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Wellington Shields Capital Management’s Antero Midstream AM Stock Holding History

Wellington Shields 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
2025
Q4 		– Sell
-12,600
Closed -$245K – 317
2025
Q3 		$245K Hold
12,600
– – 0.04% 226
2025
Q2 		$239K Sell
12,600
-8,000
-39% -$143K 0.04% 220
2025
Q1 		$371K Buy
+20,600
New +$341K 0.07% 167

Other funds holding AM

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Vanguard Group
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Shields Capital Management's AM Position: Q4 2025 in Review

Wellington Shields Capital Management sold out of Antero Midstream (AM) in Q4 2025, closing a stake of 12,600 shares — an estimated $245K sold.

Wellington Shields Capital Management first reported a position in AM in Q1 2025 and held it in 3 quarters. The position peaked at $371K in Q1 2025. 490 funds tracked by Wall St. Rank hold AM as of Q4 2025.

  • Wellington Shields Capital Management reported no remaining Antero Midstream position as of Q4 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 12,600 Antero Midstream shares in Q4 2025, an estimated $245K.
  • Wellington Shields Capital Management first reported a position in Antero Midstream in Q1 2025 and held it in 3 quarters.
  • Wellington Shields Capital Management's Antero Midstream position peaked at $371K in Q1 2025.
  • 490 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2025.

Based on Wellington Shields Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.