SWM
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SHP Wealth Management’s Plug Power PLUG Stock Holding History

SHP Wealth Management’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 		$5.08K Buy
2,249
+465
+26% +$1.01K ﹤0.01% 1064
2025
Q4 		$3.51K Buy
+1,784
New +$4.66K ﹤0.01% 1042

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's PLUG Position: Q1 2026 in Review

SHP Wealth Management increased its Plug Power (PLUG) stake by 26% in Q1 2026, buying an estimated $1.01K and bringing the position to 2,249 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

SHP Wealth Management first reported a position in PLUG in Q4 2025 and has held it in 2 quarters since. 469 funds tracked by Wall St. Rank hold PLUG as of Q1 2026.

  • SHP Wealth Management held 2,249 shares of Plug Power worth $5.08K as of Q1 2026.
  • SHP Wealth Management bought 465 Plug Power shares in Q1 2026, an estimated $1.01K.
  • Plug Power made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1064 holding.
  • SHP Wealth Management first reported a position in Plug Power in Q4 2025 and has held it in 2 quarters since.
  • 469 funds tracked by Wall St. Rank held Plug Power as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.