CWS
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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

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $246M AUM 51.29% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Cypress Wealth Services's PLUG Position: Q2 2026 in Review

Cypress Wealth Services held its Plug Power (PLUG) position steady in Q2 2026 at 10,648 shares worth $28.9K. 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 34 quarters since. The position peaked at $416K in Q1 2021. 141 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Cypress Wealth Services held 10,648 shares of Plug Power worth $28.9K as of Q2 2026.
  • Cypress Wealth Services left its Plug Power share count unchanged in Q2 2026.
  • Plug Power made up ﹤0.01% of Cypress Wealth Services's portfolio in Q2 2026, its #430 holding.
  • Cypress Wealth Services first reported a position in Plug Power in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Plug Power position peaked at $416K in Q1 2021.
  • 141 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.