Carson Wealth (CWM LLC)’s Plug Power PLUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.5K | Buy |
20,129
+7,464
| +59% | +$16.2K | ﹤0.01% | 3887 |
|
|
2025
Q4 | $25K | Sell |
12,665
-46
| -0.4% | -$120 | ﹤0.01% | 4048 |
|
|
2025
Q3 | $30K | Sell |
12,711
-1,083
| -8% | -$1.84K | ﹤0.01% | 3885 |
|
|
2025
Q2 | $21K | Buy |
13,794
+8,518
| +161% | +$8.5K | ﹤0.01% | 3882 |
|
|
2025
Q1 | $7K | Sell |
5,276
-685
| -11% | -$1.3K | ﹤0.01% | 4306 |
|
|
2024
Q4 | $13K | Buy |
5,961
+661
| +12% | +$1.44K | ﹤0.01% | 3723 |
|
|
2024
Q3 | $12K | Sell |
5,300
-1,005
| -16% | -$2.25K | ﹤0.01% | 3690 |
|
|
2024
Q2 | $15K | Sell |
6,305
-6,128
| -49% | -$17.6K | ﹤0.01% | 3308 |
|
|
2024
Q1 | $43K | Sell |
12,433
-637
| -5% | -$2.37K | ﹤0.01% | 2400 |
|
|
2023
Q4 | $59K | Buy |
13,070
+746
| +6% | +$3.91K | ﹤0.01% | 2070 |
|
|
2023
Q3 | $94K | Sell |
12,324
-319
| -3% | -$3.12K | ﹤0.01% | 1668 |
|
|
2023
Q2 | $131K | Buy |
12,643
+3,579
| +39% | +$32.6K | ﹤0.01% | 1432 |
|
|
2023
Q1 | $106K | Sell |
9,064
-755
| -8% | -$10.8K | ﹤0.01% | 1470 |
|
|
2022
Q4 | $121K | Buy |
9,819
+691
| +8% | +$11K | ﹤0.01% | 1295 |
|
|
2022
Q3 | $192K | Buy |
9,128
+912
| +11% | +$21.8K | ﹤0.01% | 1073 |
|
|
2022
Q2 | $136K | Sell |
8,216
-952
| -10% | -$18.9K | ﹤0.01% | 1190 |
|
|
2022
Q1 | $262K | Buy |
9,168
+2,821
| +44% | +$67.2K | ﹤0.01% | 936 |
|
|
2021
Q4 | $179K | Buy |
+6,347
| New | +$220K | ﹤0.01% | 1071 |
|
|
2021
Q2 | $209K | Hold |
6,120
| – | – | ﹤0.01% | 890 |
|
|
2021
Q1 | $209K | Hold |
6,120
| – | – | ﹤0.01% | 890 |
|
|
2020
Q4 | $209K | Hold |
6,120
| – | – | ﹤0.01% | 890 |
|
|
2020
Q3 | $209K | Hold |
6,120
| – | – | ﹤0.01% | 890 |
|
|
2020
Q2 | $209K | Hold |
6,120
| – | – | ﹤0.01% | 889 |
|
|
2020
Q1 | $209K | Hold |
6,120
| – | – | ﹤0.01% | 889 |
|
|
2019
Q4 | $209K | Hold |
6,120
| – | – | ﹤0.01% | 889 |
|
|
2019
Q3 | $209K | Hold |
6,120
| – | – | ﹤0.01% | 889 |
|
|
2019
Q2 | $209K | Hold |
6,120
| – | – | ﹤0.01% | 889 |
|
|
2019
Q1 | $209K | Buy |
+6,120
| New | +$10.7K | ﹤0.01% | 889 |
|
|
2018
Q4 | – | Sell |
-110
| Closed | – | – | 2214 |
|
|
2018
Q3 | $0 | Buy |
+110
| New | +$214 | ﹤0.01% | 1954 |
|
|
2016
Q3 | – | Sell |
-70
| Closed | – | – | 1047 |
|
|
2016
Q2 | $0 | Hold |
70
| – | – | ﹤0.01% | 848 |
|
|
2016
Q1 | $0 | Buy |
+70
| New | +$131 | ﹤0.01% | 797 |
|
|
2015
Q4 | – | Sell |
-70
| Closed | – | – | 740 |
|
|
2015
Q3 | $0 | Buy |
+70
| New | +$149 | ﹤0.01% | 653 |
|
|
2014
Q1 | – | Sell |
-70
| Closed | – | – | 402 |
|
|
2013
Q4 | $0 | Buy |
+70
| New | +$68 | ﹤0.01% | 644 |
|
Other funds holding PLUG
Carson Wealth (CWM LLC)'s PLUG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Plug Power (PLUG) stake by 59% in Q1 2026, buying an estimated $16.2K and bringing the position to 20,129 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3887.
Carson Wealth (CWM LLC) first reported a position in PLUG in Q4 2013 and has held it in 33 quarters since. The position peaked at $262K in Q1 2022. 469 funds tracked by Wall St. Rank hold PLUG as of Q1 2026.
- Carson Wealth (CWM LLC) held 20,129 shares of Plug Power worth $45.5K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 7,464 Plug Power shares in Q1 2026, an estimated $16.2K.
- Plug Power made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3887 holding.
- Carson Wealth (CWM LLC) first reported a position in Plug Power in Q4 2013 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s Plug Power position peaked at $262K in Q1 2022.
- 469 funds tracked by Wall St. Rank held Plug Power as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.