CFM
PLUG icon

Compass Financial Management’s Plug Power PLUG Stock Holding History

Compass Financial Management’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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Compass Financial Management's PLUG Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.