Wellington Shields & Co., LLC

Position in AEP — American Electric Power Co Inc

CIK 1506073 NEW YORK, NY

Position in AEP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$116,288

+$4,870 QoQ

Shares Held

850

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,679

of 1,972 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wellington Shields & Co., LLC holds $5,970,525 across 9 Utilities - Regulated Electric names. AEP ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	18,084	$1,730,819
2	EIX	Edison International	15,500	$1,153,975
3	NEE	Nextera Energy Inc	12,695	$1,114,240
4	DUK	Duke Energy CORP	6,049	$765,682
5	DTE	Dte Energy Co	3,500	$533,295
6	ED	Consolidated Edison Inc	2,932	$324,367
7	ETR	Entergy Corp /De/	1,360	$156,209
8	AEP	American Electric Power Co Inc This page	850	$116,288

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,288	850	0.0%	Shares	Sole	2026-08-10
2026-03-31	$111,418	850	0.0%	Shares	Sole	2026-05-04
2025-12-31	$98,013	850	0.0%	Shares	Sole	2026-02-09
2025-09-30	$95,625	850	0.0%	Shares	Sole	2025-11-05
2025-06-30	$88,196	850	-10.5%	Shares	Sole	2025-08-05
2025-03-31	$103,806	950	+35.7%	Shares	Sole	2025-05-08
2024-09-30	$71,820	700	-33.3%	Shares	Sole	2024-11-13
2024-03-31	$90,405	1,050	-8.7%	Shares	Sole	2024-05-23
2023-06-30	$96,830	1,150	0.0%	Shares	Sole	2023-08-11
2023-03-31	$104,638	1,150	0.0%	Shares	Sole	2023-05-11
2022-12-31	$109,192	1,150	0.0%	Shares	Sole	2023-02-15
2022-09-30	$99,417	1,150	0.0%	Shares	Sole	2022-11-14
2022-06-30	$110,331	1,150	-46.5%	Shares	Sole	2022-08-12
2022-03-31	$214,505	2,150	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.