PlanVest Financial’s Plug Power PLUG Stock Holding History

PlanVest Financial’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	$3.6K	Hold	1,329	–	–	﹤0.01%	483
2026 Q1	$3K	Buy	+1,329	New	+$2.88K	﹤0.01%	466

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 40.91% 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

PlanVest Financial's PLUG Position: Q2 2026 in Review

PlanVest Financial held its Plug Power (PLUG) position steady in Q2 2026 at 1,329 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

PlanVest Financial first reported a position in PLUG in Q1 2026 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

PlanVest Financial held 1,329 shares of Plug Power worth $3.6K as of Q2 2026.
PlanVest Financial left its Plug Power share count unchanged in Q2 2026.
Plug Power made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #483 holding.
PlanVest Financial first reported a position in Plug Power in Q1 2026 and has held it in 2 quarters since.
497 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.