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Disclosery

Wellington Shields Capital Management, LLC: AES position timeline

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

Wellington Shields Capital Management, LLC held 0 AES shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -50,890 shares

    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: 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.

  2. period ended2025-12-31
    13F 50,890 shares
    Change vs previous 13F -20,900 shares

    0.07% of the 13F portfolio, value $729,762.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 21,304 shares
    • Wellington Shields & Co., LLC: 29,586 shares

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

  3. period ended2025-09-30
    13F 71,790 shares
    Change vs previous 13F -271 shares

    0.09% of the 13F portfolio, value $944,757.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 29,204 shares
    • Wellington Shields & Co., LLC: 42,586 shares

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

  4. period ended2025-06-30
    13F 72,061 shares
    Change vs previous 13F -800 shares

    0.08% of the 13F portfolio, value $758,082.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 29,475 shares
    • Wellington Shields & Co., LLC: 42,586 shares

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

  5. period ended2025-03-31
    13F 72,861 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $904,934.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 30,275 shares
    • Wellington Shields & Co., LLC: 42,586 shares

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

  6. period ended2024-12-31
    13F 72,861 shares
    Change vs previous 13F -15,000 shares

    0.11% of the 13F portfolio, value $937,721.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 30,275 shares
    • Wellington Shields & Co., LLC: 42,586 shares

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

  7. period ended2024-09-30
    13F 87,861 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,762,492.

    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: 45,275 shares
    • Wellington Shields & Co., LLC: 42,586 shares

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