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Wellington Shields Capital Management, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on AEP, newest first. How the timeline and the estimate are built.

Wellington Shields Capital Management, LLC held 2,280 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,280 shares
    Change vs previous 13F -250 shares

    0.03% of the 13F portfolio, value $311,927.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,430 shares
    • Wellington Shields & Co., LLC: 850 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,530 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $331,632.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,680 shares
    • Wellington Shields & Co., LLC: 850 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,530 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $291,735.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,680 shares
    • Wellington Shields & Co., LLC: 850 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,530 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $284,625.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,680 shares
    • Wellington Shields & Co., LLC: 850 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,530 shares
    Change vs previous 13F +150 shares

    0.03% of the 13F portfolio, value $262,513.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,680 shares
    • Wellington Shields & Co., LLC: 850 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,380 shares
    Change vs previous 13F +2,380 shares

    0.03% of the 13F portfolio, value $260,063.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,430 shares
    • Wellington Shields & Co., LLC: 950 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,080 shares

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 0 shares
    • Wellington Shields & Co., LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,080 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $213,408.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 1,380 shares
    • Wellington Shields & Co., LLC: 700 shares

    Acceptance time not in the bulk data set (spec §4.2).