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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's PLUG Position: Q1 2026 in Review

Creative Planning increased its Plug Power (PLUG) stake by 59% in Q1 2026, buying an estimated $358K and bringing the position to 447,001 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Creative Planning first reported a position in PLUG in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.85M in Q1 2021. 468 funds tracked by Wall St. Rank hold PLUG as of Q1 2026.

Creative Planning held 447,001 shares of Plug Power worth $1.01M as of Q1 2026.
Creative Planning bought 165,121 Plug Power shares in Q1 2026, an estimated $358K.
Plug Power made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2445 holding.
Creative Planning first reported a position in Plug Power in Q2 2013 and has held it in 50 quarters since.
Creative Planning's Plug Power position peaked at $1.85M in Q1 2021.
468 funds tracked by Wall St. Rank held Plug Power as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.