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COMPASS FINANCIAL MANAGEMENT LLC’s Plug Power PLUG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
2026
Q2 		$641K Buy
+236,778
New +$744K 0.08% 236

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PLUG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Plug Power (PLUG) in Q2 2026: 236,778 shares worth $641K. The stake represents 0.08% of the portfolio and ranks #236 among its holdings.

357 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 236,778 shares of Plug Power worth $641K as of Q2 2026.
  • Plug Power was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Plug Power made up 0.08% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #236 holding.
  • 357 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.