Avantax Advisory Services’s Plug Power PLUG Stock Holding History

Avantax Advisory Services’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	$19.9K	Sell	13,387 -196	-1%	-$196	﹤0.01%	2344
2025 Q1	$18.3K	Buy	+13,583	New	+$25.8K	﹤0.01%	2218
2023 Q4	–	Sell	-65,975	Closed	-$501K	–	1650
2023 Q3	$501K	Buy	65,975 +37,311	+130%	+$365K	0.01%	944
2023 Q2	$298K	Buy	+28,664	New	+$261K	﹤0.01%	1191
2022 Q4	–	Sell	-10,636	Closed	-$223K	–	1455
2022 Q3	$223K	Sell	10,636 -204	-2%	-$4.87K	﹤0.01%	1159
2022 Q2	$180K	Buy	10,840 +1,667	+18%	+$33.1K	﹤0.01%	1218
2022 Q1	$263K	Sell	9,173 -3,788	-29%	-$90.3K	﹤0.01%	1065
2021 Q4	$366K	Buy	12,961 +4,827	+59%	+$167K	0.01%	883
2021 Q3	$209K	Buy	+8,134	New	+$218K	﹤0.01%	1098
2020 Q4	–	Sell	-11,155	Closed	-$148K	–	1244
2020 Q3	$148K	Buy	+11,155	New	+$123K	﹤0.01%	1268

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

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

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's PLUG Position: Q2 2025 in Review

Avantax Advisory Services reduced its Plug Power (PLUG) stake by 1.4% in Q2 2025, selling an estimated $196 and leaving 13,387 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Avantax Advisory Services first reported a position in PLUG in Q3 2020 and has held it in 10 quarters since. The position peaked at $501K in Q3 2023. 427 funds tracked by Wall St. Rank hold PLUG as of Q2 2025.

Avantax Advisory Services held 13,387 shares of Plug Power worth $19.9K as of Q2 2025.
Avantax Advisory Services sold 196 Plug Power shares in Q2 2025, an estimated $196.
Plug Power made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2344 holding.
Avantax Advisory Services first reported a position in Plug Power in Q3 2020 and has held it in 10 quarters since.
Avantax Advisory Services's Plug Power position peaked at $501K in Q3 2023.
427 funds tracked by Wall St. Rank held Plug Power as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.