Financial Plan Inc’s Plug Power PLUG Stock Holding History

Financial Plan Inc’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 Q1	–	Sell	-11,000	Closed	-$21.7K	–	101
2025 Q4	$21.7K	Buy	+11,000	New	+$28.7K	﹤0.01%	92

Other funds holding PLUG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Plan Inc's PLUG Position: Q1 2026 in Review

Financial Plan Inc sold out of Plug Power (PLUG) in Q1 2026, closing a stake of 11,000 shares — an estimated $21.7K sold.

Financial Plan Inc first reported a position in PLUG in Q4 2025 and held it in 1 quarter. The position peaked at $21.7K in Q4 2025. 469 funds tracked by Wall St. Rank hold PLUG as of Q1 2026.

Financial Plan Inc reported no remaining Plug Power position as of Q1 2026 after selling out during the quarter.
Financial Plan Inc sold 11,000 Plug Power shares in Q1 2026, an estimated $21.7K.
Financial Plan Inc first reported a position in Plug Power in Q4 2025 and held it in 1 quarter.
Financial Plan Inc's Plug Power position peaked at $21.7K in Q4 2025.
469 funds tracked by Wall St. Rank held Plug Power as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.