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	–	1459
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%	1697
2019 Q3	$0	Hold	60	–	–	﹤0.01%	1642
2019 Q2	$0	Hold	60	–	–	﹤0.01%	1636
2019 Q1	$0	Hold	60	–	–	﹤0.01%	1616
2018 Q4	$0	Hold	60	–	–	﹤0.01%	1671
2018 Q3	$0	Hold	60	–	–	﹤0.01%	1838
2018 Q2	$0	Hold	60	–	–	﹤0.01%	1723
2018 Q1	$0	Buy	+60	New	+$121	﹤0.01%	1587

Other funds holding PLUG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valeo Financial Advisors's PLUG Position: Q2 2026 in Review

Valeo Financial Advisors increased its Plug Power (PLUG) stake by 195% in Q2 2026, buying an estimated $32K and bringing the position to 15,418 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Valeo Financial Advisors first reported a position in PLUG in Q1 2018 and has held it in 16 quarters since. The position peaked at $79K in Q4 2020. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

Valeo Financial Advisors held 15,418 shares of Plug Power worth $41.8K as of Q2 2026.
Valeo Financial Advisors bought 10,187 Plug Power shares in Q2 2026, an estimated $32K.
Plug Power made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #815 holding.
Valeo Financial Advisors first reported a position in Plug Power in Q1 2018 and has held it in 16 quarters since.
Valeo Financial Advisors's Plug Power position peaked at $79K in Q4 2020.
508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.