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Atria Wealth Solutions’s Plug Power PLUG Stock Holding History

Atria Wealth Solutions’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
Q2 		$17.4K Buy
+11,668
New +$11.6K ﹤0.01% 1456
2024
Q4 		– Sell
-25,759
Closed -$58.2K – 2065
2024
Q3 		$58.2K Sell
25,759
-6,100
-19% -$13.7K ﹤0.01% 1883
2024
Q2 		$74.2K Buy
31,859
+2,800
+10% +$8.02K ﹤0.01% 1868
2024
Q1 		$100K Buy
29,059
+1,200
+4% +$4.46K ﹤0.01% 1891
2023
Q4 		$125K Sell
27,859
-2,067
-7% -$10.8K ﹤0.01% 1838
2023
Q3 		$227K Buy
29,926
+7
+0% +$68 ﹤0.01% 1609
2023
Q2 		$311K Buy
29,919
+1,060
+4% +$9.65K ﹤0.01% 1413
2023
Q1 		$338K Buy
28,859
+2,360
+9% +$33.7K 0.01% 1345
2022
Q4 		$328K Sell
26,499
-600
-2% -$9.55K 0.01% 1313
2022
Q3 		$569K Sell
27,099
-103
-0.4% -$2.46K 0.01% 957
2022
Q2 		$451K Buy
27,202
+1,700
+7% +$33.7K 0.01% 1028
2022
Q1 		$730K Buy
+25,502
New +$608K 0.01% 869

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's PLUG Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Plug Power (PLUG) in Q2 2025: 11,668 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in PLUG as recently as Q3 2024.

Atria Wealth Solutions first reported a position in PLUG in Q1 2022 and has held it in 12 quarters since. The position peaked at $730K in Q1 2022. 427 funds tracked by Wall St. Rank hold PLUG as of Q2 2025.

  • Atria Wealth Solutions held 11,668 shares of Plug Power worth $17.4K as of Q2 2025.
  • Plug Power was a new Atria Wealth Solutions position in Q2 2025.
  • Plug Power made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1456 holding.
  • Atria Wealth Solutions first reported a position in Plug Power in Q1 2022 and has held it in 12 quarters since.
  • Atria Wealth Solutions's Plug Power position peaked at $730K in Q1 2022.
  • 427 funds tracked by Wall St. Rank held Plug Power as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.