AWE
PLUG icon

Avidian Wealth Enterprises’s Plug Power PLUG Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$21.5K Buy
11,070
+50
+0.5% +$109 ﹤0.01% 750
2026
Q2 		$29.9K Hold
11,020
– – ﹤0.01% 737
2026
Q1 		$24.9K Sell
11,020
-9,090
-45% -$19.7K ﹤0.01% 673
2025
Q4 		$39.6K Sell
20,110
-5,982
-23% -$15.6K ﹤0.01% 575
2025
Q3 		$60.8K Buy
26,092
+2,072
+9% +$3.51K ﹤0.01% 577
2025
Q2 		$35.8K Buy
24,020
+7,500
+45% +$7.48K ﹤0.01% 548
2025
Q1 		$22.3K Buy
16,520
+80
+0.5% +$152 ﹤0.01% 516
2024
Q4 		$35K Buy
+16,440
New +$35.9K ﹤0.01% 504
2024
Q1 		– Sell
-10,220
Closed -$46K – 457
2023
Q4 		$46K Hold
10,220
– – ﹤0.01% 413
2023
Q3 		$77.7K Buy
+10,220
New +$99.8K 0.01% 390
2022
Q4 		– Sell
-14,100
Closed -$296K – 466
2022
Q3 		$296K Sell
14,100
-6,200
-31% -$148K 0.02% 325
2022
Q2 		$336K Buy
20,300
+4,300
+27% +$85.3K 0.02% 331
2022
Q1 		$458K Buy
16,000
+500
+3% +$11.9K 0.03% 319
2021
Q4 		$438K Hold
15,500
– – 0.03% 325
2021
Q3 		$396K Buy
+15,500
New +$415K 0.03% 252

Other funds holding PLUG

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Avidian Wealth Enterprises's PLUG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Plug Power (PLUG) stake by 0.45% in Q3 2026, buying an estimated $109 and bringing the position to 11,070 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Avidian Wealth Enterprises first reported a position in PLUG in Q3 2021 and has held it in 15 quarters since. The position peaked at $458K in Q1 2022. 16 funds tracked by Wall St. Rank hold PLUG as of Q3 2026.

  • Avidian Wealth Enterprises held 11,070 shares of Plug Power worth $21.5K as of Q3 2026.
  • Avidian Wealth Enterprises bought 50 Plug Power shares in Q3 2026, an estimated $109.
  • Plug Power made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #750 holding.
  • Avidian Wealth Enterprises first reported a position in Plug Power in Q3 2021 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Plug Power position peaked at $458K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Plug Power as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.