BWM
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BerganKDV Wealth Management’s Plug Power PLUG Stock Holding History

BerganKDV 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
2022
Q4 		– Sell
-17
Closed – – 1093
2022
Q3 		$0 Buy
17
+7
+70% +$167 ﹤0.01% 1043
2022
Q2 		$0 Sell
10
-28
-74% -$556 ﹤0.01% 1044
2022
Q1 		$1K Buy
38
+11
+41% +$262 ﹤0.01% 948
2021
Q4 		$1K Sell
27
-9
-25% -$311 ﹤0.01% 1003
2021
Q3 		$1K Sell
36
-8
-18% -$214 ﹤0.01% 992
2021
Q2 		$2K Buy
+44
New +$1.28K ﹤0.01% 837
2021
Q1 		– Sell
-4,800
Closed -$163K – 979
2020
Q4 		$163K Sell
4,800
-42,000
-90% -$951K 0.02% 238
2020
Q3 		$628K Buy
46,800
+6,800
+17% +$74.9K 0.1% 132
2020
Q2 		$328K Hold
40,000
– – 0.06% 186
2020
Q1 		$142K Sell
40,000
-4,000
-9% -$16.3K 0.03% 229
2019
Q4 		$139K Buy
44,000
+3,900
+10% +$11.9K 0.02% 248
2019
Q3 		$105K Buy
40,100
+15,000
+60% +$34.8K 0.02% 256
2019
Q2 		$56K Hold
25,100
– – 0.01% 316
2019
Q1 		$60K Buy
25,100
+22,100
+737% +$38.6K 0.01% 322
2018
Q4 		$4K Buy
3,000
+1,500
+100% +$2.55K ﹤0.01% 568
2018
Q3 		$3K Hold
1,500
– – ﹤0.01% 568
2018
Q2 		$3K Buy
+1,500
New +$2.92K ﹤0.01% 591

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BerganKDV Wealth Management's PLUG Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Plug Power (PLUG) in Q4 2022, closing a stake of 17 shares.

BerganKDV Wealth Management first reported a position in PLUG in Q2 2018 and held it in 17 quarters. The position peaked at $628K in Q3 2020. 576 funds tracked by Wall St. Rank hold PLUG as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Plug Power position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 17 Plug Power shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in Plug Power in Q2 2018 and held it in 17 quarters.
  • BerganKDV Wealth Management's Plug Power position peaked at $628K in Q3 2020.
  • 576 funds tracked by Wall St. Rank held Plug Power as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.