Cypress Wealth Services
PLUG icon

Cypress Wealth Services’s Plug Power PLUG Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-14,377
Closed -$193K – 449
2020
Q3 		$193K Buy
+14,377
New +$158K 0.05% 253

Other funds holding PLUG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cypress Wealth Services's PLUG Position: Q3 2026 in Review

Cypress Wealth Services held its Plug Power (PLUG) position steady in Q3 2026 at 10,648 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Cypress Wealth Services first reported a position in PLUG in Q4 2017 and has held it in 35 quarters since. The position peaked at $416K in Q1 2021. 237 funds tracked by Wall St. Rank hold PLUG as of Q3 2026.

  • Cypress Wealth Services held 10,648 shares of Plug Power worth $19.8K as of Q3 2026.
  • Cypress Wealth Services left its Plug Power share count unchanged in Q3 2026.
  • Plug Power made up ﹤0.01% of Cypress Wealth Services's portfolio in Q3 2026, its #430 holding.
  • Cypress Wealth Services first reported a position in Plug Power in Q4 2017 and has held it in 35 quarters since.
  • Cypress Wealth Services's Plug Power position peaked at $416K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Plug Power as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.