EWM
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Endowment Wealth Management’s Plug Power PLUG Stock Holding History

Endowment 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
2025
Q3 		– Sell
-12,635
Closed -$18.8K – 162
2025
Q2 		$18.8K Hold
12,635
– – 0.01% 154
2025
Q1 		$17.1K Buy
+12,635
New +$24K 0.01% 145

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Endowment Wealth Management's PLUG Position: Q3 2025 in Review

Endowment Wealth Management sold out of Plug Power (PLUG) in Q3 2025, closing a stake of 12,635 shares — an estimated $18.8K sold.

Endowment Wealth Management first reported a position in PLUG in Q1 2025 and held it in 2 quarters. The position peaked at $18.8K in Q2 2025. 456 funds tracked by Wall St. Rank hold PLUG as of Q3 2025.

  • Endowment Wealth Management reported no remaining Plug Power position as of Q3 2025 after selling out during the quarter.
  • Endowment Wealth Management sold 12,635 Plug Power shares in Q3 2025, an estimated $18.8K.
  • Endowment Wealth Management first reported a position in Plug Power in Q1 2025 and held it in 2 quarters.
  • Endowment Wealth Management's Plug Power position peaked at $18.8K in Q2 2025.
  • 456 funds tracked by Wall St. Rank held Plug Power as of Q3 2025.

Based on Endowment Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.