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
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% 573

Other funds holding PLUG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return