NWMG
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National Wealth Management Group’s Plug Power PLUG Stock Holding History

National Wealth Management 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 		$191K Hold
70,650
– – 0.06% 224
2026
Q1 		$160K Hold
70,650
– – 0.06% 213
2025
Q4 		$139K Hold
70,650
– – 0.05% 242
2025
Q3 		$165K Hold
70,650
– – 0.06% 225
2025
Q2 		$105K Buy
70,650
+3,300
+5% +$3.29K 0.06% 156
2025
Q1 		$90.9K Hold
67,350
– – 0.06% 144
2024
Q4 		$143K Buy
67,350
+4,350
+7% +$9.49K 0.1% 145
2024
Q3 		$142K Sell
63,000
-240
-0.4% -$538 0.1% 138
2024
Q2 		$147K Buy
63,240
+39,283
+164% +$113K 0.11% 128
2024
Q1 		$82.4K Buy
+23,957
New +$89K 0.06% 131

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

National Wealth Management Group's PLUG Position: Q2 2026 in Review

National Wealth Management Group held its Plug Power (PLUG) position steady in Q2 2026 at 70,650 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #224.

National Wealth Management Group first reported a position in PLUG in Q1 2024 and has held it in 10 quarters since. 509 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • National Wealth Management Group held 70,650 shares of Plug Power worth $191K as of Q2 2026.
  • National Wealth Management Group left its Plug Power share count unchanged in Q2 2026.
  • Plug Power made up 0.06% of National Wealth Management Group's portfolio in Q2 2026, its #224 holding.
  • National Wealth Management Group first reported a position in Plug Power in Q1 2024 and has held it in 10 quarters since.
  • 509 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.