J.W. Cole Advisors
PLUG icon

J.W. Cole Advisors’s Plug Power PLUG Stock Holding History

J.W. Cole 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
Q3 		$46.6K Sell
24,017
-369
-2% -$801 ﹤0.01% 1582
2026
Q2 		$66.1K Sell
24,386
-4,663
-16% -$14.6K ﹤0.01% 1563
2026
Q1 		$65.7K Buy
29,049
+214
+0.7% +$465 ﹤0.01% 769
2025
Q4 		$54.2K Buy
28,835
+4,200
+17% +$11K ﹤0.01% 1412
2025
Q3 		$57.4K Sell
24,635
-2,061
-8% -$3.49K ﹤0.01% 1518
2025
Q2 		$39.8K Buy
26,696
+1,412
+6% +$1.41K ﹤0.01% 1442
2025
Q1 		$34.1K Buy
+25,284
New +$48.1K ﹤0.01% 1232
2024
Q2 		– Sell
-10,391
Closed -$35.7K – 935
2024
Q1 		$35.7K Buy
+10,391
New +$38.6K ﹤0.01% 872
2023
Q4 		– Sell
-10,225
Closed -$77.7K – 848
2023
Q3 		$77.7K Sell
10,225
-2,083
-17% -$20.4K 0.01% 717
2023
Q2 		$128K Buy
12,308
+913
+8% +$8.31K 0.01% 726
2023
Q1 		$134K Hold
11,395
– – 0.01% 743
2022
Q4 		$141K Sell
11,395
-300
-3% -$4.78K 0.01% 704
2022
Q3 		$246K Buy
11,695
+782
+7% +$18.7K 0.02% 605
2022
Q2 		$181K Buy
10,913
+92
+0.9% +$1.82K 0.01% 683
2022
Q1 		$310K Sell
10,821
-435
-4% -$10.4K 0.02% 606
2021
Q4 		$318K Sell
11,256
-4,233
-27% -$146K 0.02% 630
2021
Q3 		$396K Sell
15,489
-1,050
-6% -$28.1K 0.03% 298
2021
Q2 		$565K Buy
16,539
+5
+0% +$145 0.04% 397
2021
Q1 		$593K Buy
16,534
+1,104
+7% +$56.9K 0.06% 343
2020
Q4 		$523K Buy
+15,430
New +$349K 0.05% 337

Other funds holding PLUG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

J.W. Cole Advisors's PLUG Position: Q3 2026 in Review

J.W. Cole Advisors reduced its Plug Power (PLUG) stake by 1.5% in Q3 2026, selling an estimated $801 and leaving 24,017 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

J.W. Cole Advisors first reported a position in PLUG in Q4 2020 and has held it in 20 quarters since. The position peaked at $593K in Q1 2021. 395 funds tracked by Wall St. Rank hold PLUG as of Q3 2026.

  • J.W. Cole Advisors held 24,017 shares of Plug Power worth $46.6K as of Q3 2026.
  • J.W. Cole Advisors sold 369 Plug Power shares in Q3 2026, an estimated $801.
  • Plug Power made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q3 2026, its #1582 holding.
  • J.W. Cole Advisors first reported a position in Plug Power in Q4 2020 and has held it in 20 quarters since.
  • J.W. Cole Advisors's Plug Power position peaked at $593K in Q1 2021.
  • 395 funds tracked by Wall St. Rank held Plug Power as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.