Wellington Shields Capital Management, LLC: PWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on PWR, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 20,494 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 20,494 sharesChange vs previous 13F +140 shares
1.2% of the 13F portfolio, value $14,756,500.
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: 20,281 shares
- Wellington Shields & Co., LLC: 213 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,354 sharesChange vs previous 13F +275 shares
1.06% of the 13F portfolio, value $11,174,754.
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: 20,326 shares
- Wellington Shields & Co., LLC: 28 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,079 sharesChange vs previous 13F -58 shares
0.78% of the 13F portfolio, value $8,474,543.
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: 20,051 shares
- Wellington Shields & Co., LLC: 28 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,137 sharesChange vs previous 13F -1,395 shares
0.8% of the 13F portfolio, value $8,345,176.
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: 20,109 shares
- Wellington Shields & Co., LLC: 28 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,532 sharesChange vs previous 13F 0 shares
0.86% of the 13F portfolio, value $8,140,818.
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: 21,354 shares
- Wellington Shields & Co., LLC: 178 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,532 sharesChange vs previous 13F +75 shares
0.63% of the 13F portfolio, value $5,473,004.
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: 21,354 shares
- Wellington Shields & Co., LLC: 178 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,457 sharesChange vs previous 13F +1,650 shares
0.76% of the 13F portfolio, value $6,781,485.
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: 21,354 shares
- Wellington Shields & Co., LLC: 103 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,807 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $5,905,457.
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: 19,554 shares
- Wellington Shields & Co., LLC: 253 shares
Acceptance time not in the bulk data set (spec §4.2).