Mowery & Schoenfeld Wealth Management’s Plug Power PLUG Stock Holding History

Mowery & Schoenfeld Wealth Management’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 Q1	$186	Hold	82	–	–	﹤0.01%	346
2025 Q4	$162	Hold	82	–	–	﹤0.01%	470
2025 Q3	$192	Hold	82	–	–	﹤0.01%	377
2025 Q2	$123	Hold	82	–	–	﹤0.01%	387
2025 Q1	$111	Hold	82	–	–	﹤0.01%	449
2024 Q4	$175	Hold	82	–	–	﹤0.01%	483
2024 Q3	$186	Hold	82	–	–	﹤0.01%	230
2024 Q2	$192	Hold	82	–	–	﹤0.01%	209
2024 Q1	$283	Hold	82	–	–	﹤0.01%	155
2023 Q4	$369	Buy	+82	New	+$430	﹤0.01%	158

Other funds holding PLUG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return