United Capital Financial Advisors’s Plug Power PLUG Stock Holding History

United Capital Financial Advisors’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
2024 Q4	–	Sell	-13,341	Closed	-$30.2K	–	1093
2024 Q3	$30.2K	Buy	13,341 +3,215	+32%	+$7.21K	﹤0.01%	1048
2024 Q2	$23.6K	Buy	+10,126	New	+$29K	﹤0.01%	1025
2022 Q2	–	Sell	-7,466	Closed	-$214K	–	1178
2022 Q1	$214K	Sell	7,466 -3,004	-29%	-$71.6K	﹤0.01%	1096
2021 Q4	$296K	Buy	+10,470	New	+$362K	﹤0.01%	1030

Other funds holding PLUG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's PLUG Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Plug Power (PLUG) in Q4 2024, closing a stake of 13,341 shares — an estimated $30.2K sold.

United Capital Financial Advisors first reported a position in PLUG in Q4 2021 and held it in 4 quarters. The position peaked at $296K in Q4 2021. 456 funds tracked by Wall St. Rank hold PLUG as of Q4 2024.

United Capital Financial Advisors reported no remaining Plug Power position as of Q4 2024 after selling out during the quarter.
United Capital Financial Advisors sold 13,341 Plug Power shares in Q4 2024, an estimated $30.2K.
United Capital Financial Advisors first reported a position in Plug Power in Q4 2021 and held it in 4 quarters.
United Capital Financial Advisors's Plug Power position peaked at $296K in Q4 2021.
456 funds tracked by Wall St. Rank held Plug Power as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.