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Wellington Shields Capital Management, LLC: EIX position timeline

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

Wellington Shields Capital Management, LLC held 15,500 EIX 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 15,500 shares
    Change vs previous 13F -1,700 shares

    0.26% of the 13F portfolio, value $1,153,975.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 17,200 shares
    Change vs previous 13F +1,800 shares

    0.32% of the 13F portfolio, value $1,258,696.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,400 shares
    Change vs previous 13F +2,700 shares

    0.23% of the 13F portfolio, value $924,308.

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

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

  4. period ended2025-09-30
    13F 12,700 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $702,056.

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

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