Measured Wealth Private Client Group’s Plug Power PLUG Stock Holding History

Measured Wealth Private Client Group’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	$55.3K	Sell	20,401 -1,766	-8%	-$5.55K	0.01%	313
2026 Q1	$50.1K	Sell	22,167 -14,413	-39%	-$31.3K	0.01%	294
2025 Q4	$72.1K	Buy	+36,580	New	+$95.5K	0.02%	273
2023 Q2	–	Sell	-201,250	Closed	-$2.36M	–	192
2023 Q1	$2.36M	Hold	201,250	–	–	0.91%	19
2022 Q4	$2.49M	Hold	201,250	–	–	1.03%	18
2022 Q3	$4.23M	Hold	201,250	–	–	1.87%	11
2022 Q2	$3.33M	Hold	201,250	–	–	1.47%	13
2022 Q1	$5.76M	Hold	201,250	–	–	2.12%	9
2021 Q4	$5.68M	Sell	201,250 -4,000	-2%	-$138K	2.01%	10
2021 Q3	$5.24M	Buy	205,250 +3,000	+1%	+$80.4K	2.02%	8
2021 Q2	$6.92M	Buy	202,250 +1,000	+0.5%	+$29K	2.2%	7
2021 Q1	$7.21M	Buy	+201,250	New	+$10.4M	2.56%	7

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

Measured Wealth Private Client Group's PLUG Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Plug Power (PLUG) stake by 8% in Q2 2026, selling an estimated $5.55K and leaving 20,401 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #313.

Measured Wealth Private Client Group first reported a position in PLUG in Q1 2021 and has held it in 12 quarters since. The position peaked at $7.21M in Q1 2021. 507 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

Measured Wealth Private Client Group held 20,401 shares of Plug Power worth $55.3K as of Q2 2026.
Measured Wealth Private Client Group sold 1,766 Plug Power shares in Q2 2026, an estimated $5.55K.
Plug Power made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #313 holding.
Measured Wealth Private Client Group first reported a position in Plug Power in Q1 2021 and has held it in 12 quarters since.
Measured Wealth Private Client Group's Plug Power position peaked at $7.21M in Q1 2021.
507 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.