Wealth Enhancement Advisory Services
PLUG icon

Wealth Enhancement Advisory Services’s Plug Power PLUG Stock Holding History

Wealth Enhancement Advisory Services’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 		$73K Sell
42,181
-22,527
-35% -$48.9K ﹤0.01% 3989
2026
Q2 		$144K Buy
64,708
+36,750
+131% +$115K ﹤0.01% 3709
2026
Q1 		$67.4K Sell
27,958
-34,163
-55% -$74.2K ﹤0.01% 3392
2025
Q4 		$148K Sell
62,121
-13,346
-18% -$34.8K ﹤0.01% 3351
2025
Q3 		$292K Buy
75,467
+7,342
+11% +$12.4K ﹤0.01% 2823
2025
Q2 		$100K Sell
68,125
-744
-1% -$742 ﹤0.01% 3136
2025
Q1 		$93K Buy
68,869
+4,429
+7% +$8.42K ﹤0.01% 2772
2024
Q4 		$137K Buy
64,440
+16,878
+35% +$36.8K ﹤0.01% 2754
2024
Q3 		$107K Sell
47,562
-1,136
-2% -$2.55K ﹤0.01% 2544
2024
Q2 		$113K Buy
48,698
+13,785
+39% +$39.5K ﹤0.01% 2393
2024
Q1 		$120K Buy
34,913
+4,677
+15% +$17.4K ﹤0.01% 2270
2023
Q4 		$136K Sell
30,236
-14,196
-32% -$74.4K ﹤0.01% 2143
2023
Q3 		$338K Buy
44,432
+30,432
+217% +$297K ﹤0.01% 1667
2023
Q2 		$145K Hold
14,000
– – ﹤0.01% 504
2023
Q1 		$164K Buy
+14,000
New +$200K ﹤0.01% 511

Other funds holding PLUG

Vontobel Holding
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Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's PLUG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Plug Power (PLUG) stake by 35% in Q3 2026, selling an estimated $48.9K and leaving 42,181 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #3989.

Wealth Enhancement Advisory Services first reported a position in PLUG in Q1 2023 and has held it in 15 quarters since. The position peaked at $338K in Q3 2023. 114 funds tracked by Wall St. Rank hold PLUG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 42,181 shares of Plug Power worth $73K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 22,527 Plug Power shares in Q3 2026, an estimated $48.9K.
  • Plug Power made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3989 holding.
  • Wealth Enhancement Advisory Services first reported a position in Plug Power in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Plug Power position peaked at $338K in Q3 2023.
  • 114 funds tracked by Wall St. Rank held Plug Power as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.