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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 		– Sell
-7,800
Closed -$17.6K – 872
2026
Q1 		$17.6K Hold
7,800
– – ﹤0.01% 742
2025
Q4 		$15.4K Buy
+7,800
New +$20.4K ﹤0.01% 829
2020
Q4 		– Sell
-200
Closed -$3K – 1805
2020
Q3 		$3K Buy
+200
New +$2.2K ﹤0.01% 1359

Other funds holding PLUG

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $246M AUM 51.29% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 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. 85 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.
  • 85 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.