Wingate Wealth Advisors’s Plug Power PLUG Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-50	Closed	-$107	–	329
2024 Q4	$107	Buy	+50	New	+$109	﹤0.01%	471

Other funds holding PLUG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wingate Wealth Advisors's PLUG Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Plug Power (PLUG) in Q1 2025, closing a stake of 50 shares — an estimated $107 sold.

Wingate Wealth Advisors first reported a position in PLUG in Q4 2024 and held it in 1 quarter. The position peaked at $107 in Q4 2024. 429 funds tracked by Wall St. Rank hold PLUG as of Q1 2025.

Wingate Wealth Advisors reported no remaining Plug Power position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 50 Plug Power shares in Q1 2025, an estimated $107.
Wingate Wealth Advisors first reported a position in Plug Power in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Plug Power position peaked at $107 in Q4 2024.
429 funds tracked by Wall St. Rank held Plug Power as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.