APP
PLUG icon

Avantax Planning Partners’s Plug Power PLUG Stock Holding History

Avantax Planning Partners’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
2026
Q1 		– Sell
-18,062
Closed -$35.6K – 459
2025
Q4 		$35.6K Hold
18,062
– – ﹤0.01% 436
2025
Q3 		$42.1K Sell
18,062
-1,664
-8% -$2.82K ﹤0.01% 437
2025
Q2 		$29.4K Buy
19,726
+1,674
+9% +$1.67K ﹤0.01% 446
2025
Q1 		$24.4K Sell
18,052
-670
-4% -$1.27K ﹤0.01% 429
2024
Q4 		$39.9K Buy
18,722
+6,561
+54% +$14.3K ﹤0.01% 428
2024
Q3 		$27.5K Buy
12,161
+1,425
+13% +$3.19K ﹤0.01% 438
2024
Q2 		$25K Buy
+10,736
New +$30.7K ﹤0.01% 466
2018
Q4 		– Sell
-4
Closed – – 958
2018
Q3 		$0 Buy
+4
New +$8 ﹤0.01% 1464
2018
Q2 		– Sell
-4
Closed – – 1143
2018
Q1 		$0 Buy
+4
New +$8 ﹤0.01% 1856

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Planning Partners's PLUG Position: Q1 2026 in Review

Avantax Planning Partners sold out of Plug Power (PLUG) in Q1 2026, closing a stake of 18,062 shares — an estimated $35.6K sold.

Avantax Planning Partners first reported a position in PLUG in Q1 2018 and held it in 9 quarters. The position peaked at $42.1K in Q3 2025. 471 funds tracked by Wall St. Rank hold PLUG as of Q1 2026.

  • Avantax Planning Partners reported no remaining Plug Power position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 18,062 Plug Power shares in Q1 2026, an estimated $35.6K.
  • Avantax Planning Partners first reported a position in Plug Power in Q1 2018 and held it in 9 quarters.
  • Avantax Planning Partners's Plug Power position peaked at $42.1K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Plug Power as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.