EWA
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EP Wealth Advisors’s Plug Power PLUG Stock Holding History

EP Wealth Advisors’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
Q2 		$55.3K Buy
20,398
+6,766
+50% +$21.3K ﹤0.01% 1691
2026
Q1 		$30.8K Buy
13,632
+1,950
+17% +$4.23K ﹤0.01% 1488
2025
Q4 		$23K Buy
+11,682
New +$30.5K ﹤0.01% 1472

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EP Wealth Advisors's PLUG Position: Q2 2026 in Review

EP Wealth Advisors increased its Plug Power (PLUG) stake by 50% in Q2 2026, buying an estimated $21.3K and bringing the position to 20,398 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

EP Wealth Advisors first reported a position in PLUG in Q4 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • EP Wealth Advisors held 20,398 shares of Plug Power worth $55.3K as of Q2 2026.
  • EP Wealth Advisors bought 6,766 Plug Power shares in Q2 2026, an estimated $21.3K.
  • Plug Power made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1691 holding.
  • EP Wealth Advisors first reported a position in Plug Power in Q4 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.