SFS
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Sowell Financial Services’s Plug Power PLUG Stock Holding History

Sowell Financial Services’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
2025
Q4 		– Sell
-16,613
Closed -$38.7K – 1162
2025
Q3 		$38.7K Buy
+16,613
New +$28.2K ﹤0.01% 1060
2024
Q4 		– Sell
-166,055
Closed -$375K – 578
2024
Q3 		$375K Buy
+166,055
New +$372K 0.02% 477
2023
Q1 		– Sell
-41,637
Closed -$515K – 816
2022
Q4 		$515K Buy
+41,637
New +$663K 0.03% 422
2021
Q2 		– Sell
-432
Closed -$10K – 2118
2021
Q1 		$10K Sell
432
-3,837
-90% -$198K ﹤0.01% 2322
2020
Q4 		$145K Sell
4,269
-4,511
-51% -$102K 0.01% 994
2020
Q3 		$118K Buy
+8,780
New +$96.8K 0.01% 916

Other funds holding PLUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sowell Financial Services's PLUG Position: Q4 2025 in Review

Sowell Financial Services sold out of Plug Power (PLUG) in Q4 2025, closing a stake of 16,613 shares — an estimated $38.7K sold.

Sowell Financial Services first reported a position in PLUG in Q3 2020 and held it in 6 quarters. The position peaked at $515K in Q4 2022. 457 funds tracked by Wall St. Rank hold PLUG as of Q4 2025.

  • Sowell Financial Services reported no remaining Plug Power position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 16,613 Plug Power shares in Q4 2025, an estimated $38.7K.
  • Sowell Financial Services first reported a position in Plug Power in Q3 2020 and held it in 6 quarters.
  • Sowell Financial Services's Plug Power position peaked at $515K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Plug Power as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.