Wellington Shields Capital Management, LLC
Position in AEP — American Electric Power Co Inc
CIK 1506071
NEW YORK, NY
Position in AEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$195,638
-$24,576 QoQ
Shares Held
1,430
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,633
of 1,972 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wellington Shields Capital Management, LLC holds $4,218,534 across 7 Utilities - Regulated Electric names. AEP ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,300 | $2,747,201 | |
| 2 | IDA |
Idacorp Inc
|
4,000 | $605,200 | |
| 3 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 4 | AEP |
American Electric Power Co Inc
This page
|
1,430 | $195,638 | |
| 5 | DUK |
Duke Energy CORP
|
630 | $79,745 | |
| 6 | ED |
Consolidated Edison Inc
|
93 | $10,288 | |
| 7 | SO |
Southern Co
|
104 | $9,953 |
All Filings in AEP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,638 | 1,430 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $220,214 | 1,680 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $193,720 | 1,680 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $189,000 | 1,680 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $174,316 | 1,680 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $156,256 | 1,430 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $141,588 | 1,380 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $118,818 | 1,380 | Shares | Sole | 2024-05-03 | |
| 2023-06-30 | $132,194 | 1,570 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $142,763 | 1,569 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $148,881 | 1,568 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $135,467 | 1,567 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $150,242 | 1,566 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $156,239 | 1,566 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $539,603 | 6,065 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $492,275 | 6,064 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $512,953 | 6,064 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $507,691 | 5,994 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $479,885 | 5,763 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $470,928 | 5,762 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $458,885 | 5,762 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $460,764 | 5,761 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||