AWM
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Axxcess Wealth Management’s Plug Power PLUG Stock Holding History

Axxcess Wealth Management’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
2024
Q4 		– Sell
-12,574
Closed -$28.4K – 913
2024
Q3 		$28.4K Buy
12,574
+1,000
+9% +$2.24K ﹤0.01% 883
2024
Q2 		$27K Sell
11,574
-100
-0.9% -$286 ﹤0.01% 837
2024
Q1 		$40.2K Sell
11,674
-100
-0.8% -$372 ﹤0.01% 860
2023
Q4 		$53K Buy
11,774
+110
+0.9% +$577 ﹤0.01% 816
2023
Q3 		$88.6K Hold
11,664
– – ﹤0.01% 778
2023
Q2 		$121K Hold
11,664
– – 0.01% 570
2023
Q1 		$137K Buy
+11,664
New +$167K 0.01% 608

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Axxcess Wealth Management's PLUG Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Plug Power (PLUG) in Q4 2024, closing a stake of 12,574 shares — an estimated $28.4K sold.

Axxcess Wealth Management first reported a position in PLUG in Q1 2023 and held it in 7 quarters. The position peaked at $137K in Q1 2023. 458 funds tracked by Wall St. Rank hold PLUG as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Plug Power position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,574 Plug Power shares in Q4 2024, an estimated $28.4K.
  • Axxcess Wealth Management first reported a position in Plug Power in Q1 2023 and held it in 7 quarters.
  • Axxcess Wealth Management's Plug Power position peaked at $137K in Q1 2023.
  • 458 funds tracked by Wall St. Rank held Plug Power as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.