.W. Advisory Services’s Antero Midstream AM Stock Holding History

N.E.W. Advisory Services’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
2025
Q3 		– Sell
-66
Closed -$1.25K – 842
2025
Q2 		$1.25K Hold
66
– – ﹤0.01% 778
2025
Q1 		$1.19K Buy
+66
New +$1.09K ﹤0.01% 845

Other funds holding AM

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

N.E.W. Advisory Services's AM Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of Antero Midstream (AM) in Q3 2025, closing a stake of 66 shares — an estimated $1.25K sold.

N.E.W. Advisory Services first reported a position in AM in Q1 2025 and held it in 2 quarters. The position peaked at $1.25K in Q2 2025. 464 funds tracked by Wall St. Rank hold AM as of Q3 2025.

  • N.E.W. Advisory Services reported no remaining Antero Midstream position as of Q3 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 66 Antero Midstream shares in Q3 2025, an estimated $1.25K.
  • N.E.W. Advisory Services first reported a position in Antero Midstream in Q1 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's Antero Midstream position peaked at $1.25K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.