AWA
PLUG icon

Arete Wealth Advisors’s Plug Power PLUG Stock Holding History

Arete Wealth Advisors’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,117
Closed -$42K – 656
2025
Q3 		$42K Sell
18,117
-350
-2% -$593 ﹤0.01% 758
2025
Q2 		$28K Sell
18,467
-200
-1% -$200 ﹤0.01% 715
2025
Q1 		$25K Sell
18,667
-39,965
-68% -$76K ﹤0.01% 709
2024
Q4 		$125K Sell
58,632
-88,485
-60% -$193K 0.01% 718
2024
Q3 		$332K Buy
147,117
+125,347
+576% +$281K 0.03% 491
2024
Q2 		$51K Buy
+21,770
New +$62.4K ﹤0.01% 706
2024
Q1 		– Sell
-63,660
Closed -$286K – 638
2023
Q4 		$286K Buy
63,660
+10,245
+19% +$53.7K 0.02% 566
2023
Q3 		$406K Buy
53,415
+29,854
+127% +$292K 0.07% 277
2023
Q2 		$245K Sell
23,561
-10,155
-30% -$92.4K 0.02% 548
2023
Q1 		$395K Buy
33,716
+6,722
+25% +$96.1K 0.03% 402
2022
Q4 		$334K Buy
+26,994
New +$430K 0.03% 426

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Arete Wealth Advisors's PLUG Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Plug Power (PLUG) in Q4 2025, closing a stake of 18,117 shares — an estimated $42K sold.

Arete Wealth Advisors first reported a position in PLUG in Q4 2022 and held it in 11 quarters. The position peaked at $406K in Q3 2023. 458 funds tracked by Wall St. Rank hold PLUG as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Plug Power position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,117 Plug Power shares in Q4 2025, an estimated $42K.
  • Arete Wealth Advisors first reported a position in Plug Power in Q4 2022 and held it in 11 quarters.
  • Arete Wealth Advisors's Plug Power position peaked at $406K in Q3 2023.
  • 458 funds tracked by Wall St. Rank held Plug Power as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.