WA
PLUG icon

Waverly Advisors’s Plug Power PLUG Stock Holding History

Waverly 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 		$55K Sell
20,301
-3,000
-13% -$9.43K ﹤0.01% 1702
2026
Q1 		$52.7K Buy
23,301
+250
+1% +$543 ﹤0.01% 1565
2025
Q4 		$45.4K Sell
23,051
-1,756
-7% -$4.58K ﹤0.01% 1448
2025
Q3 		$57.8K Buy
24,807
+10,000
+68% +$17K ﹤0.01% 1270
2025
Q2 		$22.1K Buy
14,807
+4,000
+37% +$3.99K ﹤0.01% 1181
2025
Q1 		$14.6K Sell
10,807
-350
-3% -$666 ﹤0.01% 1108
2024
Q4 		$23.8K Buy
11,157
+400
+4% +$873 ﹤0.01% 980
2024
Q3 		$24.3K Sell
10,757
-1,000
-9% -$2.24K ﹤0.01% 799
2024
Q2 		$27.4K Buy
+11,757
New +$33.7K ﹤0.01% 797
2014
Q1 		– Sell
-10
Closed – – 806
2013
Q4 		$0 Hold
10
– – ﹤0.01% 836
2013
Q3 		$0 Buy
+10
New +$5 ﹤0.01% 572

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's PLUG Position: Q2 2026 in Review

Waverly Advisors reduced its Plug Power (PLUG) stake by 13% in Q2 2026, selling an estimated $9.43K and leaving 20,301 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Waverly Advisors first reported a position in PLUG in Q3 2013 and has held it in 11 quarters since. The position peaked at $57.8K in Q3 2025. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Waverly Advisors held 20,301 shares of Plug Power worth $55K as of Q2 2026.
  • Waverly Advisors sold 3,000 Plug Power shares in Q2 2026, an estimated $9.43K.
  • Plug Power made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1702 holding.
  • Waverly Advisors first reported a position in Plug Power in Q3 2013 and has held it in 11 quarters since.
  • Waverly Advisors's Plug Power position peaked at $57.8K in Q3 2025.
  • 508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.