CWA
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Clarus Wealth Advisors’s Plug Power PLUG Stock Holding History

Clarus Wealth 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
Q2 		– Sell
-37,203
Closed -$45K – 96
2025
Q1 		$45K Buy
37,203
+651
+2% +$1.24K 0.02% 88
2024
Q4 		$99.1K Sell
36,552
-1,545
-4% -$3.37K 0.05% 119
2024
Q3 		$85.7K Hold
38,097
– – 0.04% 131
2024
Q2 		$102K Sell
38,097
-219
-0.6% -$627 0.05% 128
2024
Q1 		$118K Buy
38,316
+510
+1% +$1.9K 0.07% 128
2023
Q4 		$91.5K Buy
+37,806
New +$198K 0.05% 122
2023
Q2 		$302K Buy
28,459
+9,564
+51% +$87.1K 0.18% 96
2023
Q1 		$175K Buy
18,895
+1,205
+7% +$17.2K 0.11% 120
2022
Q4 		$264K Buy
+17,690
New +$282K 0.17% 105
2021
Q3 		– Sell
-19,938
Closed -$579K – 107
2021
Q2 		$579K Buy
+19,938
New +$578K 0.36% 47

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

Clarus Wealth Advisors's PLUG Position: Q2 2025 in Review

Clarus Wealth Advisors sold out of Plug Power (PLUG) in Q2 2025, closing a stake of 37,203 shares — an estimated $45K sold.

Clarus Wealth Advisors first reported a position in PLUG in Q2 2021 and held it in 10 quarters. The position peaked at $579K in Q2 2021. 427 funds tracked by Wall St. Rank hold PLUG as of Q2 2025.

  • Clarus Wealth Advisors reported no remaining Plug Power position as of Q2 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 37,203 Plug Power shares in Q2 2025, an estimated $45K.
  • Clarus Wealth Advisors first reported a position in Plug Power in Q2 2021 and held it in 10 quarters.
  • Clarus Wealth Advisors's Plug Power position peaked at $579K in Q2 2021.
  • 427 funds tracked by Wall St. Rank held Plug Power as of Q2 2025.

Based on Clarus Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.