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 Q2	$223	Hold	82	–	–	﹤0.01%	355
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 $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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's PLUG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Plug Power (PLUG) position steady in Q2 2026 at 82 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Mowery & Schoenfeld Wealth Management first reported a position in PLUG in Q4 2023 and has held it in 11 quarters since. The position peaked at $369 in Q4 2023. 511 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 82 shares of Plug Power worth $223 as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Plug Power share count unchanged in Q2 2026.
Plug Power made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #355 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Plug Power in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's Plug Power position peaked at $369 in Q4 2023.
511 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.