Capstone Financial Advisors’s Plug Power PLUG Stock Holding History

Capstone Financial Advisors’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 Q3	–	Sell	-21,625	Closed	-$32.2K	–	190
2025 Q2	$32.2K	Buy	+21,625	New	+$21.6K	﹤0.01%	169

Other funds holding PLUG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capstone Financial Advisors's PLUG Position: Q3 2025 in Review

Capstone Financial Advisors sold out of Plug Power (PLUG) in Q3 2025, closing a stake of 21,625 shares — an estimated $32.2K sold.

Capstone Financial Advisors first reported a position in PLUG in Q2 2025 and held it in 1 quarter. The position peaked at $32.2K in Q2 2025. 456 funds tracked by Wall St. Rank hold PLUG as of Q3 2025.

Capstone Financial Advisors reported no remaining Plug Power position as of Q3 2025 after selling out during the quarter.
Capstone Financial Advisors sold 21,625 Plug Power shares in Q3 2025, an estimated $32.2K.
Capstone Financial Advisors first reported a position in Plug Power in Q2 2025 and held it in 1 quarter.
Capstone Financial Advisors's Plug Power position peaked at $32.2K in Q2 2025.
456 funds tracked by Wall St. Rank held Plug Power as of Q3 2025.

Based on Capstone Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.