Wealth Enhancement Advisory Services
AM icon

Wealth Enhancement Advisory Services’s Antero Midstream AM Stock Holding History

Wealth Enhancement 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
2026
Q3 		$1.08M Sell
51,095
-4,057
-7% -$89.4K ﹤0.01% 2121
2026
Q2 		$1.23M Buy
55,152
+17,070
+45% +$371K ﹤0.01% 1925
2026
Q1 		$866K Sell
38,082
-7,029
-16% -$145K ﹤0.01% 1907
2025
Q4 		$774K Sell
45,111
-11,787
-21% -$212K ﹤0.01% 2133
2025
Q3 		$1.09M Buy
56,898
+5,135
+10% +$92.8K ﹤0.01% 1799
2025
Q2 		$937K Buy
51,763
+4,407
+9% +$78.7K ﹤0.01% 1792
2025
Q1 		$852K Buy
47,356
+23,922
+102% +$396K ﹤0.01% 1691
2024
Q4 		$354K Buy
23,434
+1,660
+8% +$25.3K ﹤0.01% 2243
2024
Q3 		$328K Buy
21,774
+1,249
+6% +$18.2K ﹤0.01% 2113
2024
Q2 		$303K Sell
20,525
-166
-0.8% -$2.38K ﹤0.01% 1972
2024
Q1 		$291K Buy
20,691
+748
+4% +$9.6K ﹤0.01% 1939
2023
Q4 		$250K Buy
19,943
+91
+0.5% +$1.15K ﹤0.01% 1951
2023
Q3 		$238K Buy
+19,852
New +$235K ﹤0.01% 1884

Other funds holding AM

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 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
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's AM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Antero Midstream (AM) stake by 7.4% in Q3 2026, selling an estimated $89.4K and leaving 51,095 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Wealth Enhancement Advisory Services first reported a position in AM in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.23M in Q2 2026. 110 funds tracked by Wall St. Rank hold AM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 51,095 shares of Antero Midstream worth $1.08M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 4,057 Antero Midstream shares in Q3 2026, an estimated $89.4K.
  • Antero Midstream made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2121 holding.
  • Wealth Enhancement Advisory Services first reported a position in Antero Midstream in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Antero Midstream position peaked at $1.23M in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.