CWM
PLUG icon

Copia Wealth Management’s Plug Power PLUG Stock Holding History

Copia Wealth 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 		$201 Hold
74
– – ﹤0.01% 551
2026
Q1 		$167 Hold
74
– – ﹤0.01% 515
2025
Q4 		$146 Hold
74
– – ﹤0.01% 514
2025
Q3 		$172 Hold
74
– – ﹤0.01% 467
2025
Q2 		$110 Hold
74
– – ﹤0.01% 459
2025
Q1 		$100 Hold
74
– – ﹤0.01% 445
2024
Q4 		$158 Buy
+74
New +$161 ﹤0.01% 414

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

Copia Wealth Management's PLUG Position: Q2 2026 in Review

Copia Wealth Management held its Plug Power (PLUG) position steady in Q2 2026 at 74 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Copia Wealth Management first reported a position in PLUG in Q4 2024 and has held it in 7 quarters since. 507 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Copia Wealth Management held 74 shares of Plug Power worth $201 as of Q2 2026.
  • Copia Wealth Management left its Plug Power share count unchanged in Q2 2026.
  • Plug Power made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #551 holding.
  • Copia Wealth Management first reported a position in Plug Power in Q4 2024 and has held it in 7 quarters since.
  • 507 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.