Mark Sheptoff Financial Planning’s Plug Power PLUG Stock Holding History

Mark Sheptoff Financial Planning’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	$1.38K	Hold	510	–	–	﹤0.01%	492
2026 Q1	$1.69K	Hold	510	–	–	﹤0.01%	480
2025 Q4	$1K	Hold	510	–	–	﹤0.01%	486
2025 Q3	$1.19K	Hold	510	–	–	﹤0.01%	457
2025 Q2	$760	Hold	510	–	–	﹤0.01%	490
2025 Q1	$689	Hold	510	–	–	﹤0.01%	424
2024 Q4	$1.09K	Hold	510	–	–	﹤0.01%	405
2024 Q3	$1.15K	Hold	510	–	–	﹤0.01%	402
2024 Q2	$1.19K	Hold	510	–	–	﹤0.01%	402
2024 Q1	$1.75K	Buy	510 +430	+538%	+$1.6K	﹤0.01%	364
2023 Q4	$360	Hold	80	–	–	﹤0.01%	382
2023 Q3	$608	Hold	80	–	–	﹤0.01%	365
2023 Q2	$831	Hold	80	–	–	﹤0.01%	370
2023 Q1	$938	Hold	80	–	–	﹤0.01%	361
2022 Q4	$990	Hold	80	–	–	﹤0.01%	367
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	331
2022 Q2	$1K	Sell	80 -200	-71%	-$3.97K	﹤0.01%	369
2022 Q1	$8K	Buy	280 +200	+250%	+$4.77K	﹤0.01%	319
2021 Q4	$2K	Hold	80	–	–	﹤0.01%	417
2021 Q3	$2K	Hold	80	–	–	﹤0.01%	368
2021 Q2	$3K	Buy	80 +50	+167%	+$1.45K	﹤0.01%	384
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	366
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	344
2020 Q3	$0	Hold	30	–	–	﹤0.01%	359
2020 Q2	$0	Hold	30	–	–	﹤0.01%	367
2020 Q1	$0	Hold	30	–	–	﹤0.01%	372
2019 Q4	$0	Hold	30	–	–	﹤0.01%	375
2019 Q3	$0	Hold	30	–	–	﹤0.01%	383
2019 Q2	$0	Hold	30	–	–	﹤0.01%	363
2019 Q1	$0	Hold	30	–	–	﹤0.01%	365
2018 Q4	$0	Hold	30	–	–	﹤0.01%	352
2018 Q3	$0	Hold	30	–	–	﹤0.01%	375
2018 Q2	$0	Hold	30	–	–	﹤0.01%	387
2018 Q1	$0	Hold	30	–	–	﹤0.01%	393
2017 Q4	$0	Hold	30	–	–	﹤0.01%	382
2017 Q3	$0	Hold	30	–	–	﹤0.01%	387
2017 Q2	$0	Sell	30 -1	-3%	-$2	﹤0.01%	373
2017 Q1	$0	Buy	31 +1	+3%	+$1	﹤0.01%	370
2016 Q4	$0	Hold	30	–	–	﹤0.01%	371
2016 Q3	$0	Hold	30	–	–	﹤0.01%	369
2016 Q2	$0	Hold	30	–	–	﹤0.01%	370
2016 Q1	$0	Hold	30	–	–	﹤0.01%	391
2015 Q4	$0	Hold	30	–	–	﹤0.01%	417
2015 Q3	$0	Hold	30	–	–	﹤0.01%	434
2015 Q2	$0	Hold	30	–	–	﹤0.01%	400
2015 Q1	$0	Hold	30	–	–	﹤0.01%	342
2014 Q4	$0	Hold	30	–	–	﹤0.01%	336
2014 Q3	$0	Hold	30	–	–	﹤0.01%	348
2014 Q2	$0	Hold	30	–	–	﹤0.01%	357
2014 Q1	$0	Buy	+30	New	+$139	﹤0.01%	358

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

Mark Sheptoff Financial Planning's PLUG Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Plug Power (PLUG) position steady in Q2 2026 at 510 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Mark Sheptoff Financial Planning first reported a position in PLUG in Q1 2014 and has held it in 50 quarters since. The position peaked at $8K in Q1 2022. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

Mark Sheptoff Financial Planning held 510 shares of Plug Power worth $1.38K as of Q2 2026.
Mark Sheptoff Financial Planning left its Plug Power share count unchanged in Q2 2026.
Plug Power made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #492 holding.
Mark Sheptoff Financial Planning first reported a position in Plug Power in Q1 2014 and has held it in 50 quarters since.
Mark Sheptoff Financial Planning's Plug Power position peaked at $8K in Q1 2022.
508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.