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Marshall & Sterling Wealth Advisors’s Plug Power PLUG Stock Holding History

Marshall & Sterling 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 		$1.08K Hold
400
– – ﹤0.01% 307
2026
Q1 		$904 Hold
400
– – ﹤0.01% 312
2025
Q4 		$788 Sell
400
-50
-11% -$131 ﹤0.01% 313
2025
Q3 		$1.05K Hold
450
– – ﹤0.01% 590
2025
Q2 		$671 Hold
450
– – ﹤0.01% 596
2025
Q1 		$608 Sell
450
-400
-47% -$761 ﹤0.01% 610
2024
Q4 		$1.81K Buy
+850
New +$1.85K ﹤0.01% 311

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 $3.37T AUM 44.26% 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

Marshall & Sterling Wealth Advisors's PLUG Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Plug Power (PLUG) position steady in Q2 2026 at 400 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Marshall & Sterling Wealth Advisors first reported a position in PLUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81K in Q4 2024. 510 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 400 shares of Plug Power worth $1.08K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Plug Power share count unchanged in Q2 2026.
  • Plug Power made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #307 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Plug Power in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Plug Power position peaked at $1.81K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.