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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
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

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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

Root Financial Partners's PLUG Position: Q2 2026 in Review

Root Financial Partners sold out of Plug Power (PLUG) in Q2 2026, closing a stake of 125 shares — an estimated $283 sold.

Root Financial Partners first reported a position in PLUG in Q3 2025 and held it in 3 quarters. The position peaked at $283 in Q1 2026. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Root Financial Partners reported no remaining Plug Power position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 125 Plug Power shares in Q2 2026, an estimated $283.
  • Root Financial Partners first reported a position in Plug Power in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Plug Power position peaked at $283 in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.