SW
PLUG icon

Simplicity Wealth’s Plug Power PLUG Stock Holding History

Simplicity Wealth’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 		$29.9K Sell
11,016
-786
-7% -$2.47K ﹤0.01% 1014
2026
Q1 		$26.7K Buy
11,802
+208
+2% +$452 ﹤0.01% 742
2025
Q4 		$22.8K Sell
11,594
-1,993
-15% -$5.2K ﹤0.01% 695
2025
Q3 		$31.7K Buy
+13,587
New +$23K ﹤0.01% 701

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Simplicity Wealth's PLUG Position: Q2 2026 in Review

Simplicity Wealth reduced its Plug Power (PLUG) stake by 6.7% in Q2 2026, selling an estimated $2.47K and leaving 11,016 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Simplicity Wealth first reported a position in PLUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.7K in Q3 2025. 507 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Simplicity Wealth held 11,016 shares of Plug Power worth $29.9K as of Q2 2026.
  • Simplicity Wealth sold 786 Plug Power shares in Q2 2026, an estimated $2.47K.
  • Plug Power made up ﹤0.01% of Simplicity Wealth's portfolio in Q2 2026, its #1014 holding.
  • Simplicity Wealth first reported a position in Plug Power in Q3 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Plug Power position peaked at $31.7K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.