Valeo Financial Advisors
PLUG icon

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
Q3 		$29.6K Sell
15,275
-143
-0.9% -$311 ﹤0.01% 839
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Valeo Financial Advisors's PLUG Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Plug Power (PLUG) stake by 0.93% in Q3 2026, selling an estimated $311 and leaving 15,275 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Valeo Financial Advisors first reported a position in PLUG in Q1 2018 and has held it in 17 quarters since. The position peaked at $79K in Q4 2020. 395 funds tracked by Wall St. Rank hold PLUG as of Q3 2026.

  • Valeo Financial Advisors held 15,275 shares of Plug Power worth $29.6K as of Q3 2026.
  • Valeo Financial Advisors sold 143 Plug Power shares in Q3 2026, an estimated $311.
  • Plug Power made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #839 holding.
  • Valeo Financial Advisors first reported a position in Plug Power in Q1 2018 and has held it in 17 quarters since.
  • Valeo Financial Advisors's Plug Power position peaked at $79K in Q4 2020.
  • 395 funds tracked by Wall St. Rank held Plug Power as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.