CAWM
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Capital A Wealth Management’s Plug Power PLUG Stock Holding History

Capital A 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
2025
Q2 		– Sell
-1,083
Closed -$1.46K – 739
2025
Q1 		$1.46K Sell
1,083
-230
-18% -$437 ﹤0.01% 497
2024
Q4 		$2.8K Buy
+1,313
New +$2.87K ﹤0.01% 445

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital A Wealth Management's PLUG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Plug Power (PLUG) in Q2 2025, closing a stake of 1,083 shares — an estimated $1.46K sold.

Capital A Wealth Management first reported a position in PLUG in Q4 2024 and held it in 2 quarters. The position peaked at $2.8K in Q4 2024. 427 funds tracked by Wall St. Rank hold PLUG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Plug Power position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1,083 Plug Power shares in Q2 2025, an estimated $1.46K.
  • Capital A Wealth Management first reported a position in Plug Power in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Plug Power position peaked at $2.8K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Plug Power as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.