Valeo Financial Advisors’s Plug Power PLUG Stock Holding History

Valeo 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
2026 Q2	$41.8K	Buy	15,418 +10,187	+195%	+$32K	﹤0.01%	815
2026 Q1	$11.8K	Hold	5,231	–	–	﹤0.01%	745
2025 Q4	$10.3K	Buy	+5,231	New	+$13.7K	﹤0.01%	832
2021 Q2	–	Sell	-1,053	Closed	-$38K	–	1462
2021 Q1	$38K	Sell	1,053 -1,277	-55%	-$65.8K	﹤0.01%	976
2020 Q4	$79K	Buy	2,330 +150	+7%	+$3.4K	﹤0.01%	638
2020 Q3	$29K	Hold	2,180	–	–	﹤0.01%	826
2020 Q2	$18K	Buy	2,180 +120	+6%	+$562	﹤0.01%	1101
2020 Q1	$8K	Buy	2,060 +2,000	+3,333%	+$8.15K	﹤0.01%	1175
2019 Q4	$0	Hold	60	–	–	﹤0.01%	1703
2019 Q3	$0	Hold	60	–	–	﹤0.01%	1647
2019 Q2	$0	Hold	60	–	–	﹤0.01%	1641
2019 Q1	$0	Hold	60	–	–	﹤0.01%	1656
2018 Q4	$0	Hold	60	–	–	﹤0.01%	1674
2018 Q3	$0	Hold	60	–	–	﹤0.01%	1841
2018 Q2	$0	Hold	60	–	–	﹤0.01%	1726
2018 Q1	$0	Buy	+60	New	+$121	﹤0.01%	1611

Other funds holding PLUG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return