Carolinas Wealth Consulting’s Plug Power PLUG Stock Holding History

Carolinas Wealth Consulting’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	-2,000	Closed	-$2.7K	–	697
2025 Q1	$2.7K	Hold	2,000	–	–	﹤0.01%	733
2024 Q4	$4.26K	Hold	2,000	–	–	﹤0.01%	666
2024 Q3	$4.52K	Hold	2,000	–	–	﹤0.01%	678
2024 Q2	$4.66K	Hold	2,000	–	–	﹤0.01%	657
2024 Q1	$6.88K	Hold	2,000	–	–	﹤0.01%	608
2023 Q4	$9K	Hold	2,000	–	–	﹤0.01%	554
2023 Q3	$11.8K	Buy	+2,000	New	+$19.5K	﹤0.01%	499
2022 Q4	–	Sell	-100	Closed	-$2K	–	1091
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	773
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	775
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	769
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	785
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	751
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	770
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	745
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	710
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	869
2020 Q2	$1K	Buy	+100	New	+$468	﹤0.01%	605

Other funds holding PLUG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carolinas Wealth Consulting's PLUG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Plug Power (PLUG) in Q2 2025, closing a stake of 2,000 shares — an estimated $2.7K sold.

Carolinas Wealth Consulting first reported a position in PLUG in Q2 2020 and held it in 17 quarters. The position peaked at $11.8K in Q3 2023. 427 funds tracked by Wall St. Rank hold PLUG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Plug Power position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,000 Plug Power shares in Q2 2025, an estimated $2.7K.
Carolinas Wealth Consulting first reported a position in Plug Power in Q2 2020 and held it in 17 quarters.
Carolinas Wealth Consulting's Plug Power position peaked at $11.8K in Q3 2023.
427 funds tracked by Wall St. Rank held Plug Power as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.