Creative Planning
PLUG icon

Creative Planning’s Plug Power PLUG Stock Holding History

Creative Planning’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
2021
Q4 		– Sell
-12,000
Closed -$50K – 2190
2021
Q3 		$50K Sell
12,000
-1,500
-11% -$40.2K ﹤0.01% 1995
2021
Q2 		$146K Sell
13,500
-200
-1% -$5.8K ﹤0.01% 1838
2021
Q1 		$214K Buy
13,700
+6,200
+83% +$320K ﹤0.01% 2052
2020
Q4 		$124K Buy
7,500
+6,500
+650% +$147K ﹤0.01% 1999
2020
Q3 		$2K Buy
+1,000
New +$11K ﹤0.01% 2101

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 40.89% 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

Creative Planning's PLUG Position: Q2 2026 in Review

Creative Planning increased its Plug Power (PLUG) stake by 30% in Q2 2026, buying an estimated $425K and bringing the position to 582,163 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Creative Planning first reported a position in PLUG in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.85M in Q1 2021. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Creative Planning held 582,163 shares of Plug Power worth $1.58M as of Q2 2026.
  • Creative Planning bought 135,162 Plug Power shares in Q2 2026, an estimated $425K.
  • Plug Power made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2286 holding.
  • Creative Planning first reported a position in Plug Power in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Plug Power position peaked at $1.85M in Q1 2021.
  • 508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.