Shelton Capital Management’s Antero Midstream AM Stock Holding History

Shelton 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 Q1	$250K	Sell	10,945 -1,043	-9%	-$21.5K	0.01%	583
2025 Q4	$213K	Hold	11,988	–	–	﹤0.01%	642
2025 Q3	$233K	Hold	11,988	–	–	0.01%	611
2025 Q2	$227K	Hold	11,988	–	–	0.01%	617
2025 Q1	$216K	Sell	11,988 -727	-6%	-$12K	0.01%	630
2024 Q4	$192K	Sell	12,715 -1,162	-8%	-$17.7K	﹤0.01%	703
2024 Q3	$209K	Hold	13,877	–	–	0.01%	697
2024 Q2	$205K	Sell	13,877 -1,035	-7%	-$14.9K	0.01%	684
2024 Q1	$210K	Hold	14,912	–	–	0.01%	700
2023 Q4	$187K	Sell	14,912 -1,600	-10%	-$20.2K	0.01%	706
2023 Q3	$198K	Hold	16,512	–	–	0.01%	664
2023 Q2	$192K	Sell	16,512 -794	-5%	-$8.44K	0.01%	700
2023 Q1	$182K	Hold	17,306	–	–	0.01%	701
2022 Q4	$187K	Hold	17,306	–	–	0.02%	653
2022 Q3	$159K	Hold	17,306	–	–	0.01%	658
2022 Q2	$157K	Sell	17,306 -70	-0.4%	-$728	0.01%	693
2022 Q1	$189K	Hold	17,376	–	–	0.01%	792
2021 Q4	$168K	Hold	17,376	–	–	0.01%	816
2021 Q3	$181K	Sell	17,376 -800	-4%	-$7.84K	0.01%	784
2021 Q2	$189K	Hold	18,176	–	–	0.01%	807
2021 Q1	$164K	Hold	18,176	–	–	0.01%	792
2020 Q4	$140K	Buy	18,176 +870	+5%	+$5.9K	0.01%	708
2020 Q3	$93K	Hold	17,306	–	–	﹤0.01%	740
2020 Q2	$88K	Sell	17,306 -1,477	-8%	-$6.54K	﹤0.01%	645
2020 Q1	$39K	Hold	18,783	–	–	﹤0.01%	628
2019 Q4	$143K	Buy	+18,783	New	+$119K	0.01%	791

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Shelton Capital Management's AM Position: Q1 2026 in Review

Shelton Capital Management reduced its Antero Midstream (AM) stake by 8.7% in Q1 2026, selling an estimated $21.5K and leaving 10,945 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #583.

Shelton Capital Management first reported a position in AM in Q4 2019 and has held it in 26 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

Shelton Capital Management held 10,945 shares of Antero Midstream worth $250K as of Q1 2026.
Shelton Capital Management sold 1,043 Antero Midstream shares in Q1 2026, an estimated $21.5K.
Antero Midstream made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #583 holding.
Shelton Capital Management first reported a position in Antero Midstream in Q4 2019 and has held it in 26 quarters since.
510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.