JFS Wealth Advisors’s Plug Power PLUG Stock Holding History

JFS 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	$678	Buy	+250	New	+$785	﹤0.01%	1899
2024 Q2	–	Sell	-400	Closed	-$1.38K	–	2030
2024 Q1	$1.38K	Buy	+400	New	+$1.49K	﹤0.01%	1570
2023 Q3	–	Sell	-89	Closed	-$925	–	1996
2023 Q2	$925	Buy	89 +72	+424%	+$655	﹤0.01%	1633
2023 Q1	$200	Sell	17 -32	-65%	-$458	﹤0.01%	1829
2022 Q4	$606	Sell	49 -55	-53%	-$876	﹤0.01%	1707
2022 Q3	$2K	Buy	104 +94	+940%	+$2.24K	﹤0.01%	1374
2022 Q2	$0	Sell	10 -140	-93%	-$2.78K	﹤0.01%	1891
2022 Q1	$4K	Buy	150 +50	+50%	+$1.19K	﹤0.01%	1164
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	976
2021 Q3	$3K	Buy	+100	New	+$2.68K	﹤0.01%	753

Other funds holding PLUG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Plug Power (PLUG) in Q2 2026: 250 shares worth $678. The stake represents ﹤0.01% of the portfolio and ranks #1899 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in PLUG as recently as Q1 2024.

JFS Wealth Advisors first reported a position in PLUG in Q3 2021 and has held it in 10 quarters since. The position peaked at $4K in Q1 2022. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

JFS Wealth Advisors held 250 shares of Plug Power worth $678 as of Q2 2026.
Plug Power was a new JFS Wealth Advisors position in Q2 2026.
Plug Power made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1899 holding.
JFS Wealth Advisors first reported a position in Plug Power in Q3 2021 and has held it in 10 quarters since.
JFS Wealth Advisors's Plug Power position peaked at $4K in Q1 2022.
508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.