Asset Planning Inc’s Plug Power PLUG Stock Holding History

Asset Planning Inc’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 Q1	–	Sell	-700	Closed	-$1.49K	–	320
2024 Q4	$1.49K	Buy	+700	New	+$1.53K	﹤0.01%	296

Other funds holding PLUG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Inc's PLUG Position: Q1 2025 in Review

Asset Planning Inc sold out of Plug Power (PLUG) in Q1 2025, closing a stake of 700 shares — an estimated $1.49K sold.

Asset Planning Inc first reported a position in PLUG in Q4 2024 and held it in 1 quarter. The position peaked at $1.49K in Q4 2024. 429 funds tracked by Wall St. Rank hold PLUG as of Q1 2025.

Asset Planning Inc reported no remaining Plug Power position as of Q1 2025 after selling out during the quarter.
Asset Planning Inc sold 700 Plug Power shares in Q1 2025, an estimated $1.49K.
Asset Planning Inc first reported a position in Plug Power in Q4 2024 and held it in 1 quarter.
Asset Planning Inc's Plug Power position peaked at $1.49K in Q4 2024.
429 funds tracked by Wall St. Rank held Plug Power as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.