DWM
PLUG icon

DKM Wealth Management’s Plug Power PLUG Stock Holding History

DKM Wealth Management’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 		$19.4K Hold
10,000
– – 0.01% 72
2026
Q2 		$27.1K Hold
10,000
– – 0.02% 68
2026
Q1 		$22.6K Buy
+10,000
New +$21.7K 0.02% 69

Other funds holding PLUG

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

DKM Wealth Management's PLUG Position: Q3 2026 in Review

DKM Wealth Management held its Plug Power (PLUG) position steady in Q3 2026 at 10,000 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #72.

DKM Wealth Management first reported a position in PLUG in Q1 2026 and has held it in 3 quarters since. The position peaked at $27.1K in Q2 2026. 57 funds tracked by Wall St. Rank hold PLUG as of Q3 2026.

  • DKM Wealth Management held 10,000 shares of Plug Power worth $19.4K as of Q3 2026.
  • DKM Wealth Management left its Plug Power share count unchanged in Q3 2026.
  • Plug Power made up 0.01% of DKM Wealth Management's portfolio in Q3 2026, its #72 holding.
  • DKM Wealth Management first reported a position in Plug Power in Q1 2026 and has held it in 3 quarters since.
  • DKM Wealth Management's Plug Power position peaked at $27.1K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Plug Power as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.