CX Institutional’s Plug Power PLUG Stock Holding History

CX Institutional’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 Q3	$81K	Sell	41,806 -155	-0.4%	-$337	﹤0.01%	920
2026 Q2	$114K	Hold	41,961	–	–	﹤0.01%	838
2026 Q1	$95K	Hold	41,961	–	–	﹤0.01%	862
2025 Q4	$83K	Hold	41,961	–	–	﹤0.01%	884
2025 Q3	$98K	Hold	41,961	–	–	﹤0.01%	825
2025 Q2	$63K	Buy	41,961 +40,000	+2,040%	+$39.9K	﹤0.01%	825
2025 Q1	$3K	Buy	+1,961	New	+$3.73K	﹤0.01%	1116
2022 Q3	–	Sell	-600	Closed	-$10K	–	961
2022 Q2	$10K	Buy	+600	New	+$11.9K	﹤0.01%	953

Other funds holding PLUG

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return

CX Institutional's PLUG Position: Q3 2026 in Review

CX Institutional reduced its Plug Power (PLUG) stake by 0.37% in Q3 2026, selling an estimated $337 and leaving 41,806 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

CX Institutional first reported a position in PLUG in Q2 2022 and has held it in 8 quarters since. The position peaked at $114K in Q2 2026. 72 funds tracked by Wall St. Rank hold PLUG as of Q3 2026.

CX Institutional held 41,806 shares of Plug Power worth $81K as of Q3 2026.
CX Institutional sold 155 Plug Power shares in Q3 2026, an estimated $337.
Plug Power made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #920 holding.
CX Institutional first reported a position in Plug Power in Q2 2022 and has held it in 8 quarters since.
CX Institutional's Plug Power position peaked at $114K in Q2 2026.
72 funds tracked by Wall St. Rank held Plug Power as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.