Root Financial Partners
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
Q3 		$49 Buy
+25
New +$54 ﹤0.01% 3724
2026
Q2 		– Sell
-125
Closed -$283 – 2428
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

Geode Capital Management
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Root Financial Partners's PLUG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Plug Power (PLUG) in Q3 2026: 25 shares worth $49. The stake represents ﹤0.01% of the portfolio and ranks #3724 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PLUG as recently as Q1 2026.

Root Financial Partners first reported a position in PLUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $283 in Q1 2026. 286 funds tracked by Wall St. Rank hold PLUG as of Q3 2026.

  • Root Financial Partners held 25 shares of Plug Power worth $49 as of Q3 2026.
  • Plug Power was a new Root Financial Partners position in Q3 2026.
  • Plug Power made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3724 holding.
  • Root Financial Partners first reported a position in Plug Power in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Plug Power position peaked at $283 in Q1 2026.
  • 286 funds tracked by Wall St. Rank held Plug Power as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.