RFP
PLUG icon

Root Financial Partners’s Plug Power PLUG Stock Holding History

Root Financial Partners’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 		$283 Buy
125
+80
+178% +$174 ﹤0.01% 3062
2025
Q4 		$89 Buy
45
+20
+80% +$52 ﹤0.01% 2339
2025
Q3 		$58 Buy
+25
New +$42 ﹤0.01% 2263

Other funds holding PLUG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
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 $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's PLUG Position: Q1 2026 in Review

Root Financial Partners increased its Plug Power (PLUG) stake by 178% in Q1 2026, buying an estimated $174 and bringing the position to 125 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Root Financial Partners first reported a position in PLUG in Q3 2025 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold PLUG as of Q1 2026.

  • Root Financial Partners held 125 shares of Plug Power worth $283 as of Q1 2026.
  • Root Financial Partners bought 80 Plug Power shares in Q1 2026, an estimated $174.
  • Plug Power made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3062 holding.
  • Root Financial Partners first reported a position in Plug Power in Q3 2025 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Plug Power as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.