IAA
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Independent Advisor Alliance’s Plug Power PLUG Stock Holding History

Independent Advisor Alliance’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 		$40.9K Buy
15,098
+960
+7% +$3.02K ﹤0.01% 1032
2026
Q1 		$32K Sell
14,138
-991
-7% -$2.15K ﹤0.01% 1572
2025
Q4 		$29.8K Buy
+15,129
New +$39.5K ﹤0.01% 988
2025
Q3 		– Sell
-10,471
Closed -$15.6K – 970
2025
Q2 		$15.6K Sell
10,471
-72
-0.7% -$72 ﹤0.01% 881
2025
Q1 		$14.2K Buy
+10,543
New +$20K ﹤0.01% 808
2024
Q4 		– Sell
-12,311
Closed -$27.8K – 1369
2024
Q3 		$27.8K Sell
12,311
-735
-6% -$1.65K ﹤0.01% 697
2024
Q2 		$30.4K Buy
13,046
+697
+6% +$2K ﹤0.01% 691
2024
Q1 		$42.5K Buy
12,349
+2,345
+23% +$8.71K ﹤0.01% 685
2023
Q4 		$45K Buy
+10,004
New +$52.5K ﹤0.01% 663
2023
Q3 		– Sell
-12,223
Closed -$127K – 690
2023
Q2 		$127K Buy
12,223
+217
+2% +$1.98K 0.01% 637
2023
Q1 		$141K Buy
12,006
+650
+6% +$9.29K 0.01% 629
2022
Q4 		$140 Buy
11,356
+626
+6% +$9.97K ﹤0.01% 389
2022
Q3 		$225K Buy
+10,730
New +$256K 0.01% 554
2022
Q2 		– Sell
-9,482
Closed -$271K – 679
2022
Q1 		$271K Sell
9,482
-90
-0.9% -$2.15K 0.01% 521
2021
Q4 		$270K Sell
9,572
-15,021
-61% -$520K 0.01% 548
2021
Q3 		$628K Buy
24,593
+12,436
+102% +$333K 0.03% 328
2021
Q2 		$416K Buy
12,157
+1,101
+10% +$31.9K 0.02% 431
2021
Q1 		$396K Buy
11,056
+630
+6% +$32.5K 0.02% 421
2020
Q4 		$354K Sell
10,426
-655
-6% -$14.8K 0.02% 410
2020
Q3 		$149K Buy
+11,081
New +$122K 0.01% 466

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's PLUG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Plug Power (PLUG) stake by 6.8% in Q2 2026, buying an estimated $3.02K and bringing the position to 15,098 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Independent Advisor Alliance first reported a position in PLUG in Q3 2020 and has held it in 20 quarters since. The position peaked at $628K in Q3 2021. 511 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Independent Advisor Alliance held 15,098 shares of Plug Power worth $40.9K as of Q2 2026.
  • Independent Advisor Alliance bought 960 Plug Power shares in Q2 2026, an estimated $3.02K.
  • Plug Power made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #1032 holding.
  • Independent Advisor Alliance first reported a position in Plug Power in Q3 2020 and has held it in 20 quarters since.
  • Independent Advisor Alliance's Plug Power position peaked at $628K in Q3 2021.
  • 511 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.